ajtj's Post-Lobotomy Market Charts and Thoughts Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lee Lichterman III who wrote (77613)	3/18/2023 9:37:32 AM
From: Lee Lichterman III	Read Replies (1) of 98154

I was thinking about the drop in semi production and thought of an alternative possibility. Production may have dropped due to the inventory glut so they just stopped making more until they clear excess inventory. This could still hurt earnings for companies that are solely production and not design based like TSMC but maybe not design only like NVDA, INTC etc. Hey, I'm reaching here. LOL

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next