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The AI bubble hits real portfolios

What's this about?

Two finance stories landed together: the FT on Korean retail investors distressed after an "AI bubble" selloff, and the WSJ on Citadel buying Situational Awareness's stock portfolio after the AI-focused fund took big losses.

Why it matters

HN 53 + 50 pts. After a run of "AI crash" essays as theory, these are concrete losses hitting retail investors and a named fund — the bubble debate moving from blog posts to balance sheets.
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