1. What Happened? YC’s After-Hours Block Deal

On August 22, 2025, before the market opened, YC saw a substantial after-hours block deal totaling $185 million for 1,682,956 shares. Foreign investors were net buyers at $154 million, while institutional investors were net sellers at $175 million.

2. Why Did This Happen? Unpacking the Dynamics

The foreign buying likely reflects optimism about the growth of the AI chip market and positive sentiment towards YC’s new ventures. Conversely, the institutional selling suggests potential profit-taking or portfolio adjustments.

3. What Does This Mean for Investors? Strategic Implications

In the short term, increased price volatility is likely as the market digests the opposing forces of foreign buying and institutional selling. The long-term trajectory will depend on YC’s performance in the AI chip market and the success of its new ventures. However, the current high valuation and macroeconomic uncertainties warrant careful consideration.

4. Investor Action Plan

  • Short-term investors: Proceed with caution, mindful of increased volatility, and look for short-term profit-taking opportunities.
  • Long-term investors: Closely monitor YC’s performance in the AI chip market, new venture progress, and financial metrics, while maintaining a long-term investment strategy.