Don’t believe the AI hype: Needham downgrades Applied, ACLS, etc. Even if Nvidia’s incremental chip demand for AI doubled, it would’t drive a lot more wafers to be manufactured at Taiwan Semi. https://
thetechnologyletter.com/the-posts/dont
-believe-the-ai-hype-needham-downgrades-applied-acls-etc
… $AMAT $ACLS $AEIS $NVDA $TSM $KLAC $ONTO $NVMI #investing

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