AI stocks fell 50%-60% in June and July before bottoming this month, according to commentator and former fund manager Puru Saxena, who says bearish positioning

AI stocks fell 50%-60% in June and July before bottoming this month, according to commentator and former fund manager Puru Saxena, who says bearish positioning could set up a rally. He says he is heavily invested and targeting a 30-point 2-year lead vs. the S&P 500.