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Ainos and ASE Partner to Power AI Scent Digitization in Semiconductor Manufacturing
Express News | Shares of Semiconductor Stocks Are Trading Lower Amid Recession Worries Due to Uncertainty Regarding Tariffs and Trade Policy. President Trump Said There Is a "Period of Transition."
ASE Technology Reported February 2025 Revenue Of $1.37B, Up 8.3% YoY; ATM Revenue Of $835M, Up 12.3% YoY
Has AI Trade in the US stock market come to an end? Goldman Sachs voiced that investors will return, and the "third phase of AI Trade" is the most worthy of attention.
Goldman Sachs believes that ongoing technological advancements and profit growth will refocus investors on AI stocks, remaining bullish on their long-term prospects. It is expected that as corporate AI capital expenditure growth slows and AI costs continue to decline, investor attention will shift from the infrastructure of the second stage to the revenue-generating applications of the third stage, with a bullish outlook on companies such as Palantir, Cloudflare, SentinelOne, and GitLab.
ASE Technology Reports Higher February Revenue
Goldman Sachs Expects the AI Trade to Continue Sooner Rather Than Later
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J Servai (JLAPT) : Thank you
73372627 : Nice analysis. I was courious to see here also your point of view from the massive coordonate shorting attack. It is similar with the end of January. And funny the news come from the same sources with same players behind.
I say this because if we look at the imense trigers on SEC 201, I believe this it is not enought and the policies must be adjusted in order to stop those manipulations. The stocks will recuperate on the medium term.
I have an idea who are those actors, but nothing confirmated. And been honest, here on Moo I lost just 8 to 9k. Not to panic yet.
mrpenny : good read. thank you
Still Water : cheap
PeterMaretiree : great idea
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