Dot.Com Energy Is Back

Dot.Com Energy

The melt-up in tech continues to intensify. Semiconductor momentum is now reaching levels not seen since March 2000, speculative call chasing across semis is exploding, and QQQ just saw its biggest inflows in five years.

At the same time, the AI buildout narrative keeps getting bigger, from exploding token demand projections to red-hot semiconductor and export growth data. Korea’s AI panic keeps accelerating, China tech is starting to wake up again, and even silver is beginning to stir as momentum chases anything tied to the AI boom.