The Kobeissi Letter(@KobeissiLetter):Hedge funds are piling into US semiconductor stocks: Last week, hedge funds purchased the most US semiconductor stocks in at least 3.5 years. This follows the 2 largest consecutive weekly sales since June 2024. As a result, semiconductor stocks now account for 10% of total hedge fund exposure. This percentage is twice as high as during the same period last year. However, this remains below the peak of 14% recorded in May. Hedge funds are betting the semiconductor selloff is already over.

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The Kobeissi Letter@KobeissiLetter

2026.07.13 15:31

Hedge funds are piling into US semiconductor stocks: Last week, hedge funds purchased the most US semiconductor stocks in at least 3.5 years. This follows the 2 largest consecutive weekly sales since June 2024. As a result, semiconductor stocks now account for 10% of total hedge fund exposure. This percentage is twice as high as during the same period last year. However, this remains below the peak of 14% recorded in May. Hedge funds are betting the semiconductor selloff is already over.