Over the past two weeks, hedge funds bought US tech stocks at the fastest pace since mid-2025

Odaily reports: Paradis posted on X stating that over the past two weeks, hedge funds have bought US tech stocks at the fastest pace since mid-2025, with newly added long positions mainly concentrated in US semiconductor and semiconductor equipment companies, which also explains the early September rally in stocks such as INTC, BE, and NBIS. Paradis believes that Leopold's timing aligned closely with overall market fund flows and momentum, while Dario's article was published just as hedge funds began rebuilding semiconductor allocations, making the timing less than ideal. Paradis stated that this is a misjudgment of AI infrastructure and capital expenditure growth, as the market remains in an environment of tight supply and constrained compute capacity.