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Bill Nygren
Harris | Oakmark
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Clip aired inside a market-open news wrap on a day chip names were broadly down 2-3% (Micron, Intel, Qualcomm -3%, Nvidia -2%).
“We're certainly not in the camp of saying things are wildly overvalued, but there's a lot of investor behavior that's somewhat reminiscent of prior peaks, especially like the dot-com bubble.”
S&P 500 since this was said: ▼ -1.0% · 7,534 → 7,458 · as of 2026-07-17
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