AI semiconductor stocks · X 热门 · 2026-09-16 00:16 UTC

# AI semiconductor stocks — X 热门讨论 (2026-09-16 00:16 UTC)

## @ParadisLabs (Paradis) · 09-15 22:49 · ♥108 ↻8 💬8 Over the past two weeks, hedge funds bought U.S. tech stocks at the fastest pace since mid-2025.

Net longs added were led by U.S. semiconductor and semicap companies, which explains the start of September "pump" seen in names like INTC, BE, and NBIS.

With this in mind, I think Leopold's timing was well aligned with the broader market flow / momentum.

However, Dario's essay of course dropped at the worst time just as soon as hedge funds started to rebuild their semiconductor allocations.

In my opinion, this is an incorrect repricing of AI infra and capex growth. We're still in a supply-tight and compute-constrained environment.

Source: JPM Prime Brokers https://x.com/ParadisLabs/status/2099993996277796999