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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 683.38+0.1%Nov 12 4:00 PM EST

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To: Johnny Canuck who wrote (59871)9/5/2024 2:14:20 AM
From: Johnny Canuck1 Recommendation  Read Replies (2) of 67879
 
Analysts downgrades ASML on AI being overhyped:

ASML Holding NV Message Board - Msg: 34808538 (siliconinvestor.com)

First mention I have seen of an actual company downgrade based on this issue. Are there cracks in the story showing up on the chip design side and is the fear of overcapacity starting to emerge.
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