Paradis(@ParadisLabs):Hedge funds continued to rebuild US tech positions this week. That's 3/3 weeks now where HFs net bought tech stocks - mainy driven by BOTH semiconductor and software longs. On the whole, the discourse around AI pacing and the Fed rate hike decision were largely ignored/digested with institutions seeming to acknowledge that there's no AI infra bubble. Overall, this is probably a sign of growing positive sentiment after a rough July.

Paradis

@ParadisLabs

AI, tech & market research. No investment advice.

Joined March 2026

139 Following 78.5K Followers

Paradis@ParadisLabs

2026.09.18 22:21

Hedge funds continued to rebuild US tech positions this week. That's 3/3 weeks now where HFs net bought tech stocks - mainy driven by BOTH semiconductor and software longs. On the whole, the discourse around AI pacing and the Fed rate hike decision were largely ignored/digested with institutions seeming to acknowledge that there's no AI infra bubble. Overall, this is probably a sign of growing positive sentiment after a rough July.