Memory cycle notes, tagged Bull
My read is that supply discipline has held so far this cycle, which is why I tag this one Bull. The thing that would change my view is inventory building again at customers. Opinion only, sharing to compare notes.
VoteReply
Replies · 0
No replies yet. Be the first to reply.
Posts are opinions of community members, not analysts. Bull and Bear posts with a target price get a receipt: scored by the same engine as firm receipts (reached within the horizon). Without one they count in sentiment only. Not investment advice.