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Dividend Collector$NASDAQ Composite Index(.IXIC.US)
U.S. stocks have repeatedly hit record highs, yet the P/E ratio has simultaneously dropped significantly.
— Behind this unprecedented combination is the joint, temporary boost to profit expectations from the surge in AI chip demand and the Iran war.
Once the AI boom reverses or a ceasefire materializes, valuations that seem "cheap" today may ironically appear expensive in hindsight.
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