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75/100 Bearish 05.08.2026 · 21:50 Finrend AI ⏱ 1 dk 👁 4 TR

Hedge Funds Suffer Major Losses in July AI Sell-Off

In July, a sharp decline in artificial intelligence stocks led many prominent hedge funds to report significant losses. Notably, the highly leveraged Situational Awareness fund was forced to sell a large portion of its portfolio to Ken Griffin's Citadel at a deep discount. This sale highlighted the pressure that volatility in the AI sector has placed on fund managers. The depreciation in AI stocks negatively impacted funds with tech-heavy portfolios. The sector-wide sell-off throughout July proved challenging, especially for investors holding large positions. Situational Awareness's sale to Citadel indicates that the fund liquidated assets at a considerable loss to meet liquidity needs. Market observers note that such forced sales could deepen the decline in AI stocks and increase volatility in the sector. However, experts say more data is needed to assess whether this represents a lasting trend for the broader technology sector. These losses experienced by hedge funds serve as a reminder of the risks of excessive optimism in AI investments. Investors have once again witnessed how fragile highly leveraged positions can be during sudden market movements. In the coming period, funds are expected to review their risk management strategies. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▼ down · 60%

Losses incurred by hedge funds amid the AI sell-off wave could create short-term selling pressure on high-beta AI stocks such as NVDA. Technically, the RSI at 68.8 is approaching overbought territory, warranting caution regarding the sustainability of the current rally. The MACD is positive but close to its signal line, suggesting potential momentum weakening. The 10.4% gain over the last 24 hours may set the stage for profit-taking. In the near term, the likelihood of a pullback toward the SMA20 and SMA50 levels appears stronger than further upside expectations.

RSI 14
68.8
MACD
5.31
24h Δ
10.40%

📊 AMD — Piyasa Yorumu

▼ down · 60%

The news headline indicates that hedge funds have been selling AI stocks and incurring losses, which could create short-term pressure on AI-focused shares such as AMD. Technical indicators show RSI at 42.5, signaling weak momentum, while the price is trading below the SMA20 and near the SMA50, suggesting that selling pressure may persist. The MACD remains below the signal line, but its positive value does not confirm a full bearish signal; nevertheless, the short-term outlook is negative. The recent 1.18% decline at the last close, combined with the news, points to weak investor confidence. However, the proximity of SMA50 support suggests that the downside may be limited; therefore, confidence is moderate.

RSI 14
42.5
MACD
0.15
24h Δ
-1.18%

📊 MSFT — Piyasa Yorumu

▼ down · 60%

The news headline indicates that hedge funds have suffered losses amid a wave of selling in AI stocks, which could create short-term selling pressure on AI-focused technology shares such as MSFT. Technical indicators show RSI at 60.9, approaching overbought territory, while MACD is below the signal line and the price is below the SMA20, suggesting weakening momentum. Despite a 5.3% gain over the last 24 hours, the divergence between news flow and technical indicators increases the likelihood of a short-term decline. However, trading well above the SMA50 and the overall trend remaining strong suggest any downside may be limited. Therefore, the direction is bearish, but the confidence level is held at moderate.

RSI 14
60.9
MACD
9.28
24h Δ
5.30%
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