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《NDV: Strategy Determines Destiny, a Full-Scope Look at Hedge Funds in Q2 2026》（by NextGen Digital Venture）In the first half of 2026, the seven major players showed clear divergence: those who spend more do not necessarily make money. Liquidity is concentrating toward the AI supply chain, and shortages such as HBM have been driving strength in storage-related stocks. Hedge fund performance has also split, with returns potential being greater for non-crowded sectors and volatility-based strategies. With overvaluation and interest-rate uncertainty compounding risk, the key for the second half of the year is to move away from crowded tables and focus on niche areas that have AI monetization capabilities. Read the full article: