Why do we have multiple analysts vashing that Semis are overblown (AMD, NVDA, MU) whereas their respective CEOs are promising 40% growth QoQ with super confidence.
How can the CEO and the Analyst be so tangential.
Even looking at the previous results of all Semis I didn't find any bad numbers (Except INTC ofcourse, They seem to burning lot of cash to build new fabs).
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