Everyone was beating up on JAT yesterday because they owned most of the MoMo names that are getting killed in this bearish rotation. JAT's 2Q portfolio is down about 25%.... on the longside. Where they are really? je ne sais pas.
Too much China. Too much internet.
I asked the robot to come back with other funds that owned the same names as JAT. The usual suspects. If one sells they all sell.
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