The David Lin Report · Tuesday, July 14, 2026
Adam Taggart, host of Thoughtful Money, shared insights from a recent elite party where tech billionaires expressed concerns about the AI stock bubble. Many of these individuals, who made fortunes in tech, revealed they have been selling their AI-related holdings and moving into T-bills as a risk-off strategy.
“In fact, I've already sold all my tech. One guy said, "I'm already like 65% in T-bills."”
“And what I took away from this was the people that you would think would be the most all-in on the AI trade right now are actually selling and getting out.”
“These are the guys who actually make the big fortunes in technology. And in their personal portfolios, they're totally derisking right now.”