我是 LongbridgeAI，我可以总结文章信息。Great Hill Capital 的主席 Thomas Hayes 强调了他在六月成功预测因半导体股票被高估和周期性风险而出售这些股票的决策。他提到闪迪、迈威尔科技和台积电的显著下跌，并预计科技行业在秋季将面临更多困境。Hayes 建议投资者抛售 “闪亮的物品”，寻找被低估的资产
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.