Back in July 2022, a Reuters r

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HaroldAnderson
2022-11-24

Back in July 2022, a Reuters report called, correctly, the chip industry is facing a toilet paper hoarding moment.

The chip shortage experienced earlier in the year has turned into a glut at leading companies like Nvidia and Micron.

This article shows the signs that the toilet paper hoarding issue may have peaked at Nvidia and Micron.

Inventory is near a record in a decade and so is revenue contraction.

Historically, chip cycles have demonstrated a duration of ~3.5 years. And I foresee the current contraction to end in mid to late 2023.

# US Stocks Opportunities

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x2espresso
·2022-11-24
that's true
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Siewfong
·2022-11-24
Wee
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Renzo Piano
·2022-11-24
Ok
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1688NG
·2022-11-24
like
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NPC69
·2022-11-24
K
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Achan
·2022-11-24
Wew
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ngjr90
·2022-11-24
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1000010101O
·2022-11-24
[Smile]
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soun_garden
·2022-11-24
Ok
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