This implies that if the tech bull market is over for some reason, the Dollar would need to weaken.

What is your opinion on the share of semi contribution to a tech bull market. I mean we have seen a bull market pretty much since more than a decade, and it was mostly led by tech companies, but not only by those were involved in the semi industry or manufacturing of tech supplements of any kind.

Lastly, do you think there is any chance of the tech bull market being in the late cycle or at an inflection point of being soon over?

Appreciate your great work.

Expand full comment

Interesting observation.

Expand full comment