Happy New Year guys! I'm Steven~How is it going with your holiday and... you portfolio?
Since the start of the year, semiconductors have fallen into a clear “equipment strong, design weak” regime. By “equipment,” we mean like ASML, TSMC, and KLAC—businesses centered on chip manufacturing, lithography, and inspection/metrology.
In contrast, the most cutting-edge—and historically the highest-margin—segment of the industry,...

Hello mooers!
Last week, U.S. November CPI (Consumer Price Index) data showed that inflation cooled faster than the market had expected. This directly reinforced investors’ firm bets on Fed rate cuts next year and fueled gains in the U.S. stock market. Benefiting from this favorable macro backdrop, the technology sector—led by chip stocks—rallied strongly and staged an impressive comeback. Among them, memory chip giant Micron Technology...

Hi everyone, I’m Michael McCarthy, a market strategist and the CEO of Moomoo Australia and New Zealand. I started working in financial markets more than 40 years ago, beginning as a booking clerk on the Sydney Stock Exchange trading floor.
Over the years I have traded every asset class, and specialised in derivatives since 1993. Through these decades the markets moved from pencil and paper to pixels, share markets were opened to individual investors, and new industr...