moomoo

A Smarter Option for trading options, stocks, ETFs, now crypto*!

[moomoo @moomoo]

What event market should moomoo launch next？

Drop your best idea below. The top 3 most-liked eligible comments will receive rewards.

$50 for 1st place
$30 for 2nd place
$20 for 3rd place.

Your idea may also be considered for future event markets on moomoo.

[moomoo @moomoo]

🎟️ GIVEAWAY: Citi Field plans?
We’re giving away two suite tickets to a concert on July 18.

Complete the headliner.

To enter:
Follow @moomoo
Comment your guess with #moomooSuiteLife #moomoo
1 winner will be randomly selected.

Sweepstakes closes July 12. T&C apply: https://t.co/teGkPd93ZP
No purchase necessary. Securities offered through Moomoo Financial Inc., Member FINRA/SIPC.

[moomoo @moomoo]

@Jin67171 Hi there! Loved your analysis post. Would be keen to explore a sponsorship collaboration if you are interested! Kindly shoot us a DM! -- Moomoo

[moomoo @moomoo]

【Moo News】
Anthropic’s growth story may matter far beyond one AI model company.

According to SemiAnalysis, its rapid ARR expansion is being driven heavily by API usage and agentic workflows, especially as tools like Claude Code push more coding activity, token consumption and compute demand.

That creates a broader read-through for the AI stack.

More agent activity can mean more demand for:
AI chips and custom silicon, cloud infrastructure, developer workflow tools, data platforms, observability, and edge computing.

The interesting part is the business model.

Unlike consumer subscriptions, usage-based API revenue can keep expanding as existing customers run more agents and process more tokens.

So the bigger question is whether agentic AI is becoming a new demand engine across the entire infrastructure and software stack.

Learn more:
https://t.co/iyqJZiGnSS
Investing involves risk. Content provided by Moomoo Technologies Inc.

[moomoo @moomoo]

【Moo News】
The $NVDA debate is getting more complicated.

BofA’s latest view argues that some of these risks may already be reflected in Nvidia’s valuation.
But the real test comes next.

Can gross margins stay resilient as memory costs rise?

Can hyperscaler demand keep growing despite more custom silicon?

And can Nvidia maintain its share of AI infrastructure spending as the market gets more competitive?

The next earnings call may matter less for one quarter’s revenue beat and more for whether those three assumptions still hold.

Learn more:
https://t.co/iyqJZiGnSS
Investing involves risk. Content provided by Moomoo Technologies Inc.

[moomoo @moomoo]

【Moo News】
The Dow is approaching 53,000, while parts of the AI and semiconductor trade remain under pressure.

That divergence is putting a new question in front of the market:
Is leadership starting to broaden?
Industrials, healthcare, financials and consumer staples have all played a bigger role in the Dow’s recent strength.

At the same time, some “old economy” names are being re-read through an AI infrastructure lens.

$CAT is no longer discussed only as a cyclical machinery company. $CSCO is increasingly tied to data center networking demand.

Healthcare names have also benefited from investors looking beyond crowded technology trades.

The key issue now is whether this is a durable broadening of earnings leadership, or simply a rotation away from areas that had already run hard.

The Dow near 53,000 may be less about one index milestone, and more about a market that is trying to find new leadership beyond the usual AI winners.

Learn more here:
https://t.co/iyqJZiGnSS
Investing involves risk. Content provided by Moomoo Technologies Inc.

[moomoo @moomoo]

BUZZING NOW: $AAPL is pushing more silicon in house, but its expanded deal with $AVGO suggests Broadcom still has a place in Apple’s RF and custom ASIC roadmap through 2031.

[moomoo @moomoo]

【Moo News】
Semis are under pressure.
$MU, $QQQ and $DRAM have all pulled back as investors reassess the next phase of the AI trade.

Several questions are now moving to the front of the market:
Is hyperscaler capex still accelerating? Can memory pricing stay firm?

Will AI hardware demand keep supporting GPUs, HBM, networking and data center infrastructure? And how much of the recent AI rally was already priced in?

The next big checkpoint is earnings season.

Capex guidance, memory pricing and AI infrastructure demand may matter more than any single technical signal.

Learn more here:
https://t.co/iyqJZiGVIq
Investing involves risk. Content provided by Moomoo Technologies Inc.

[moomoo @moomoo]

Save the Date: Markham Store Grand Opening Celebration is on July 10!

We are throwing a major celebration to mark our official Grand Opening, and we want you to be a part of it. Come celebrate with us and experience the future of trading in style!

📍 Find us: CF Markville | Level 2, Unit 2151
📅 When: July 10 grand opening
Here is a sneak peek of what we have lined up for you:
🦁 Spectacular Dragon & Lion Dance
🎙️ Expert Panel Insights
🎁 Surprises & More, Stay tuned for exclusive opening-day perks, local community networking, and special giveaways!

Looking forward to seeing you on July 10.

