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INSIGHT PROVIDER
Rising
Jim Handy
Semiconductors, Memory and SSDs Specialist
•
Objective Analysis
Location:
United States
Joined:
27 February 2018
186
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70.5k
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189
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Information Technology
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Thematic (Sector/Industry)
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Equity Bottom-Up
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Recent
bearish
•
Thematic (Sector/Industry)
•
24 Jul 2024 06:51
Is the AI Boom Over?
Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing...
Jim Handy
402 Views
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bearish
•
Micron Technology
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26 Jun 2024 06:09
Micron Earnings - What to Expect
Micron will highlight AI strength & HBM in its earnings call, but double-ordering could soon lead to a market collapse. Semiconductor market...
Jim Handy
271 Views
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bullish
•
NVIDIA Corp
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23 May 2024 09:47
Nvidia Up Sharply Again - Can This Last?
Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up...
Jim Handy
365 Views
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bullish
•
SK Hynix
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25 Apr 2024 11:58
SK Hynix: AI Is Still the Main Driver
Today's SK hynix earnings show the continued strength of AI demand, but not in HBM as most industry observers expected. This time NAND flash is...
Jim Handy
279 Views
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bullish
•
Thematic (Sector/Industry)
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04 Apr 2024 09:14
Will Taiwan Quake Trigger a Shortage?
Taiwan's April 3 earthquake should negatively impact semiconductor production to create a shortage that is likely to increase chip makers'...
Jim Handy
335 Views
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