Michael A. Gayed warns the AI trade may get riskier even without a selloff, as rising financing costs could pressure crowded positions in SMH, QQQ and Nvidia am

BWB News TV • 2026-07-29 18:32 UTC • By Billy Odell Tucker-Robinson

Michael A. Gayed warns the AI trade may get riskier even without a selloff, as rising financing costs could pressure crowded positions in SMH, QQQ and Nvidia amid carry trade and Treasury safe haven concerns.

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