Let’s celebrate together! 👋
#moomooCanada

[moomoo @moomoo]

SK Hynix lists on Nasdaq July 10. $MU has been the only US proxy for Korean memory. That changes Thursday.

New moomoo users: fund $5,000 by July 31 and get $30 in $SKHY stock. Stacks with 8.1% APY and up to $1,000 in NVDA.

https://t.co/od4JgFaowL

[moomoo @moomoo]

【Moo News】
Cybersecurity is becoming one of the quieter AI-adjacent trades.
While most of the AI conversation has focused on chips, data centers and compute, security stocks have also been moving higher.

The reason is simple: as AI systems become more powerful, companies may need stronger protection around identity, cloud infrastructure, data access, agents and network traffic.

That puts several areas back in focus: AI data center security, identity and access management, agent monitoring, cloud observability, and platform-based security spending.

The key debate is whether cybersecurity is still a software sector story, or becoming part of the AI infrastructure stack.

Learn more here:
https://t.co/iyqJZiGVIq
Investing involves risk. Content provided by Moomoo Technologies Inc.

[moomoo @moomoo]

【Moo News】
AI capex may be the next big test for semis.
BofA reportedly raised its 2026 to 2028 capex estimates for major hyperscalers, with AI infrastructure spending still moving higher.

That matters because the semi trade is tied to more than chip earnings.
It is tied to how much $GOOG, $AMZN and $META keep spending on AI capacity.

If capex stays high, it supports demand visibility for GPUs, ASICs, HBM, AI servers, networking chips, optical modules and advanced packaging.

If capex slows, the market may start asking whether AI infrastructure demand is peaking near term.

That creates a key split heading into Q2 earnings:
Big Tech wants better returns on AI spending. Semis need confidence that the spending cycle is still intact.

Learn more here:
https://t.co/iyqJZiGnSS
Investing involves risk. Content provided by Moomoo Technologies Inc.

[moomoo @moomoo]

Research should help you decide faster, not keep you stuck longer.

Fundamental Engine on moomoo puts key company insights, analyst expectations, and money-flow signals in one place.

Now from $0.99/month with a 30-day free trial:
https://t.co/8BR5vF5edL

Featured tools are available to moomoo Engine members only. Moomoo Engine is a paid subscription ($3.99/mo or $39.90/yr; auto-renews). Subscription fee automatically reduces to $0.99/mo when account assets exceed $1,000 at the time of billing.

Available to eligible Moomoo Financial Inc. brokerage account holders. Rates and features are subject to change. Other terms and conditions apply.

[moomoo @moomoo]

Hey Traderstewie!

We’re reaching out from Moomoo, the NASDAQ listed ($FUTU) brokerage platform with 30million worldwide users!

We’ve been following your amazing content and believe you’d be a great fit to collaborate on some financial educational contents together.

Let us know if you are interested and DM us with your contact attached, we will have our partnership manager reach out to you subsequently!

Looking forward to hearing from you!

Sincerely,

Partnership Team
Moomoo

[moomoo @moomoo]

Hey great_martis!

We’re reaching out from Moomoo, the NASDAQ listed ($FUTU) brokerage platform with 30million worldwide users!

We’ve been following your amazing content and believe you’d be a great fit to collaborate on some financial educational contents together.

Let us know if you are interested and DM us with your contact attached, we will have our partnership manager reach out to you subsequently!

Looking forward to hearing from you!

Sincerely,

Partnership Team
Moomoo

[moomoo @moomoo]

Big events can put travel, ads, payments, hospitality and consumer activity back in focus.

But the market impact is rarely simple.

Which area are you watching most?

[moomoo @moomoo]

H1 check-in on Mag 7.
The group is no longer moving as one trade.
Some names are tied to AI capex. Some are cloud and software stories. Some still depend on product-cycle recovery.
Which factor are you watching most in H2?

[moomoo @moomoo]

【Moo News】
$SKHY’s Nasdaq listing is putting AI memory back in focus.

The headline is direct U.S. access to one of the key HBM suppliers behind the AI infrastructure buildout.

With institutional interest indicated and proceeds expected to support semiconductor capacity, packaging facilities and EUV equipment, the listing gives investors a clearer lens on the HBM supply chain.

Learn more here:
https://t.co/iyqJZiGVIq
Investing involves risk. Content provided by Moomoo Technologies Inc.

[moomoo @moomoo]

【Moo News】
The AI memory chain reaches into bonding, stacking, TSV tools, CMP, wet materials, wafer processing and the AI chip ecosystem.

With $SKHY heading to Nasdaq, the market is getting a more direct lens on HBM.

But the bigger question is supply chain durability:
Is HBM a long term AI bottleneck, or another memory cycle that eventually normalizes?

Share your view below.

Learn more
https://t.co/iyqJZiGnSS
Investing involves risk. Content provided by Moomoo Technologies Inc.

[moomoo @moomoo]

BUZZING NOW: $SKHY’s planned Nasdaq ADR offering is drawing attention as a major U.S. listing for an AI memory leader, with pricing expected July 9 and trading expected July 10.