Hinde Group, an investment management company, has released its second-quarter 2026 investor letter. The portfolio delivered a net return of 7.89% in the second quarter, bringing the YTD returns to 11.57% (net). During the second quarter, the military conflict between the U.S. and Iran significantly influenced financial markets. At the same time, the AI investment boom gained momentum, with planned investments rising despite supply bottlenecks. Micron Technology exemplified this trend, reporting a 346% revenue increase and a 241.7% stock rise. The AI sector is becoming a crucial driver...
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