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BREAKING: The S&P 500 semiconductor industry now accounts for a record 41.9% of the total market cap of the information technology sector.
Since the 2022 bear market, this percentage has more than DOUBLED.
By comparison, this percentage was less than 10% in 2013.
At the same time, semiconductors represent a record 47.1% of the information technology sector's forward EPS.
This percentage has nearly TRIPLED since 2023.
The market has never been more dominated by chip stocks.

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