If demand materializes in accordance with sell-side estimate...
If demand materializes in accordance with sell-side estimates for the next few years, only a few of these AI-Semiconductor names are expensive (notably the design software ones, $Cadence Design Systems(CDNS.US$ and $Synopsys(SNPS.US$ ).
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103059927 : So which one is worth buying now ? TIA
102589848 103059927: anything less than PEG 1.2x is undervalued