$Invesco QQQ(QQQ)$ Milton Berg mentioned that the panic at Leopold Ashenbrenner's former AI hedge fund, "Situational Unawareness," was already obvious by late July 2026. But to me, the aftermath also looks like a clear opportunity for AI bulls. The comparison being drawn is 1998 LTCM to 2026 Situational Awareness. The thinking is that AI bulls could have a runway until 2028, based on the 18-month blowoff top in internet infrastructure during the 1998-2000 final stage. $NEBIUS(NBIS)$ $Bloom Energy Corp(BE)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments