Hedge Funds Go 'All-In' On Semiconductors As SOXX Exposure Hits Record Highs - iShares PHLX SOX Semicondu
Summary
Hedge funds are 'all-in' on chips. See why Susquehanna and Goldman Sachs loaded up on the SOXX ETF as global exposure hits a record 19%.
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Hedge funds are all-in on semiconductor stocks:
— The Kobeissi Letter (@KobeissiLetter) May 18, 2026
Semiconductor and semiconductor equipment stocks now account for 19% of total global hedge fund market exposure, the highest on record.
This percentage has more than DOUBLED since the start of 2026.
By comparison, semiconductor… pic.twitter.com/e3nQ3JpWsU
THE GLOBAL “FREE MONEY” ERA IS STARTING TO END.
— CryptoGoos (@cryptogoos) May 18, 2026
Japan is pulling money out of US bonds as domestic yields hit their highest levels in decades.
That is becoming a major problem for global markets.
Japanese investors sold a net $29.6 billion worth of US Treasuries, agency bonds,… pic.twitter.com/Far2cf7g4n