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VanEck Semiconductor ETF Newsroom
Putting half of his wealth into Chinese concept stocks, 'The Big Short prototype' Michael Burry made a profit this time.
As of June 30th, stocks of Alibaba, baidu, and jd.com together account for about 46% of Burry's entire investment portfolio. Billionaire investor David Tepper previously stated that now is the time to 'buy everything', as Chinese stocks still have a lot of upside potential.
Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global semiconductor stocks partying together.
①This Thursday, global chip stocks enjoyed a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. Unsponsored ADR also reported bullish news, driving the chip stock prices in the USA, Japan, South Korea, and Europe to generally rise; ②In sharp contrast to the continuous good news, half a month ago, Morgan Stanley released a bearish report titled "Winter is Coming".
Daily Options Recap | Chinese index continues to soar! KWEB call option hits nearly a hundredfold profit; AI wave ignites storage demand, micron technology trading is hot.
Under investigation by the US Department of Justice! Super Micro Computer fell more than 12% the previous trading day, put options surged to 52.6%, options volume increased significantly by 3.7 times to 0.617 million contracts compared to last night; on the options chain, the highest trading volume belongs to put options with a strike price of $400 expiring today, reaching 0.028 million contracts.
Intel Said to Rebuff Approach by Arm Holdings for Product Unit
Report: ARM is interested in acquiring intel's product division, but is rejected.
Currently, intel has two main divisions: one is the product department that sells chips, and the other is the operation department of the factories. Bloomberg stated that ARM hopes to acquire intel's product department, but is not interested in the operation department of the factories.
Global stock markets welcome the 'most call morning of the year,' as Goldman Sachs fund flow experts exclaim that this 'china trade' is different from the past.
Goldman Sachs expert Rubner mentioned that FOMO is starting to appear locally in China; in the past 48 hours, he conducted more China-related Zoom calls than all related meetings within this year; short-term traders in Goldman Sachs PB business have been buying Chinese stocks for eight consecutive days, with the net buying amount of Chinese stocks in PB business this Tuesday reaching the second highest level in ten years, almost entirely from long positions.
Wall Street tycoon David Tepper: heavily betting on Chinese stocks, buying everything, not fond of US stocks.
Tepper has become one of the famous long investors in Chinese stocks among hedge fund investors. He stated that Chinese stocks are much cheaper than US stocks, and he may double the investment limit for Chinese stocks. According to last month's form 13f filing, Chinese stocks and ETFs account for 26% of his fund's stock investment portfolio. Tepper said that the scale of China's loose policies exceeded his expectations, and he had already bought almost all major Chinese technology stocks. He also estimated that the Fed will cut interest rates two to three times, and mentioned that the Fed's rate cuts in a good economy make him nervous. Although he doesn't like US stocks, he will not short them.
The US Department of Justice is investigating super micro computer, causing the stock price to drop by more than 12%, nvidia briefly reversed intraday.
Regarding the short-term plunge in nvidia's stock price, some social media users mentioned that super micro computer, nvidia's third largest customer, is under investigation by the Department of Justice for "accounting irregularities", making it hard not to associate the negative news with nvidia.
VanEck Semiconductor ETF Options Spot-On: On September 26th, 219.94K Contracts Were Traded, With 770.21K Open Interest
On September 26th ET, $VanEck Semiconductor ETF(SMH.US)$ had active options trading, with a total trading volume of 219.94K options for the day, of which put options accounted for 75.47% of the
Benzinga Market Summary: Indexes Close Higher On Strength In Semis, Supermicro Falls On Reports Of Justice Department Probe, Oil Falls On Reports Of Potential Saudi Output
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