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Semiconductors: buying the dip amid AI infrastructure uncertainty

06/11/26 -"Our investment thesis is based on the expectation that growing political and regulatory opposition to AI data centres in the US will result in stricter conditions for new developments, rather than ..."

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55
Language
English
Published on
06/11/26
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Our investment thesis is based on the expectation that growing political and regulatory opposition to AI data centres in the US will result in ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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