Cathie Wood Says Semiconductor Stocks Risk a Correction

Bloomberg03-09

Wood says lead times are coming down for chip ordersSemiconductor stocks are among the best performers this yearCathie WoodCathie Wood says semiconductor stocks may endure a market correction as the ...

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Guavaxf30
·03-10
Eh, not exactly sure if she is trying to talk down the price of Nividia, so she can buy back what she sold before the big rally. "Wood bought Nvidia in 2014, but sold out of most of her position before the company’s rally last year.". Quite frankly, she has done some spectacular miscues these past few years.
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GoldenTiger
·03-09
Said the woman who sold $COIN before it skyrocketed. Chip rally is barely reaching its peak, much less coming down.
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GianniTigerSecurity
·03-09
Would agree with her on this !
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Hugo Sing
·03-09
She is right for once 😂👍
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breAkdaWn
·03-09
MAKES SENSE
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Wood bought Nvidia in 2014, but sold out of most of her position before the company’s rally last year.Wood said that shortages in GPUs that grew last year as artificial intelligence tools like ChatGPT gained popularity have now begun to ease. Lead times are coming down for GPUs and for Nvidia in particular, Wood said, from the eight to 11 month range to about three to four months.“So that is suggesting that there was probably a lot of double and triple ordering as the word ‘shortage’ was making the rounds, and then those inventories will have to be digested,” she added.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":282858850168936,"gmtCreate":1710065629907,"gmtModify":1710065635480,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"htmlText":"Eh, not exactly sure if she is trying to talk down the price of Nividia, so she can buy back what she sold before the big rally. \"Wood bought Nvidia in 2014, but sold out of most of her position before the company’s rally last year.\".&nbsp; Quite frankly, she has done some spectacular miscues these past few years.&nbsp;","listText":"Eh, not exactly sure if she is trying to talk down the price of Nividia, so she can buy back what she sold before the big rally. \"Wood bought Nvidia in 2014, but sold out of most of her position before the company’s rally last year.\".&nbsp; Quite frankly, she has done some spectacular miscues these past few years.&nbsp;","text":"Eh, not exactly sure if she is trying to talk down the price of Nividia, so she can buy back what she sold before the big rally. \"Wood bought Nvidia in 2014, but sold out of most of her position before the company’s rally last year.\". Quite frankly, she has done some spectacular miscues these past few years.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282858850168936","repostId":2418309037,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":282541524959368,"gmtCreate":1709988170900,"gmtModify":1709988175340,"author":{"id":"4121318014908362","authorId":"4121318014908362","name":"GoldenTiger","avatar":"https://community-static.tradeup.com/news/2ed4f3ae27a6e458f4e87ae79ede68f9","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":1,"crmLevelSwitch":0,"idStr":"4121318014908362","authorIdStr":"4121318014908362"},"htmlText":"Said the woman who sold $COIN before it skyrocketed. Chip rally is barely reaching its peak, much less coming down.&nbsp;","listText":"Said the woman who sold $COIN before it skyrocketed. Chip rally is barely reaching its peak, much less coming down.&nbsp;","text":"Said the woman who sold $COIN before it skyrocketed. Chip rally is barely reaching its peak, much less coming down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282541524959368","repostId":2418309037,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":282429546713336,"gmtCreate":1709981135303,"gmtModify":1709981139003,"author":{"id":"4152690466064312","authorId":"4152690466064312","name":"GianniTigerSecurity","avatar":"https://community-static.tradeup.com/news/fd930ebef88ac46649ec03847a6769f5","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"4152690466064312","authorIdStr":"4152690466064312"},"htmlText":"Would agree with her on this !&nbsp;","listText":"Would agree with her on this !&nbsp;","text":"Would agree with her on this !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282429546713336","repostId":2418309037,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":282318720463008,"gmtCreate":1709951434371,"gmtModify":1709951438242,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","vip":1,"crmLevel":7,"crmLevelSwitch":1,"idStr":"4163662601522872","authorIdStr":"4163662601522872"},"htmlText":"She is right for once 😂👍","listText":"She is right for once 😂👍","text":"She is right for once 😂👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282318720463008","repostId":2418309037,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":282304396320928,"gmtCreate":1709947937266,"gmtModify":1709947940774,"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"htmlText":"MAKES SENSE","listText":"MAKES SENSE","text":"MAKES SENSE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282304396320928","repostId":2418309037,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":32,"commentSize":5,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}