PC supply chain Loading... : Investor Sentiment and Bull/Bear Views

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18:51
Jan 22
CJ Muse Senior Managing Director for Semiconductor Equity Research … CNBC
Memory shortage hurts PC supply chain
Memory shortages are expected to cut PC unit volumes by 10% this year. CJ says many clients are long memory and short the PC supply chain, and he expects the PC supply chain to show real weakness in unit volumes during earnings season.
HIGH

About PC supply chain Investor Commentary

Across the available history and selected sources, Buzzberg tracks PC supply chain across 1 sources: 0 bullish vs 1 bearish calls from 1 authors. Historical directional balance: -100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: CJ Muse.