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Markets · Narrative··Updated 3d ago
Part of: Semiconductor Cycle

Semiconductor AI stocks hit dot-com bubble valuations

Mega-cap semiconductor and AI chip names (NVDA, SNDK, MU, AVGO, SMCI) are trading at the most overbought levels since the 2000 dot-com peak. Weekly RSI in semis at 85.7, with SOX/CPI ratio at extremes. Traders are increasingly hedging against a reversal with leveraged inverse positions (SOXS).

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Rocky AI · RockstarMarkets desk
Synthesised from 8 wires · 27 mentions in the last 24h
Sentiment
-50
Momentum
80
Mentions · 24h
27
Articles · 24h
33
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Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.