How some AI chip giants distorted stock picking in Asia

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How some AI chip giants distorted stock picking in Asia

By Gregor Hunter,Ankur Banerjee
Publication Date: 2026-06-08 04:27:00

Sam Konrad’s shares are having a fantastic year thanks to AI-powered rallies in Taiwan and South Korea, but his fund is so top-heavy with winners that he’s now having to give up on his best performers.

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