The Chip Frenzy Resumes: Small is Beautiful
As we approach the first options expiration session of the year (it is already the third Friday of the month), investors are still fumbling through their 2026 strategies. They are seeking alternatives to AI behemoths, yet their love affair with semiconductors endures, as yesterday's trading once again made abundantly clear. Small-cap US stocks, emerging markets, and even European equities remain in vogue.