Follow the Pundits

Tag: AI Investing

Digital illustration showing Meta’s apps and data centers feeding into a glowing AI brain, symbolizing Meta’s $100B AI investment and its role as a global attention platform.

META Stock Deep Dive 2026: Zuckerberg’s $100B AI Bet & The “Ackman Effect”

Meta is no longer just a social media company—it’s a global attention utility funding a $100B+ AI arms race. With Bill Ackman and Tiger Global heavily invested, strong cash flow, and massive CapEx, is META a high-quality compounder or an overbuilt empire? Here’s the FUNanc1al breakdown of Zuckerberg’s boldest bet yet.

 

Read entire article

Illustration of a roller coaster shaped like a stock chart labeled “ARKK,” with symbols of AI, biotech, Tesla, and crypto, representing the volatility and comeback of Cathie Wood’s innovation fund.

ARKK 2025: The “Mojo” Is Back (But the Volatility Never Left)

ARKK crushed 2025, face-planted in early 2026, and reminded everyone why Cathie Wood’s fund is the wildest ride in innovation investing. Fun, data-driven, and brutally honest about the volatility.

Read entire article

Editorial illustration of Millennium Management’s trading pods and risk systems recovering after a $900 million loss, symbolizing Israel Englander’s 2025 hedge fund comeback and multi-strategy portfolio management.

The $900 Million Gut-Punch: How Israel Englander Saved Millennium’s Year

A $900 million February gut-punch. 330+ trading pods. A 10.5% comeback year. Inside Millennium’s high-speed, kill-switch machine—and what retail investors can actually learn from it.

 

Read entire article

Illustration of a focused tiger on a digital trading floor with AI chips and stock charts, symbolizing Tiger Global’s disciplined 2025 comeback and AI-driven investment strategy.

How Tiger Global Relearned to Hunt in 2025 (And What Investors Can Learn)

After years in the valuation wilderness, Tiger Global came roaring back in 2025. Fewer bets, more conviction, heavy AI infrastructure exposure—and a +33% private fund rebound. Here’s what actually worked, what they cut, and what retail investors can steal from the Tiger’s new playbook. 🐅📈

Read entire article

Illustration showing AI-driven data charts transitioning into private credit assets, symbolizing D.E. Shaw’s 2025 quant performance and credit expansion.

D.E. Shaw’s 2025 Scorecard: Put on Quite a Show With AI and Quants

D.E. Shaw put on a quant-powered show in 2025 — and quietly built a private-credit fortress for what comes next.

Read entire article

Editorial illustration of Bridgewater Associates as a fortress built from financial charts, AI circuitry, and global market symbols, representing Ray Dalio’s macro investing strategy and hedge fund performance in 2025.

Principles of Prosperity: How Bridgewater’s AI-Driven “Machine” Built a Fortress in 2025

After years of skepticism, Bridgewater roared back in 2025. Pure Alpha surged, All Weather delivered, and Ray Dalio’s machine pivoted hard into U.S. equities and AI infrastructure. Fortress rebuilt — with a few cracks worth watching.

Read entire article