V i e w p o i n t | 10 Sep 2025 12:33:46 ET │ 17 pages Taiwan Electronics & Semiconductors Taiwan monthly tracker and what's new in AI – Debate on AI GPUs vs. ASIC emerges again CITI'S TAKE With Taiwanese companies' reported July/Aug sales, we note AI demand, especially AWS supply chain, is showing the strongest momentum including Accton and Wiwynn. In semiconductor, TSMC shows promising growth given strong advanced node and AI momentum. While Apple is launching new iPhone 17 series, most of the Apple suppl ...

Group 1 - The article discusses the potential for investors to identify undervalued stocks that are mispriced by the market as the third quarter comes to an end [1] - It suggests that joining a specific investment group, Out Fox The Street, may provide insights on positioning in these stocks [1] Group 2 - There are no specific companies or stocks mentioned in the article, and it emphasizes the importance of conducting personal research before making investment decisions [2][3][4]

Group 1: Market Overview - The upcoming Federal Reserve rate cut is anticipated due to rising inflation and weakening labor data [1] - The ASX 200 is expected to open lower, with futures indicating a -0.7% loss [2] - Major indices like the S&P, Dow Jones, and FTSE closed in the red, while the Nikkei and Nasdaq saw slight gains of +0.9% and +0.4% respectively [3] Group 2: Company News - ANZ Group has been fined $240 million by Australia's corporate regulator for "engaging in unconscionable conduct," indicating issues in managing non-financial risks [4] - XRG's bid for Santos has a deadline approaching, with a $30 billion buy-up in negotiations that have been paused for four weeks [5] - Lendlease faces a crucial vote to fend off rival Mirvac from its $2 billion property fund [5] - Wildcat Resources confirmed the presence of spodumene at its Harry and Hermione prospects, generating interest on forums [5] Group 3: Commodity and Forex Update - The Australian dollar is trading at 66.4 cents against the US dollar [6] - Iron Ore prices increased by +0.4%, now at $105.90 per tonne [6] - Brent Crude is priced at $66.86 per barrel, while Gold remains strong at $3,646 [6] - US natural gas futures rose by +0.5%, reaching $2.96 per gigajoule [6]

Plus, an AI voice quiz, Oracle's $300 billion deal with OpenAI and growing pains on Mark Zuckerberg's AI superteam, in this edition of the Technology newsletter. ...

Without a big overhang of uncertainty, these two stocks are free to keep climbing higher.Big tech stocks produced some of the biggest gains in the current bull market, which dates back to October 2022.Nvidia, already an industry giant with a market cap around $300 billion at the start of the bull market has seen its value climb more than 14-fold in just a few years to become the first $4 trillion company. That growth was driven by massive spending on artificial intelligence and investor excitement about the ...

Group 1 - The article discusses the author's extensive experience in the technology sector, highlighting a background of over 4 years and involvement with major companies like IBM [1] - The author has an MBA in finance and has been analyzing blue chip stocks for the past 6 years, which has provided valuable insights into the technology sector's dynamics [1] Group 2 - The article does not provide any specific investment recommendations or advice regarding the suitability of investments for particular investors [2][3] - There is a clear statement that past performance does not guarantee future results, emphasizing the uncertainty inherent in investment decisions [3]

Group 1 - Jim Cramer highlighted Micron Technology, Inc. (NASDAQ:MU) as a significant stock, emphasizing its relevance in the semiconductor sector alongside major players like NVIDIA [1][2] - Micron's stock price has seen a notable decline from $64 in April to around $16, attributed to its focus on high bandwidth memory and the data center market [2] - The CEO of Micron, Sanjay Mehrotra, is characterized as less promotional, indicating a more conservative approach to marketing the company's DRAM and data center products [2] Group 2 - There is a belief that while Micron has potential, certain AI stocks may offer better returns with lower risk, suggesting a competitive landscape in investment opportunities [3] - The article hints at the impact of Trump tariffs and onshoring on the semiconductor industry, indicating potential benefits for certain stocks within this context [3]

Core Insights - Retail investors showed significant interest in five stocks during the week of September 8 to 12, driven by market volatility and enthusiasm for AI technologies [1] Group 1: Oracle Corp (ORCL) - ORCL's first quarter report missed expectations but generated buzz due to a massive backlog of $455 billion, which increased by 359% [5] - The stock traded between $118.86 and $345.72 over the past year, currently around $307 to $310 per share, reflecting an 85.42% increase year-to-date and a 90.77% increase over the year [6] Group 2: Opendoor Technologies Inc (OPEN) - OPEN gained attention after appointing a new CEO and co-founders returning to the board, with retail investors optimistic about potential home purchases through the stock [6] - The stock's 52-week range was $0.51 to $10.70, trading around $8 to $10 per share, with a year-to-date increase of 561.64% and a 380.37% increase over the year [7] Group 3: Nebius Group NV (NBIS) - NBIS announced a $17.4 billion contract with Microsoft and a $1 billion stock offering, raising nearly $3.7 billion for expansion, leading investors to view it as undervalued [7] Group 4: UnitedHealth Group Inc (UNH) - UNH attracted institutional interest after a critical technical signal, with retail investors betting on the stability of its insurance offerings [11] - The stock traded between $234.60 and $630.73, currently around $353 to $355 per share, down 29.91% year-to-date but showing a strong short and medium-term price trend [12] Group 5: Apple Inc (AAPL) - AAPL was highlighted following its "Awe Dropping" event, launching the iPhone 17 lineup, which generated positive sentiment among retail investors [12] - The stock's 52-week range was $169.21 to $260.10, trading around $228 to $230 per share, down 5.67% year-to-date but up 3.26% over the year [13]

Core Insights - Retail investors showed significant interest in five stocks during the week of September 8 to 12, driven by market volatility and enthusiasm for AI technologies [1] Company Summaries Oracle Corp (ORCL) - ORCL's first quarter report missed expectations, but it generated buzz due to a massive backlog of $455 billion, which increased by 359% [5] - The stock traded between $118.86 and $345.72, currently around $307 to $310, with an 85.42% increase year-to-date and a 90.77% increase over the year [6] Opendoor Technologies Inc (OPEN) - OPEN gained attention after appointing a new CEO and co-founders returning to the board, with retail investors optimistic about potential home purchases through the stock [6] - The stock had a 52-week range of $0.51 to $10.70, trading around $8 to $10, with a year-to-date increase of 561.64% and a 380.37% increase over the year [7] Nebius Group NV (NBIS) - NBIS announced a $17.4 billion contract with Microsoft and a $1 billion stock offering, raising nearly $3.7 billion for expansion, leading investors to view it as undervalued [7] UnitedHealth Group Inc (UNH) - UNH attracted institutional interest after a critical technical signal, with retail investors betting on the stability of its insurance offerings [11] - The stock traded between $234.60 and $630.73, currently around $353 to $355, down 29.91% year-to-date but up 39.91% over the year [12] Apple Inc (AAPL) - AAPL was highlighted after launching its iPhone 17 lineup, with strong pre-order interest from retail investors [12] - The stock had a 52-week range of $169.21 to $260.10, trading around $228 to $230, down 5.67% year-to-date but up 3.26% over the year [13]

Their prospects look intact despite some recent roadblocks.Apple (AAPL 1.82%) and Eli Lilly (LLY -0.20%) share several similarities. Both are long-standing leaders in their respective industries, having produced market-beating returns over the past 10 years, but have lagged behind the market in 2025.However, despite their poor performances this year, Apple and Eli Lilly still appear to be attractive stocks. In fact, they have qualities that make them likely to deliver excellent returns over the long run, ma ...