I believe the industry is still in a good cycle, and AI hardware demand will eventually return. Buying just a few NVIDIA cards can already hit the limit up, so sooner or later, the focus will shift back to the supply chain. Let’s wait for the Q1 earnings report!
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.
