$ASML(ASML.US) Speaking as an old-timer, here’s the truth: this chip rally is driven by both rate-cut catalysts and the market’s willingness to fully buy into the AI bubble.
I still remember the 2018 tech crash vividly — when money gets too excited, risk management goes out the window.
Right now, valuations for leaders like ASML just won’t come down, and if they fail to deliver on fundamentals in the second half, a stampede could happen in minutes.
Don’t let the short-term hype blind you.
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