ポスト
$SOX is now down 11% from last week's high. There are still some expensive semis out there, but the risk/reward for the sector at-large now looks better. $TSM and $ASML's 2025 commentary was solid and it feels like a lot of chasers have been flushed out. https://t.co/QlR7i3xbJG
メニューを開く