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Tracking semiconductors and other industry bubbles

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Our Bubble Watch report can help identify when a theme or industry may be in a bubble, though it does not call a top. Electric vehicles, clean energy, hardware, and semiconductors, among others, top our Bubble Watch report. Our report is useful for knowing mean reversion risk, though should not be used as a sell signal.

Ned Davis Research | Thematic | On the Radar | Weekly

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