Review of Key Insights from TVB's Program 'Futubull AI on US Stocks' (November 24-28, 2025)

Chen Hongming: On one hand, the market anticipates a short-term rebound in technology stocks due to John Williams’ increased expectations for interest rate cuts. Investors may continue holding core assets such as M7. On the other hand, defensive consumer sectors can be considered. Particular attention should be paid to companies poised to benefit from both the "holiday season" and "downgraded consumption," such as $Walmart (WMT.US)$ or $Costco (COST.US)$ . Even if economic data fluctuates further, these companies exhibit higher certainty, providing your portfolio with resilience against volatility.

Tang Haiwen: Next month will be the final month of 2025 and also a report card for fund performance at year-end. I asked Futubull AI about the historical performance of US stocks in December.$S&P 500 Index (.SPX.US)$Historically, US stocks tend to exhibit a seasonal upward trend in December due to the year-end 'Santa Claus rally,' driven by year-end capital inflows and institutional window-dressing activities such as portfolio adjustments. Stock categories that typically perform well in December include leading tech stocks, consumer and retail sectors, and defensive sectors.

Tan Zhile:Many are aware that GPUs and TPUs are not necessarily in direct competition. Even the highly successful Gemini model recently praised NVIDIA's GPUs and its CUDA software platform for their powerful capabilities.$Alphabet-C (GOOG.US)$The CEO is also praising it.$NVIDIA (NVDA.US)$However, due to recent tightening liquidity conditions in the market, NVIDIA’s GPUs, while versatile, have a relatively higher total cost of ownership (TCO), prompting many enterprises to adopt ASICs instead. This does not imply a lack of growth potential for NVIDIA; however, the market may need more time to digest this information. In the short term, I believe attention can shift to Taiwan Semiconductor’s performance, as both GPUs and TPUs rely on TSMC’s most advanced manufacturing technologies. This is one reason why semiconductor stocks demonstrate strong resilience against market downturns.$Taiwan Semiconductor (TSM.US)$Robinhood is an American financial services company offering cryptocurrency, stock, and options trading. Its share price surged more than fourfold over the past year, earning it the title of 'one of the hottest stocks of 2025.' Reviewing its Q3 results this year, multiple metrics exceeded expectations and set new records. Revenue doubled year-on-year, while earnings per share grew more than 2.5 times. Robinhood’s predictive markets have become one of the standout products in the cryptocurrency space, and the company has gradually expanded the types of tradable events beyond sports and finance to include politics, entertainment, and technology-related areas. This widespread speculative fervor is likely to continue driving Robinhood’s revenue growth. Recently, the company announced plans to enter the futures and derivatives exchange market, with operations commencing in 2026, which could serve as a catalyst for sustained upward momentum in its stock price.

Fiona Wen: $Robinhood (HOOD.US)$Robinhood is an American financial services company offering cryptocurrency, stock, and options trading. Its share price surged more than fourfold over the past year, earning it the title of 'one of the hottest stocks of 2025.' Reviewing its Q3 results this year, multiple metrics exceeded expectations and set new records. Revenue doubled year-on-year, while earnings per share grew more than 2.5 times. Robinhood’s predictive markets have become one of the standout products in the cryptocurrency space, and the company has gradually expanded the types of tradable events beyond sports and finance to include politics, entertainment, and technology-related areas. This widespread speculative fervor is likely to continue driving Robinhood’s revenue growth. Recently, the company announced plans to enter the futures and derivatives exchange market, with operations commencing in 2026, which could serve as a catalyst for sustained upward momentum in its stock price.

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