$Maxeon Solar Technologies (MAXN.US)$Guys , how worse can it be ? It’s time to buy not to sell . . . think carefully about the company infrastructure and the long term potential , the support from TCL . . . how worse can it go ?? It can only go up from here !
$Maxeon Solar Technologies (MAXN.US)$ So, this stock will be impacted fairly negatively soon. Significant reductions in almost everything. A 41% decrease in rev yoy, operating expense increase yoy (so cost of revenue is up despite less rev), -492% yoy decrease in Net Profit, 124% yoy reduction in ROA, -65% yoy net cash balance, -391% pre tax profit yoy.... They not only are losing customers but selling less overall, while cost is wayyyyy up and have trouble collecting payments from existing cust...
Semiconductors are very important and are used for a wide range of applications such as consumer & electronics, 5G/6G communication, energy, robotics, quantum computing, data centres, healthcare, agriculture, electric vehicles, autonomous vehicles, AI, IoT (Internet of Things) and so on. The global semiconductor industry were dominating headlines since 2020, when the pandemic forced the world to shut down. The lockdowns accelerated the use of di...
soyabean89
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Bull sensei, Sorry highjack ur post on semichip. I cant find your post about commodities after i close app to search some info. Hope you dont mind any view of lithium theme? I aware that ev are going into price war in china and usa... But shouldnt this also drive up demand for li ion battery? Also per 1 of the analyst from susquehanna mentioned about semiconductor going recovery phase as its been 3 yr since the mad rush for digital device during covid lockdown, transition to remote working. He was bullish on semiconductor aspect as 3 yrs its about time for some business to change their device. Especially when window manage to integrate chatgpt to latest office This would also drive up demand for li battery for laptops and mobile device..? Also smart chips for automobile. I notice GFS has been very very resilience compared to intel
bullrider_21
OP
soyabean89
:
Most people have already bought PC and other devices early in the pandemic. Together with high inflation, geopolitical tensions, etc, the sector is in a down turn now. It is still positive in the long term. For lithium price, you must take into account that it has already risen a lot. So there will also be a big correction. So buy lithium stocks only after the correction.
We now know that chips are viewed as strategic industry and assets by big countries.$Microsoft (MSFT.US)$'s ChatGPT had shown us that the future is in computing and AI, and computing and AI requires really powerful chips to be super efficient and effective. Thus, those who control the chips will be able to have competitive advantage to build the economy of the future. According to McKinsey, chip demand had been soaring with annual reven...
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So, this stock will be impacted fairly negatively soon.
Significant reductions in almost everything. A 41% decrease in rev yoy, operating expense increase yoy (so cost of revenue is up despite less rev), -492% yoy decrease in Net Profit, 124% yoy reduction in ROA, -65% yoy net cash balance, -391% pre tax profit yoy....
They not only are losing customers but selling less overall, while cost is wayyyyy up and have trouble collecting payments from existing cust...
$Semiconductor Manufacturing International Corporation (688981.SH)$ $SMIC Concept (LIST0709.SH)$
The global semiconductor industry were dominating headlines since 2020, when the pandemic forced the world to shut down. The lockdowns accelerated the use of di...
According to McKinsey, chip demand had been soaring with annual reven...
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