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<ul><li>Argosy Investors' commentary for the second quarter ended June 30, 2026.</li><li>Dear Investors, This past quarter was among the most challenging since I began investing, mostly due to the runaway AI market, which has since corrected somewhat and already removed a mid-20’s investment savant from his once-high perch atop the AI investment landscape.</li><li>While I am glad to see some sanity return to the market in recent weeks, there is still extremely high enthusiasm for AI and anything AI-related.</li></ul>

Argosy Investors' commentary for the second quarter ended June 30, 2026.Dear Investors, This past quarter was among the most challenging since I began investing, mostly due to the runaway AI market, which has since corrected somewhat and already removed a mid-20’s investment savant from his once-high perch atop the AI investment landscape.While I am glad to see some sanity return to the market in recent weeks, there is still extremely high enthusiasm for AI and anything AI-related.

Argosy Investors Q2 2026 Commentary