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Oaktree Alpha

Weekly investing commentary. Every Monday in Old Florida Money.

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Latest issueNo. XIV · Week of October 26, 2026

Archived issue. Published October 26, 2026. Prices through October 23, 2026. Commentary reflects information available at publication and has not been updated.

The forced selling in AI is nearly done

Hedge funds dumped AI stocks. Demand held.

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Past issues

  1. No. XIIIWeek of October 19, 2026The AI selloff is hedge funds unwinding

Opinion, not investment advice. Oaktree Reserve and Wesley Todd may hold positions in names discussed.