[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.3K followers Created: 2025-07-17 10:00:01 UTC MarketWatch: A trading desk note from UBS' U.S. equity derivatives strategy team said that retail demand for artificial intelligence stocks appears to be drying up at the same time many hedge funds appear to have had their fill of stocks and could be moving to the sidelines. “Market is now on thin ice without a deep bench of buyers anymore, which implies limited upside potential vs large downside risk,” the note said. “Retail AI Selling continues and is expected to be Bearish Medium-term: After XX months of retail buying spree in AI Winners ... that pushed SPX MAG-7 weight to all-time high ... UBS RMM clients have been unwinding AI Winners since Jan (with a 2-month tariff triggered disruption in Mar & Apr),” the note said, referring to the bank’s Retail Market Making customers. UBS compared this current set-up to July 2021. The Nasdaq Composite hit a peak on Nov. 14, 2021, and then it did not make another new high for more than two years.  XXXXX engagements  **Related Topics** [stocks](/topic/stocks) [artificial](/topic/artificial) [neil](/topic/neil) [$ai4](/topic/$ai4) [Post Link](https://x.com/neilksethi/status/1945785551195341102)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Neil Sethi @neilksethi on x 12.3K followers
Created: 2025-07-17 10:00:01 UTC
MarketWatch: A trading desk note from UBS' U.S. equity derivatives strategy team said that retail demand for artificial intelligence stocks appears to be drying up at the same time many hedge funds appear to have had their fill of stocks and could be moving to the sidelines.
“Market is now on thin ice without a deep bench of buyers anymore, which implies limited upside potential vs large downside risk,” the note said. “Retail AI Selling continues and is expected to be Bearish Medium-term: After XX months of retail buying spree in AI Winners ... that pushed SPX MAG-7 weight to all-time high ... UBS RMM clients have been unwinding AI Winners since Jan (with a 2-month tariff triggered disruption in Mar & Apr),” the note said, referring to the bank’s Retail Market Making customers.
UBS compared this current set-up to July 2021. The Nasdaq Composite hit a peak on Nov. 14, 2021, and then it did not make another new high for more than two years.
XXXXX engagements
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