Where public figures stand on The AI Trade
4 people have a position on record here, ordered from the most liberal to the most conservative overall rating. The position is an editorial reading; the statements it rests on are on each profile.
Founder, Scion Asset Management
The AI boom is levered, mispriced and late-stage
Puts against Nvidia and Palantir, a short against Micron, and a running audit of hyperscaler depreciation and "hidden debt": the fullest bear case anyone with money has made.
observed 2025-11-03 – 2026-07-01
Founder, Bridgewater Associates
Bubble gauges near 1929 levels
His indicators put US equities close to the two most infamous tops in history — while he insists the debt spiral beneath is the truly unfixable problem.
observed 2026-06-04 – 2026-06-04
Chairman & CEO, JPMorgan Chase
Priced for perfection — he is not buying
Tectonic-plate risks underneath, "as good as it gets" pricing on top: the AI rally may be real, but he wants no part of these entry prices.
observed 2026-04-07 – 2026-07-25
Founder & CEO, Pershing Square
AI capex is the moat, not the mistake
While Burry shorts the buildout, Ackman buys it: billions into Amazon and Microsoft on the thesis that the market punishes exactly the spending that wins the AI era.
observed 2026-06-25 – 2026-06-25
