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Dollarhide: Big Tech Seeking Direction in Directionless Stock Market

8 min23 juni 2026

"There is AI fatigue," says Jake Dollarhide, but he says the question lies in whether investors will buy the dip on the South Korean KOSPI's 10% sell-off. The tech trade also faces an environment tilting toward interest rate hikes, as Jake outlines the case for AI investors to find direction amid the current trading outlook. He explains his investment strategy and assesses Kevin Warsh's performance as Fed Chair so far.


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