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$Lasertec (6920.JP)$ It may be considered pessimistic toward...

$Lasertec (6920.JP)$ It may be considered pessimistic towards semiconductors, but I think expectations are too high in both Japan and the United States. Even if the earnings are good, they are not sold as much as expected. The same goes for Nvidia. Expectations are too high, and it is very unsettling when they will collapse.
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普通のおじさん
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