---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000932974.md"
description: "FYI, U.S. tech was the most net sold sector this week thanks to the OpenAI ARR scare.This breaks the trend where U.S. tech was the most net bought sector in the 4 weeks before.Investors rotated capital away from Semis into Software...or as I like to say "defensive tech".My prediction from ~6 weeks ago around market choppiness has proven to be correct....but I cannot emphasise enough how crucial the next few weeks are:1. CPI on Wednesday = rates read-through.2. Earnings for big tech and semis.3. Midterms = potential for easing Iran tensions.My position on where we go from here should be known by now I hope -- a rally into 2027 as we jump over the above hurdles. But it makes a lot of sense to keep some cash to ride the incoming volatility.Not financial advice."
datetime: "2026-10-11T18:15:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000932974.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000932974.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000932974.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
generator: "portal-rs"
---

# FYI, U.S. tech was the most net sold sector this w…


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