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Semiconductor sector is surging: Opportunity or risk?
Recently, the U.S. semiconductor sector has been experiencing continuous gains, with $PHLX Semiconductor Index (.SOX.US)$ achieving a seven-d Show More
Recently, the U.S. semiconductor sector has been experiencing continuous gains, with $PHLX Semiconductor Index (.SOX.US)$ achieving a seven-day winning streak on Friday, reaching an all-time high. Its year-to-date increase has reached 62%, significantly outperforming major indexes. Amidst the AI boom, in addition to the leading $NVIDIA (NVDA.US)$ , the market is starting to recognize the growth potential of other stocks, with $Broadcom (AVGO.US)$ being a particularly noteworthy presence. The company released robust quarterly earnings last Thursday and expects semiconductor revenue supporting AI systems to grow from the current 15% to over 25% by the fiscal year 2024. Broadcom's stock hit a new all-time high on December 15.

🎙️Discussion:
Amidst the AI boom and increasing expectations of interest rate cuts, how do you view the investment opportunities in the semiconductor sector?
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