THE ONE THING
Consensus names drop by six in a single week as funds quietly step back
By Cathy · Lead Analyst, Fundprints
While the financial press was consumed by what it called 'The Wild Week That Brought AI Investors to the Brink,' something quieter was happening in the filings. The number of names where proven funds held broad, settled conviction fell from 46 to 40 in one week, the sharpest single-week contraction in recent editions…
ALSO IN THIS EDITION
- What's not happening: the silences and price-vs-evidence divergences nobody else tracks
- The tape: all 3 Prints this week, each with its base rate and why it matters
- For your book: what this week's evidence changes for the names you hold
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