Discovery’s Strong June Reinforces Its Bet on a More Selective AI Boom

Robert Citrone’s hedge fund is positioning itself for second half of 2026, finding opportunities in AI infrastructure, emerging markets, and a weaker U.S. dollar.

Stephen Taub July 14, 2026

A strong June capped a robust first half for Discovery Capital Management, reinforcing Robert Citrone's belief that the next phase of the AI boom will be less about owning the biggest AI names and more about identifying the companies supplying the technology that makes AI

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