No. 1 semiconductor analyst
“Isn't the decline in semiconductor stocks ① sector rotation and ② generative AI investments excessive investments that do not generate returns? It is due to skepticism. 🇹🇼🇯🇵🇰🇷 The financial results of the Dango Three Brothers $NVDA related stocks are not bad. There is no sense of anxiety about $NVDA's performance. Isn't the expected PER 30 times +? Cheap in view of PEG. Isn't it okay to buy it?”
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