AI Supercycle or Tech Bubble 2.0? Decoding the Nasdaq Surge and the Real Profits Driving the Semiconductor Boom

As the Nasdaq records its longest winning streak in years, investors are left grappling with a trillion-dollar question: Are we witnessing an unstoppable AI supercycle, or the terrifying sequel to the 2000 Dot-Com crash? The answer lies not in the market hype, but in the hard data. While it's true that a 20% to 30% 'narrative premium' has inflated current valuations, today's semiconductor boom is anchored by something the historical bubbles lacked: real, unprecedented profits that are actually outpacing stock price gains

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This episode was published on May 11, 2026.

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