With a massive stock sell-off, amid fears that the US Federal Reserve has not moved quickly enough to address an inflationary risk, the past week has seen the worst result since we began tracking the fortunes of these 40 companies. Combine that with an emerging aversion to AI in the stock market, and this has been a ruinous week. The high-level adjusted view shows a 9.25% fall in the collective value of the Vendors, a 4.33% fall for the Operators, and a 4.92% decline for the Indexes that we use as context. This means that the Operators outperformed the rest of the market – perhaps viewed as a safe option for stashing cash? For the Vendors, the worst performer was…