Market Update: Our View on Semiconductor Valuations
I have attached two charts comparing current semiconductor sector valuations to both the S&P 500 and the
Galaxy Digital has two main businesses: the AI High-Capacity Computing (HPC) data center in Texas, called Helios, and its Digital Asset investment bank. The
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Cannabis use has recently outpaced alcohol use, maintaining a significant investment and driving demand for shares.
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While most AI companies are fully valued or overvalued, we are not in a bubble.
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