Bank of America strategist Michael Hartnett: Go long on tech leaders and deeply undervalued assets under the AI bubble; go short on AI bonds
2026-08-15 20:17:30
According to CoinMeta, as reported by an early issuance of in, Bank of America Securities' chief strategist Michael Hartnett pointed out that the optimal strategy under the AI bubble is to go long on technology leaders and assets that have fallen significantly, and to go short on AI bonds. The report shows that private clients' stock positions have risen to a historic high of 66.4%, with technology stocks experiencing the largest outflow in a single week in seven weeks. Bank of America's bull-bear indicator has fallen back to 9.3, maintaining a sell signal. Facing $1 trillion in AI capital expenditure pressure and a $40 trillion US Treasury debt scale, Bank of America recommends going long on gold as a hedge, and paying attention to the impact of the November mid-term elections in the United States on the market.
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Source:Internet
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