Retail investors are going crazy for chip stocks Since the beginning of this year, retail investors have poured $22.5 billion into U.S.-listed semiconductor ETFs. From early April until now, that number has skyrocketed by over 1000%. In just the past month alone, retail investors bought $12 billion worth, setting a record for the highest single-month purchase in history. For comparison: In 2024 and 2025, retail investors never bought more than $2 billion worth of U.S. semiconductor ETFs in a single month. Now, they’re hitting $12 billion in just one month. At the same time, since June, retail investors have been spending an average of $1.9 billion daily on semiconductor options contracts—16% higher than the $1.6 billion daily record set in May. In simple terms, retail investors are chasing the chip stock rally hard. The stronger AI and chip stocks surge, the more retail investors fear missing out, turning their funds from sitting on the sidelines to chasing the highs. This is a classic sign of the later stages of a market rally: The profit-making effect has trickled down to the very end, and more and more people are starting to believe this wave can keep going up. This post is supported by @MSX_CN Let quality assets flow freely http://(msx.com)/?code=Hl6B41