# AI semiconductor stocks — X 热门讨论 (2026-09-18 22:39 UTC)
## @ParadisLabs (Paradis) · 09-18 22:21 · ♥44 ↻2 💬4 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. https://x.com/ParadisLabs/status/2101074198693068947