MKH digital publication

AI–Semiconductor Valuations and the Culture of Individualism

Letinka

Small preface: This is an essay about bubbles—both economic and personal. The AI–semiconductor rally has become the defining financial story of the decade, and this piece explores why that market mirrors something far more familiar: the inflation of the self in a hyper-individualistic culture. Here, I trace how what we believe becomes what we value, how stories take on real economic weight, and how acting certain influences both markets and our own identities. Whether you’re finance-coded or simply trying to understand the world we’re living in, this piece offers a way to read both economic systems and emotional ones with...

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