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We Will Never Forget This Nasdaq and Semiconductor Moment in History
We are witnessing something that has never happened before in the history of the semiconductor index. The Philadelphia Semiconductor Index went up 17 consecutive trading days starting March 31, the longest streak in its 32-year history, gaining 40% in that window. The Nasdaq 100 is up over 15% since late March. This morning I reflect on why this moment will go down in financial history for decades and why long term investors who stayed patient through the volatility deserve to feel good right now. I also recap my latest Substack post titled "The Most Expensive Bet In History: What is All This…
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