Multiple sectors have been hit lately and especially semiconductors and AI stocks. One contributor seems to have been overly leveraged South Korean market where margin call has hit quite a few investors. Supposedly Situational Awareness fund was also forced to sell a lot if not all public holdings. Therefore I decided to make an early contribution to monthly plan and bought 20 shares of iShares NASDAQ 100 UCITS ETF EUR HEDGED for 16,13 EUR per share. Still not making bigger investments since NASDAQ 100 has not been hit that badly, and then there’s the whole topic of currencies and US interest rates. Yesterday IREN was hit bad after a long streak of down days. I bought 50 shares for 29,90 USD per share and 50 shares for 29,00 USD per share. This brings my total position to 400 shares. Still haven’t decided if these will be a short term swing trade or long position.
See:
https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html