Semiconductor Stocks Are Overbought, Morgan Stanley's Shalett Warns
THE SO WHAT
When a major wealth CIO calls chip stocks “meaningfully overbought” after ~100% YTD moves, it’s a reminder that AI infra exuberance can outpace fundamentals. Operators planning multi-year hardware bets should separate market froth from supply reality—lock in critical capacity, but don’t let equity prices dictate your deployment timing.
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