Supply chain disruptions have led to unreasonably high prices. Countries are imposing export restrictions on essential goods. It's even worse than COVID-19.

Gammichan
@gammichan
One nice thing about the AI trade is it has a pretty clear supply chain hierarchy. Can probably just look at the chronological order things ran up and use the same order on the way down when that time comes. TSM > NVDA > MU If TSMC can't make chips, Nvidia can't make GPUs, less x.com/gammichan/stat…
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments