The Activist Pivot: Why Dan Loeb Deployed Third Point Capital into the VanEck Semiconductor ETF"

Bypassing individual foundry bottlenecks, the corporate agitator buys $SMH to anchor a structural bet on the $650B hyperscaler capex boom."

hisham

5/20/20261 min read

dan loeb third point vaneck semiconductor etf smh 13f portfolio allocation ledger silicon 2026
dan loeb third point vaneck semiconductor etf smh 13f portfolio allocation ledger silicon 2026

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