🚨 SEMICONDUCTOR BUBBLE?

Chips now = 19% of S&P 500

HIGHEST EVER 📊

For context:

Dot-com peak 2000 = ~9.5%

We're at DOUBLE that

Is this 1999 all over again? 💀

Or are chips the new oil?

Bubble = pops

Regime = stays

What's your take? 👇

$NVDA $AMD $SOXX