We Will Never Forget This Nasdaq and Semiconductor Moment in History

We are witnessing something that has never happened before in the history of the semiconductor index. The Philadelphia Semiconductor Index went up 17 consecutive trading days starting March 31, the longest streak in its 32-year history, gaining 40% in that window. The Nasdaq 100 is up over 15% since late March. This morning I reflect on why this moment will go down in financial history for decades and why long term investors who stayed patient through the volatility deserve to feel good right now. I also recap my latest Substack post titled "The Most Expensive Bet In History: What is All This AI CapEx Actually For?" and dig into the most important question in markets right now: with the five major hyperscalers collectively committing over a trillion dollars to AI infrastructure, how do we separate genuine compute demand from hopeism?Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Semiconductors #SMH #Nvidia #NVDA #Amazon #AMZN #Google #GOOGL #Microsoft #MSFT #Meta #META #Oracle #ORCL #AICapEx #Hyperscalers #AIinfrastructure #HistoricRally #stockanalysis #marketwatch #RigatoniCapital$QQQ $SMH $NVDA $AMZN $GOOGL $MSFT $META $ORCL