It’s reminiscent of the dot-com bubble to at least one investment advisor.

Harvard Business school professor Willy Shih knows that a crash is coming for semiconductors

It’s reminiscent of the dot-com bubble to at least one investment advisor.

The recent rally has shown a broadening of the AI trade beyond chipmaking giant Nvidia.

Chips are essential to the AI build-out, and that's driving a huge burst of demand and creating an investment frenzy.