I believe that after $Tesla Mo

2022-10-22

I believe that after $Tesla Motors(TSLA)$, electronics sector will underperform in Q3 earnings season.

A negative trend in terms of prices and lead time extensions is still observable. Components continue to be on allocations and delays in deliveries commonly. However, global signals of slumping demand mainly in the consumer electronics sector and thus signals of easing constraints in the supply chain of semiconductors are becoming more common. Nonetheless, these signals do not refer to all components and the signals do not yet translate into tangible and visible improvements, shortening of the lead times or higher availability. For many key manufacturers it is still rather the opposite.

@TigerStars

@CaptainTiger

@MillionaireTiger

Which sector may miss expectations in Q3 like TSLA?

Tesla‘s latest financial results missed Wall Street expectations for the first time. Its shares fell 6% after the bell. The market rally stopped last night, which indicated more uncertain future. Do you think which sector may fall short of expectations in Q3 like TSLA? Join our topic to win hundreds of tiger coins~

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Svengers19
2022-10-22
Svengers19
Thanks for sharing
CET 789
2022-10-22
CET 789
[Cool] [Cool] [Cool]
ProtectorK
2022-10-22
ProtectorK
K
Newvestor
2022-10-22
Newvestor
[Strong]
StarryEyes
2022-10-22
StarryEyes
Ok
StarryEyes
2022-10-22
StarryEyes
K

Leave a comment

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Components continue to be on allocations and delays in deliveries commonly. However, global signals of slumping demand mainly in the consumer electronics sector and thus signals of easing constraints in the supply chain of semiconductors are becoming more common. Nonetheless, these signals do not refer to all components and the signals do not yet translate into tangible and visible improvements, shortening of the lead times or higher availability. For many key manufacturers it is still rather the opposite. <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3527667618000160\">@CaptainTiger</a> <a href=\"https://ttm.financial/U/3527667618821228\">@MillionaireTiger</a></body></html>","htmlText":"<html><head></head><body>I believe that after&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>,&nbsp;electronics sector will underperform in Q3 earnings season. &nbsp; A negative trend in terms of prices and lead time extensions is still observable. Components continue to be on allocations and delays in deliveries commonly. However, global signals of slumping demand mainly in the consumer electronics sector and thus signals of easing constraints in the supply chain of semiconductors are becoming more common. Nonetheless, these signals do not refer to all components and the signals do not yet translate into tangible and visible improvements, shortening of the lead times or higher availability. For many key manufacturers it is still rather the opposite. <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3527667618000160\">@CaptainTiger</a> <a href=\"https://ttm.financial/U/3527667618821228\">@MillionaireTiger</a></body></html>","text":"I believe that after $Tesla Motors(TSLA)$, electronics sector will underperform in Q3 earnings season. A negative trend in terms of prices and lead time extensions is still observable. Components continue to be on allocations and delays in deliveries commonly. However, global signals of slumping demand mainly in the consumer electronics sector and thus signals of easing constraints in the supply chain of semiconductors are becoming more common. Nonetheless, these signals do not refer to all components and the signals do not yet translate into tangible and visible improvements, shortening of the lead times or higher availability. For many key manufacturers it is still rather the opposite. @TigerStars @CaptainTiger 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