"Valuations among top chip stocks have begun to diverge in a big way, with this sector becoming one of the most difficult to value overall."
"Determining which chip stocks are the best picks in this current market isn't an easy task. Valuations are all over the place, as are growth expectations."
"After all, we really do have no idea how much future demand has been pulled forward - we'll only know in retrospect looking back."
"For certain chip stocks, it does appear that the market may have gotten ahead of its skis, so to speak, on its forward growth estimates."
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