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The tech sector hasn’t been this top-heavy in decades. That could be an opportunity for investors hunting for bargains. - MarketWatch

1. Tech sector reliance on few stocks reaches a multidecade low. 2. NVDA, MSFT, and AAPL make up two-thirds of tech sector value. 3. Semiconductor stocks like NVDA continue to perform well amid market divergence. 4. Passive investment flows favor large tech firms like Nvidia. 5. Nvidia receives tariff exemptions for semiconductor exports in a politicized setting.

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FAQ

Why Bullish?

Nvidia's prominent position in the tech sector benefits from ongoing AI trends and exemptions, historically leading to positive price movements.

How important is it?

The article highlights Nvidia's leading role in the tech sector and tariff benefits, suggesting sustained investor interest.

Why Long Term?

As demand for semiconductors and AI solutions grows, Nvidia's long-term growth trajectory remains strong, akin to past tech booms.

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