《NDV: Strategy Determines Destiny, 2026 H1 Hedge Fund Q2 Panorama Review》 (Author: NextGen Digital Venture) The seven giants showed significant divergence in the first half of 2026—spending big doesn’t necessarily mean earning big. Liquidity is concentrating on the AI supply chain, with gaps like HBM driving strong performance in storage stocks. Hedge fund performance varied, with non-crowded sectors and volatility strategies showing greater return potential. High valuations combined with interest rate uncertainties add risks, making it crucial to leave crowded tables and focus on AI monetization capabilities in niche areas for the second half of the year. Read the full article: https://www.(wublock123.com)/articles/article-59148