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