"...given the market's irrational tendency to trade on momentum and sentiment - especially with strong Q3 results likely - further speculative valuation gains could compound in the near term ." - from my Q3 Earnings Preview (emphasis added).Oliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting com ...