How a few AI chip giants warped Asia's stock picking game

Sam Konrad's stocks are having a fantastic year, thanks to AI-fueled rallies in Taiwan and South Korea, but his fund is so top heavy with winners, he now needs to ditch his best performers.

Jun 8, 2026 - 10:00
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How a few AI chip giants warped Asia's stock picking game
Sam Konrad's stocks are having a fantastic year, thanks to AI-fueled rallies in Taiwan and South Korea, but his fund is so top heavy with winners, he now needs to ditch his best performers.

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