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ASML Investors Could React Negatively If Quarterly Orders Are No Longer Provided -- Market Talk
ASML Could Tamp Down Sales Guidance Range -- Market Talk
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
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hardeep dhaliwal : I also researched this and by all measures Micron technology is Great growth stock . This stock has double upside potential in upcoming 2 years
Money Thrill OP hardeep dhaliwal : Indeed, but retailers and analysts don't see the transformation in the most advanced energy-efficient microchips. i know this from imec, Belgium. This is very complex because miniaturization. Photo research with EUV asml, the machine of Mu
hardeep dhaliwal Money Thrill OP : Yeaa i also Checked About 2 days ago at the moment Micron is leading In Innovation While there are some articles on that but still Retailers and Firms haven’t acted upon that information very much