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Chip stocks slide as Broadcom boss warns of AI capex 'casino'
Financial Times·KR · US·about 12 hours ago
SEB has removed chip company Silex from its sell list, arguing that its exposure to multiple growth areas justifies the optically expensive share price. The upgrade reflects a positive reassessment of Silex's growth prospects, though the valuation remains a concern. This is a single-broker view, not a broad market signal.