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>> No.55790284 [View]
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55790284

>>55790185
I'm using basic economic activity (so what's coming out of the fab), and the forecast of our CFO. There was a few joke about valuation and there are so much AI can impact the whole semi industry. Pic rel was shared during the townhall meeting and the remarks was "we MIGHT see a bottom but there is a lot of risk that the downtrend extend"
So the current price action doesn't match the reality, as simple as that

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