It's unlike anything I've seen in 15 years of institutional research.
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Thursday, July 30, 2026 • Daily Market Alert
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Daily Market Alert
📊 The Number
$1 Trillion
Market value erased from global AI chip stocks — leaving Nvidia at its
cheapest valuation multiple since 2015, before the AI boom began.
📊 Is this the buying opportunity of the decade in AI chips?
▲ Yes, buy the dip
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▼ No, more pain ahead
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One click — see how other DMA readers voted
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$1 Trillion Just Vanished From AI Chips. Nvidia Is Now Cheaper Than It Was in
2015.
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