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bearish
Semiconductors and Semiconductor Equipment
Is the AI Boom Over?
Jim has highlighted this Insight as a Top Pick
Thematic (Sector/Industry)
543 Views
23 Jul 2024 22:51
Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing share price drops for Nvidia and major DRAM makers.
What is covered in the Full Insight:
Introduction
Nvidia's Q2 Guidance
Supply Chain Issues
Inventory and Market Dynamics
Future Outlook
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 2-minute read)
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