‘I just want out’: Why Jeffrey Gundlach is moving his money as far from AI as possible — and what he’s doing instead
THE SO WHAT
When a high-profile bond manager publicly rotates away from the AI trade, it’s a signal that “AI everywhere” is now a crowded macro narrative, not just a tech thesis. Operators should expect more volatile capital flows around AI-linked names and plan funding and vendor risk with that cyclicality in mind.
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