Green Ash Horizon Fund Falls 10% In July As AI And Semiconductor Momentum Reverses

The Green Ash Horizon Fund dropped over 10% in July due to a sharp momentum unwind in AI and semiconductor stocks, with semiconductors down 20% after an 88% rise in prior months. Despite this correction, the fund remains confident about the long-term potential of AI infrastructure.

This Wire brief sits within Fusion42's coverage of Semiconductors.