immagine del profilo
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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immagine del profilo
@Pezi However, ASML has given a good outlook for AI machines (EUV)
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immagine del profilo
@SemiGrowth right again
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