Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Jim Handy
Semiconductors, Memory and SSDs Specialist
•
Objective Analysis
Message
Follow
Location:
United States
Joined:
27 February 2018
190
Insights
73.5k
Views
196
Followers
Information Technology
•
Thematic (Sector/Industry)
•
Equity Bottom-Up
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bearish
•
Thematic (Sector/Industry)
•
13 Nov 2024 09:09
2025 High Conviction: AI Chip Spend Slows
AI spending is driving strong semiconductor growth today, but see why hyperscale spending, like 2000's Internet Bubble, is approaching an overbuilt...
Jim Handy
218 Views
Share
bearish
•
Thematic (Sector/Industry)
•
17 Oct 2024 11:39
Semis Just Broke a Record. Why Did Nobody Notice?
August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...
Jim Handy
321 Views
Share
bearish
•
Thematic (Sector/Industry)
•
19 Sep 2024 11:47
Current Semi Surge Still Strong
The semiconductor market is experiencing a surge in demand driven by AI, but history suggests a potential collapse may be on the horizon.
Jim Handy
246 Views
Share
bearish
•
Thematic (Sector/Industry)
•
22 Aug 2024 03:31
Could a Japan "Megaquake" Disrupt Semis?
Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before. This insight examines what that...
Jim Handy
197 Views
Share
bearish
•
Thematic (Sector/Industry)
•
24 Jul 2024 06:51
Is the AI Boom Over?
Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing...
Jim Handy
438 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.42.0
x