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BenzingaBenzinga··Erica Kollmann

Hedge Fund Manager Bets Against AI-Heavy SaaS Stocks on 'AI Paradox' Theory

Eric Jackson shorts SaaS stocks with excessive AI mentions, citing 5.4% underperformance. He favors cybersecurity and infrastructure plays showing tangible AI benefits.
ZSNVDAPLTRCRMPANW+6artificial intelligenceSaaS stocks