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

Source: [MarketWatch](https://www.marketwatch.com/story/the-ai-bottleneck-trade-has-run-its-course-says-this-hedge-fund-manager-and-early-spacex-investor-90407fea?mod=mw_rss_topstories)

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