Type: Contrarian Signal
Period: 2024Q4
Topic: - TSMC: AI accelerator revenue forecast to double in 2025 after tripling in 2024. strength 5 - Nvidia: Data center revenue tripled year over year with expanding margins. strength 5 - Micron: HBM sold out for 2024 and 2025 with pricing already determined. strength 4 - ASML ASML Holding: 2026 bookings only 30-40% committed. Order intake down 53% sequentially. strength 5 - Teradyne: Compute TAM growth drops from 57% in 2024 to 5% in 2025. strength 5 - Renesas: Days of Inventory hit 120 days