---
title: "Equity specialist talks semiconductor stock sell-off"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294548586.md"
description: "Thomas Hayes, chairman of Great Hill Capital, highlights his successful June prediction to sell semiconductor stocks due to overvaluation and cyclical risks. Citing significant drops in Sandisk, Marvell Technology, and Taiwan Semiconductor, he anticipates further pain for the tech sector into fall. Hayes advises investors to offload 'shiny objects' and seek undervalued assets."
datetime: "2026-07-31T19:28:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294548586.md)
  - [en](https://longbridge.com/en/news/294548586.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294548586.md)
generator: "portal-rs"
---

# Equity specialist talks semiconductor stock sell-off

Thomas Hayes, chairman of Great Hill Capital, details his successful June 2026 prediction to sell semiconductor stocks, highlighting their overvaluation and cyclical business model. He presents data showing significant drops in Sandisk, Marvell Technology, and Taiwan Semiconductor. Hayes anticipates more pain for the tech sector into the fall, suggesting investors offload "shiny objects" and seek undervalued assets.

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## Related News & Research

- [TSMC Q2 employee bonuses rise more than 50%](https://longbridge.com/en/news/297431455.md)
- [Marvell Stock Is Expensive, But the Growth Story Is Hard to Ignore](https://longbridge.com/en/news/297345140.md)
- [Marvell President and COO Chris Koopmans disposes of 10,000 shares worth $2.03 million](https://longbridge.com/en/news/297826180.md)
- [SanDisk Chief Legal Officer Bernard Shek sells 600 shares worth $915,360](https://longbridge.com/en/news/297838859.md)
- [SanDisk Stock Price Prediction: Head-and-Shoulders Bottom Pattern Forms, Stock Expected to Return to $2,000](https://longbridge.com/en/news/297590851.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**