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.

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参加 March 2026

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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.