---
title: "During the sideways consolidation period"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000448558.md"
description: "1. Water has become more expensive, the yen carry trade has ended, and the world is tightening liquidity, so everyone is selling tech stocks. 2. The AI dream has woken up, the story can't be told anymore, now we need to see real profits, semiconductors are entering a hard landing cycle. 3. Market makers are supporting the market, the passage of the financing bill is a signal, the government won't allow a crash now."
datetime: "2026-02-04T16:57:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000448558.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000448558.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000448558.md)
author: "[Heyxi](https://longbridge.com/en/profiles/25495435.md)"
generator: "portal-rs"
---

# During the sideways consolidation period

1\. Water has become more expensive, the yen carry trade is over, global liquidity is being drained, so everyone is selling tech stocks

2\. The AI dream is over, the story can't be told anymore, now we need to see real profits, semiconductors are entering a hard landing cycle

3\. Market makers are supporting the market, the passage of the financing bill is a signal, the government won't allow a crash now, but won't let you rally either

### Related Stocks

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

## Comments (2)

- **75th_ · 2026-02-04T18:04:20.000Z**: Neither here nor there..
- **Psyduck  · 2026-02-04T17:24:24.000Z**: Great insight


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