The Chip Boom Isn’t the Dot-Com Bubble. The Reason Is Simple

VanEck expert Nick Frasse explained on Full Signal why he’s still bullish on semiconductors.

BY PHIL ROSEN, CO-FOUNDER AND CEO, OPENING BELL MEDIA; CHIEF MARKET STRATEGIST, PROCAP FINANCIAL @PHILROSENN

Every AI chip shipped today gets deployed the moment it arrives.

That’s the simplest reason why the........

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