Short sellers are targeting the "loser" AI stocks, while the boom is intensifying the selection process during the digestion phase.

September 4, 2024 0:10 JST (excerpt)
Super Micro, Symbotic Inc supported by Softbank Group, etc. are the targets.
AI stocks 'The sorting of winners and losers has begun' - Mahoney
When innovative technology emerges and a handful of representative stocks soar, a series of similar companies targeting the next big thing also benefit from the stock price rally. However, as time goes by, the difference between the real and the fake becomes clear.
The most recent example is artificial intelligence (AI). If a company is even slightly related to AI, its stocks have been bought almost without exception. Super Micro Computer Inc and Lumen Technologies Inc recorded growth rates of over 250% this year, but investors are now reaching a point where they are letting go of some of these 'star AI stocks'.