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Post by BraVoCycles

Published Apr 29, 2026Updated Apr 29, 20262 min read

Semiconductor's Valuations

  • Semiconductor's market cap has never been so extended, fwiw.
  • It is twice of the one at the 2000 dot-com peak. It will come down eventually, the question is of precise timing. See my SMH cycle chart posted a few days ago.


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