---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42284527.md"
description: "Capital is flowing out of semiconductors and into big tech. Big tech companies are all about to release earnings reports in July, and pension fund rebalancing ends at the end of the month. With earnings expectations for big tech, it's normal for capital to flow back into these old stocks that haven't even beaten the market. Although memory is strong, big tech can't die. If big tech dies, who will spend money on memory?"
datetime: "2026-06-29T13:54:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42284527.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42284527.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42284527.md)
author: "[Ryan-](https://longbridge.com/en/profiles/19144604.md)"
---

# Capital is flowing out of semiconductors and into …


### Related Stocks

- [SOXS.US](https://longbridge.com/en/quote/SOXS.US.md)
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- [CP00062.US](https://longbridge.com/en/quote/CP00062.US.md)

## Comments (2)

- **Hsieh · 2026-06-29T14:03:43.000Z**: The storage sector has plummeted to the point of numbness.
- **bradj · 2026-06-29T13:56:24.000Z**: QQQ, hoping for a wave of gains