The (https://www.marketwatch.com/story/why-its-time-to-start-discussing-semiconductors-like-commodities-there-may-be-a-supercycle-99eda2bf?mod=mw_rss_topstories) is exactly backwards. When Ned Davis says treat semiconductors "like commodities," that's not bullish—it's the death knell. Commodities don't have supercycles; they have commodity margins. The moment everyone agrees on structural scarcity, you've hit peak pricing power.

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