---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42990878.md"
description: "S&P is not falling, be cautious about bottom-fishing semiconductors; if you really want to buy the dip, wait for the right side confirmation.Many sectors performed okay yesterday.Semiconductors are still continuing to reduce overcrowding.A washout of everything!!!!$SPDR S&P 500(SPY.US)Sometimes I'd rather see the S&P drop a bit more.Just wait, just wait.The screenshot is on a monthly timeframe, SOXS has gained 69%.$Direxion Semicon Bear 3X(SOXS.US)"
datetime: "2026-07-28T12:01:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42990878.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42990878.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42990878.md)
author: "[大宇投资笔记](https://longbridge.com/en/profiles/13928429.md)"
---

# S&P is not falling, be cautious about bottom-f…


### Related Stocks

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

## Comments (7)

- **周树人的交易员 · 2026-07-28T12:11:37.000Z · 👍 1**: If the held stocks have all been the same color recently, does that indicate a high overlap in the portfolio? 🤔
  - **大宇投资笔记** (2026-07-28T12:17:15.000Z): Yes, if you've been feeling uncomfortable lately, it proves that the semiconductor allocation in your portfolio is too heavy.
- **hlc · 2026-07-28T12:08:49.000Z · 👍 1**: Corning is bleeding heavily 😭, swallowing the pain to add more positions.
  - **大宇投资笔记** (2026-07-28T12:17:29.000Z): Ancestral rule: wait three days after the earnings report
  - **hlc** (2026-08-08T03:21:42.000Z): Bro Yu, Corning and the little rocket have both broken even. The account has recovered $35,000 in the past few days, and it's now back to break-even and profitable.
  - **大宇投资笔记** (2026-08-08T06:00:27.000Z): Everyone is pretty much the same.Try to stick to the underlying stock; institutions and quant funds are too powerful right now.