Anita Krishna Gupta

The speaker states, "I am still convinced about the hardware space, especially with chips continuing to perform... I'm not bearish on my view of any of these [NVIDIA, Micron]." The speaker acknowledges a recent selloff but attributes it to profit-taking ("they have gone up a lot... giving back more profits") rather than a lack of underlying demand for chips. LONG. The speaker maintains conviction in the chip/hardware sector and the named companies, viewing the dip as a potential opportunity rather than a structural problem. A severe and prolonged global economic slowdown driven by the energy shock could cripple end-demand for chips.

The speaker states, "I am still convinced about the hardware space, especially with chips continuing to perform... I'm not bearish on my view of any of these [NVIDIA, Micron]." The speaker acknowledges a recent selloff but attributes it to profit-taking ("they have gone up a lot... giving back more profits") rather than a lack of underlying demand for chips. LONG. The speaker maintains conviction in the chip/hardware sector and the named companies, viewing the dip as a potential opportunity rather than a structural problem. A severe and prolonged global economic slowdown driven by the energy shock could cripple end-demand for chips.