Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.

Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.

wallstreetcnDec 25 21:43

Investigate China's chips? A USA group suggests caution.

Recently, the Semiconductors Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer regarding the Biden administration's decision to launch a Section 301 trade investigation, focusing on China's behaviors, policies, and practices aimed at dominating the Semiconductors Industry.

Semiconductors Industry ObservationDec 25 18:35

AI Agent, the next stop for large model implementation.

AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.

CITIC Gold InsightDec 25 08:28

U.S. stocks closed | The "Santa Claus Rally" has arrived! The three major indices rose about 1%, with the Nasdaq returning to above 0.02 million points; Tesla surged over 7%, and Apple reached a new record Market Cap of 3.9 trillion.

European and American stock and bond markets closed early, with U.S. stocks collectively closing at their daily highs. NVIDIA and other large Technology stocks led the rally, Apple reached a new high again, Broadcom rose over 3%, Goldman Sachs and Morgan Stanley increased by more than 2%, the Chinese concept Index once rose over 1%, Baosheng Media Group surged by 310%, NIO and YUM CHINA rose more than 3%.

wallstreetcnDec 25 07:04

Taiwan Semiconductor Options Spot-On: On December 24th, 86,130 Contracts Were Traded, With 1.6 Million Open Interest

On December 24th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 86,130 options for the day, of which put options accounted for 32.34% of the total

Futu NewsDec 25 05:30

TSMC Stock Poised for Best Year in 25 Years - A Top Pick for 2025

Zacks Dec 25 03:30