Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

cls.cn14:52

VanEck Semiconductor ETF Options Spot-On: On December 13th, 113.7K Contracts Were Traded, With 972.94K Open Interest

On December 13th ET, $VanEck Semiconductor ETF(SMH.US)$ had active options trading, with a total trading volume of 113.7K options for the day, of which put options accounted for 51.53% of the total

Futu NewsDec 14 05:30

WSJ: 'U.S. Prepares New AI Chip Restrictions to Close China's Backdoor Access'

BenzingaDec 14 03:49

Capital is accelerating Inflow, the scale of Global ETF has surpassed 15 trillion dollars, and active and leveraged ETFs are becoming new favorites.

In this wave of inflow, the USA is at the center, attracting over 1 trillion dollars as traders bet on a strong rebound of Wall Street Stocks. According to research institution ETFGI, this growth is mainly due to investors' massive shift from mutual Funds to ETFs, primarily active ETFs, leveraged ETFs, and those focused on government and CSI Enterprise bond Index debt.

wallstreetcnDec 13 14:37

VanEck Semiconductor ETF Options Spot-On: On December 10th, 73,881 Contracts Were Traded, With 913.8K Open Interest

On December 10th ET, $VanEck Semiconductor ETF(SMH.US)$ had active options trading, with a total trading volume of 73,881 options for the day, of which put options accounted for 62.66% of the total

Futu NewsDec 11 05:30

Which Subsectors to Own and Which to Avoid – Wolfe Research

Seeking AlphaDec 11 02:33