We got more defensive last week as Wall Street raised the bar for AI stocks

We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.

ValVades ValVades
Sep 5, 2026 - 23:17
0 3
We got more defensive last week as Wall Street raised the bar for AI stocks

Published Sat, Sep 5 202612:43 PM EDTUpdated 32 Min Ago