AI investment makes the semiconductor story sound very big, but if profits don't materialize quickly, it will become very awkward.

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CryptoFrontier
Semiconductor Long Trade Becomes Most Crowded, Institutions Seek Subsector Alpha
The essay discusses the crowded positioning in the semiconductor market, with growing institutional interest amid AI investments. It highlights bearish sentiments from notable investors and pressures facing China's A-share sector, while also noting a shift towards exploring niche subsector opportunities.
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