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South Korea hopes for talks between US and North Korea after Trump downsizes military drills AP NewsTrump has handed a gift to Kim Jong Un and deepened concerns over US reliability cnn.comTrump alarms South Korea with call to scale back military drills and deference to Kim Jong Un NBC NewsTrump's Overture to Kim Jong-un Strains Alliance With South Korea The New York TimesTrump Will Make South Korea Pay for His Iran Humiliation
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At the end of the first half of 2026, on the cusp of a major correction in the sector, more than three quarters of the Situational Awareness fund was betting on just five stocks, all of which were, in essence, one big bet on AI.
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