Running discussion on SP, page-11819

  1. 5,192 Posts.
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    I highly doubt it but that opinion is based in good market fundamentals and we are far from that - we've just seen what occurs when the levers are pulled recklessly so anything is possible

    90 day pause aligns with short / long term inventory lead times so at this stage its only a short window - uncertainty has been embedded across market boards and how it plays out is yet to be seen

    a flow of wbt agreements substantially underpinning future revenue would certainly be welcome in this environment
    in the near term they could also be in jeopardy - delayed while the nonsense continues

    what will markets make of it is the question - nothing to do with the quality of the company imo

    quality analysis here pata
    https://semianalysis.com/2025/04/10/tariff-armageddon-gpu-loopholes/

    just my opinion - one of many
    have a great weekend
 
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