Eric Balchunas(@EricBalchunas):SEMI (literally in this case) SHOCK: $SOXX took in $5.4b yesterday.. which is 4x the old record for a daily flow. Almost def a model or big inst.. meanwhile the 3x SOXX took in $1.2b all in all $7.1b into long side Semi ETFs yest. My guess is ppl were waiting for a dip to enter (it has been down 16% in past two weeks)

Eric Balchunas

@EricBalchunas

Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.

가입 May 2010

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Eric Balchunas@EricBalchunas

2026.07.08 12:53

SEMI (literally in this case) SHOCK: $SOXX took in $5.4b yesterday.. which is 4x the old record for a daily flow. Almost def a model or big inst.. meanwhile the 3x SOXX took in $1.2b all in all $7.1b into long side Semi ETFs yest. My guess is ppl were waiting for a dip to enter (it has been down 16% in past two weeks)