something wrong when you write that a PE of 80 is better. They are both very nice buys, but they are both emense overvalued. Comminga resession or sell of, these will fall enourmous. Ok for trading, not ok for long. export fromtaiwan is down 26 and 13 % yoy in march and april, tsm reported down for may also y over yer with 4%. I would say semis still are soft
Better Buy: AMD vs. Nvidia
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