Time to drop AMAT and ASML as New Street pushes semi-cap recovery to 2025 The P/Es are way above historical norms. https://
thetechnologyletter.com/the-posts/time
-to-drop-amat-and-asml-as-new-street-pushes-semi-cap-recovery-to-2025
… $ASML $AMAT #investing #semiconductor

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