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But we saved everything 🙂.
Nate Geraci highlights that companies listed in the PHLX Semiconductor Index, including major names such as Micron, Nvidia, Broadcom, and Intel, have collectively gained nearly $6 trillion in market capitalization just this year.
Geraci points to the extraordinary growth within the U.S. semiconductor sector over the period, citing data shared by Jared Mitovich.
Geraci has previously commented on investment strategies, noting that active managers take risks and do essential work while passive investors benefit. In an earlier update, he also observed that major securities markets are quickly advancing toward tokenization. These observations come as he tracks notable movements across U.S. financial sectors.