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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 598.24+0.4%Nov 8 4:00 PM EST

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To: Johnny Canuck who wrote (59910)9/9/2024 5:15:22 AM
From: Johnny Canuck  Read Replies (1) of 60899
 
AVGO call bottom of non-AI cheap sales, but to more normal demand levels???

ASML Holding NV Message Board - Msg: 34811381 (siliconinvestor.com)

AI revenue flat wit the previous quarter. That is not the growth analyst want to see. Mix 2/3 chip and 1/3 networking.

ASML Holding NV Message Board - Msg: 34811383 (siliconinvestor.com)

AVGO continuing to buy companies to drive growth. Long term in the era of no cheap money, I am not sure it is sustainable.

ASML Holding NV Message Board - Msg: 34811419 (siliconinvestor.com)

Accelerating deployment in AI in 2025, next q flat guidance is a short term issue

ASML Holding NV Message Board - Msg: 34811443 (siliconinvestor.com)

ASIC the future of AI chips not standalone products

ASML Holding NV Message Board - Msg: 34811455 (siliconinvestor.com)
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