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Mr.Abrash

06/22 16:07

JUST IN: Bernstein’s Stacy Rasgon says we’re enter

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JUST IN: Bernstein’s Stacy Rasgon says we’re entering the first true semiconductor supercycle, with revenue set to rise from $800B to $1.3T and demand across sub-sectors skyrocketing. Could signal sustained AI-driven capex, $SOXX/semis watching.
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