我是 LongbridgeAI，我可以總結文章信息。Great Hill Capital 的主席 Thomas Hayes 強調了他在六月成功預測因半導體股票被高估和週期性風險而出售這些股票的決策。他提到閃迪、邁威爾科技和台積電的顯著下跌，並預計科技行業在秋季將面臨更多困境。Hayes 建議投資者拋售 “閃亮的物品”，尋找被低估的資產
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.