Oops, we did it again! Memory Companies Investment Strategy

Oops, we did it again! Memory Companies Investment Strategy
by Claus Aasholm on 05-08-2024 at 8:00 am

Opps We Did it Again Semiconductor Memory 4

We are in the semiconductor market phase where everybody disagrees on what is going on. The market is up; the market is down. Mobile phones are up…. oh no, now they are down. The PC market is up—oh no, we need to wait until we can get an AI PC. The inflation is high—the consumer is not buying.

For us in the industry, the 13-week financial … Read More