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MSFTMETATSLAGOOGLNEUTRALBEARISHSubstantive discussion · 3/5

Overpriced semiconductor and tech stocks near top

Mega-cap tech and semiconductor momentum stocks are drastically overvalued and likely reaching a multi-year cycle peak.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE