$Philadelphia Semiconductor Index(SOX)$ outperformed the $S&P 500(.SPX)$ by +385% during the Dot Com Bubble.
We are at +71% in favor of SOX during the current bull run.
Plenty more juice left in the Semi space if the AI Bubble is going to reach Dot Com levels.
$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA Corp(NVDA)$ $Broadcom(AVGO)$ $Micron Technology(MU)$ $ARM Holdings Ltd(ARM)$
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https://x.com/Marlin_Capital/status/1801370090379886984
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