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AI semiconductor valuations are increasingly detached from fundamental revenue metrics, with single-client dependency creating unsustainable margin compression risks.

Impact: Investors and executives must prioritize client diversification and realistic unit economics over growth narratives to preserve capital during market corrections.

— from Market Volatility, Semiconductor Margins, and Crypto Allocation Strategies · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Jun 25, 2026