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Retrieved on: 2024-03-26 18:20:10
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Summary
The article discusses how AI-driven demand has boosted fabless semiconductor companies like Nvidia, causing them to heavily influence the S&P 500 Index. High stock valuations introduce risks, and figures like Max Wasserman advise caution due to the semiconductor industry's cyclical nature and current high multiples.
Article found on: www.gurufocus.com
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