POPA ReconAnd now, the trigger that has broken the semiconductor investment sentiment is the Morgan Stanley report.
And now, the trigger that has broken the semiconductor investment sentiment is the Morgan Stanley report. The place where “WINTER IS COIMING” was written a long time ago haha (Hanik 200,000 won then, now 2 million won) The argument here is to sell semiconductors and buy big tech. At the end of the report, I created another corner to escape to. “I don’t think the demand for AI is going down.” If AI demand does not subside This means that if semiconductor stock prices drop excessively, it is okay to catch them.
The excerpt is quoted from a public Telegram channel, which owns its text.