Hedge Funds Exit Chip Stocks for Fourth Week Straight—This Is Real Repositioning

Hedge funds sold semiconductor stocks for a fourth consecutive week through early July, extending losses from June's 8% index collapse. This sustained outflow signals active de-risking of AI chip exposure, not panic-selling a one-day shock. Market chatter now frames chips as a bubble rather than a correction—language that tends to accelerate selling and deter buyers from stepping in.