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
189
Insights
72.8k
Views
195
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)
•
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
288 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
238 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
190 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
430 Views
Share
bearish
•
Micron Technology
•
26 Jun 2024 06:09
Micron Earnings - What to Expect
Micron will highlight AI strength & HBM in its earnings call, but double-ordering could soon lead to a market collapse. Semiconductor market...
Jim Handy
292 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.39.3
x