Pezi@Pezi

2Mon

I'm currently staying away from anything to do with AI or semiconductors. The outlook from $ASML was poor and ASML, as a machine manufacturer, is the start of the supply chain.

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SemiGrowth@SemiGrowth

2Mon

@Pezi However, ASML has given a good outlook for AI machines (EUV)

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news03@user03

2Mon

@SemiGrowth right again

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