---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000932659.md"
description: "Iggy’s Journal: Temasek Fears an AI Unwind and Plans More AI Exposure. Three Questions Explain How Both Can HoldSun 11 Oct 2026 | AfternoonThe NumbersTemasek reportedly calls an AI unwind its biggest risk, and reportedly plans to raise AI from 6 percent of its portfolio to up to 15 percent by 2031, which is up to two and a half times the current share. I have not read Temasek’s own statement, so both points are as reported. A risk named and an allocation increased at the same time look like a contradiction. The new episode takes three questions to test whether they are one. A dividend that has already been declared does not change because someone names a market risk.My Personal TakeMy first reaction to the headline was that one of the two statements had to be wrong. The episode sets out three questions for checking it.📺 YouTube https://youtu.be/MK45tljbkU📩 Substack https://investingiguana.com/p/temasek-fears-an-ai-unwind-and-plansNot financial advice. Iggy’s Forensic Compliance Standards apply."
datetime: "2026-10-11T09:23:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000932659.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000932659.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000932659.md)
author: "[TheInvestingIguana](https://longbridge.com/en/profiles/22116548.md)"
generator: "portal-rs"
---

# Iggy’s Journal: Temasek Fears an AI Unwind and Pla…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**