Are retail AI trades no longer "chasing" large-cap stocks? Embracing a broader semiconductor ecosystem

Glonghui May 21｜According to online investment platform Webull's data, retail investors are no longer concentrating their artificial intelligence investments on just a few of the largest chip manufacturers. According to Webull Group President and U.S. CEO Anthony Denier, users are increasingly building positions across a broader semiconductor ecosystem. He stated that the platform released its latest AI-driven research tool, Vega Analyst, yesterday, and that currently, stocks related to AI infrastructure and semiconductors are experiencing the strongest growth, followed by integrated device manufacturers and memory and storage companies. "We are seeing further activity in these sectors, indicating that investors are broadening their investment scope, shifting focus from just the largest chipmakers to the wider artificial intelligence supply chain," Denier commented. In addition to these core areas, data center REITs and operators, as well as semiconductor packaging and outsourced assembly and testing companies, are also drawing increasing attention. Denier believes this further demonstrates that investors are positioning themselves throughout the entire AI and semiconductor ecosystem, rather than solely focusing on the well-known chip manufacturers.