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To: Johnny Canuck who wrote (59871)9/5/2024 2:14:20 AM
From: Johnny Canuck1 Recommendation

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  Read Replies (2) | Respond to of 67962
 
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.