I never would have bought semis on crazy pricing extrapolations, nor would I have believed that power equipment producers could ever moon-shot as they have—both are highly cyclical industries that are obviously over-earning as they cycle through short-term bottlenecks.
Many corporates are so desperate for workers, that they’ll subsidize education, they’ll sign agreements where students can work off their debt in the first few years of employment, they’ll literally guarantee student debts.