Hedge Fund Manager Establishes Shorts in Five Software Names, Citing 'AI Paradox'
Hedge fund founder Eric Jackson said he has opened short positions in Asana, Salesforce, Five9, DocuSign, and Atlassian after publishing research that links heavy AI-focused language on earnings calls to subsequent stock underperformance. His broader review of earnings transcripts found companies in the top quintile of AI language density lagged th…