Tech-related sectors have dramatically outperformed the broader market since ChatGPT’s debut, driven by an AI-led investment boom.
Nvidia, Broadcom, and other semiconductor-linked firms have seen extraordinary returns, reflecting soaring demand for AI infrastructure.
The launch of ChatGPT in late 2022 set off one of the most intense technology investment cycles in decades. Investors shifted capital toward companies and sectors positioned to benefit from AI infrastructure, cloud computing, and digital services.
Source: VisualCapitalist
are we invested or should we monitor? Is this sector overvalued?
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