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75/100 Bearish 12.08.2026 · 08:10 Finrend AI ⏱ 1 dk 👁 3 TR

Hedge Funds Increased Short Positions in AI Stocks in July

According to data from Hazeltree, hedge funds significantly increased their short positions in AI-focused stocks in July. This reflects growing concerns about valuations in the sector and expectations of a potential correction. Fund managers are questioning the sustainability of the rally in shares of major technology companies, particularly those operating in the AI space. The Hazeltree report reveals that this increase in short positions stems from fears of overvaluation in AI stocks. Funds are adopting strategies aimed at profiting from declines in these shares. However, this move is also seen as an indication of a cautious approach to the sector's overall outlook. Experts note that the tendency of hedge funds to increase short positions is a reflection of concerns about an AI bubble. Especially in a high-interest-rate environment, the present value of future cash flows of such high-growth stocks is calculated to be lower, making short positions attractive. This strategy by funds could signal a reduction in risk appetite across the market. The Hazeltree report emphasizes that this increase in short positions in AI stocks could heighten volatility in the sector and that investors should remain cautious. However, the report does not provide a clear prediction as to whether this move represents a lasting trend or a temporary positioning. This is not investment advice.

📊 GOOGL — Piyasa Yorumu

▼ down · 65%

News that hedge funds have increased their short positions in AI stocks is supporting selling pressure on GOOGL. Technical indicators also confirm this outlook: RSI is near oversold territory at 31, MACD is negative and below the signal line. The price is trading below the SMA20 and SMA50, having lost 3% in the last 24 hours. While short-term momentum is bearish, oversold conditions could lead to a rebound buying, so a strong catalyst is needed for the decline to continue.

RSI 14
31.1
MACD
-3.96
24h Δ
-3.00%

📊 NVDA — Piyasa Yorumu

▼ down · 55%

Hedge funds' increased short positions on AI stocks could create selling pressure on NVDA. Although technical indicators remain positive (RSI at 61, MACD above signal), this news may trigger profit-taking in the short term. The price is above SMA20 and SMA50, but momentum could signal weakening. This negative development in market sentiment raises the likelihood of a downward correction over a 1-3 day horizon. Nevertheless, the decline is expected to remain limited due to strong trend support.

RSI 14
61.3
MACD
1.54
24h Δ
0.98%

📊 AMD — Piyasa Yorumu

▼ down · 55%

Hedge funds' increased short positions in AI stocks could create selling pressure on high-beta technology stocks such as AMD. Technically, the RSI at 52 is in neutral territory, but the MACD is above zero and above its signal line, supporting short-term momentum. The price is above the 20-day moving average but below the 50-day average, presenting a mixed outlook. Despite negative news flow, the current technical structure does not support a sharp decline; therefore, a limited pullback can be expected.

RSI 14
52.2
MACD
0.75
24h Δ
0.77%

📊 MSFT — Piyasa Yorumu

▼ down · 60%

Hedge funds' increased short positions on AI stocks could create selling pressure on AI-focused technology stocks such as MSFT. Technical indicators support this outlook: the price is below both the 20-day and 50-day moving averages, and the MACD is in negative territory below its signal line. The RSI at 41 is weak but not in oversold territory, suggesting the downtrend may continue. In the short term, the price could test the $490 level, but if it finds support there, it may trade sideways.

RSI 14
41.0
MACD
-1.15
24h Δ
-1.45%
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