Micron has signed agreements of its revenue through 2030. ASML AI chip demand is stretching into 2030. It already expects supply shortages through 2028. Nvidia-backed Lumentum sold out of AI parts till 2029. You have to literally go through and just realize what I'm showing you. Pe- papers writing how in 5 years there could be problems at the same time that real business is being constructed that
Nvidia-backed Lumentum sold out of AI parts till 2029.
Acierto: 0 Fallo: 0 Abierta: 1
I think Nvidia's revenue could go 50 to 70% down.Abierta
Plazo: 2027-12-31
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