Retail: buys memory, optical, upstream semi names. Media: “retail bubble drives AI meme stock bubble higher”. Institutions that do the exact same th...

Nishant Kumar: As investors debates whether the enormous sums being poured into AI will ever pay off, Millennium-backed hedge fund manager Val Zlatkov is making record profits by betting on what goes inside AI server racks that helps them spit out eerily good responses https://www.bloomberg.com/news/articles/2026-07-06/millennium-backed-trader-gains-61-with-bets-on-ai-backbone?utm_source=website&utm_medium=share&utm_campaign=twitter