Semiconductor Surge Is Starting to Look Unsustainable

Semiconductor stocks are surging and the move is getting extreme.

Chuck Zodda and Marc Fandetti break down a historic rally in chip stocks and why past cycles suggest it may not end well.

Also covered:

Why AI demand is driving an unprecedented surge in semiconductors

What past boom and bust cycles say about where this could go

Early signs housing may be stabilizing despite weak sentiment

How tariff refunds could benefit companies more than consumers

The debate over corporate power and its impact on affordability

How long this surge can last and what could come next.

The skinny

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