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The AI ‘bottleneck trade’ has run its course, says this hedge-fund manager and early SpaceX investor

Economy MarketWatch By Barbara Kollmeyer 16 Jun 2026 12:49 1 min read
The AI ‘bottleneck trade’ has run its course, says this hedge-fund manager and early SpaceX investor

One hot AI trade that is starting to wind down is the “bottleneck trade,” says Altreides Management managing partner Gavin Baker

One hot AI trade that is starting to wind down is the “bottleneck trade,” says Altreides Management managing partner Gavin Baker

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