w_t1
2022-10-09

Semicon industry is cyclical but for those with longer time horizon, a down cycle could provide a good opportunity to buy a high conviction company

Is chip slump much worse than expected?
Advanced Micro Devices provided 3rd-quarter revenue estimates that were about a billion dollars less than previously forecast... Its shares dropped nearly 14%, dragging down shares of Nvidia and Intel by over 8% and 5% respectively. Is the chip slump much worse than expected? How much will semi stocks continue to fall?
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Comments

  • PageDickens
    2022-10-09
    PageDickens
    Thank you for sharing! At the same time, you should also pay attention not to buy in the process of falling, otherwise you will feel very sad.
  • DaisyMoore
    2022-10-09
    DaisyMoore
    you are right! The rotation of the industry is inevitable. What we can do is to seize the investment opportunities.
  • keaty
    2022-10-10
    keaty
    I think is not bad...... rise and fall just part of the game. I stuck with some but ok
  • MurrayBulwer
    2022-10-09
    MurrayBulwer
    Now is at the low point of the semiconductor industry, which is a good opportunity to buy!
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