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gainify_io Avatar Gainify @gainify_io on x 8104 followers Created: 2025-07-18 10:15:16 UTC

X of the world’s largest semiconductor stocks.

X completely different stories.

In just X months, P/E multiples soared for: $NVDA: 26.0x → 40.1x $AMD: 22.8x → 40.6x $AVGO: 27.8x → 41.3x

Meanwhile, value names barely moved: $TSM: 16.2x → 19.3x $ASML: 27.6x → 27.2x

Does this two-speed valuation make sense?

XXXXX engagements

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Related Topics asml nvda $asml $tsm $amd stocks $0981hk the worlds

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