Svwang1: semiconductors are cyclical — today's peak may take 25 years to recur
Svwang1 · x · 2026-11-12
Investor Svwang1 offers a sober take on the AI chip boom: semiconductors are an inherently cyclical industry, and each generation has to be dragged, kicking and screaming, into accepting that some highlight moments may not return for another quarter century — a caution against extrapolating today's exuberance indefinitely.
Related event: Investor Warns Semiconductor Boom May Take 25 Years to Return(2 posts)→
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