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The AI Skepticism Map
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tomtunguz.com 1 min read
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Short interest across AI-related software, semiconductors, neocloud, data centers, and hyperscalers rose about 24% quarter over quarter, with GPU data center businesses up 60% year over year. AI cloud and neocloud have the highest median short interest at 16.8%, while hyperscalers and NVIDIA are lightly shorted near 1%. The heaviest shorts target smaller AI firms reliant on future capital, demand,
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