Latest ideas and analyses related to easing supply

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
QCOM , MRVL , AVGO , ON , NXPI , MXL

+2 pts



thx...

By DrogLukaku on June 6, 2022, 2:29 p.m.
Tagged topics: semiconductors , easing supply

Views: 1, Votes: 2, Responses: 0, Attachments: 0
AVGO , MRVL , MXL , NXPI , ON , QCOM

+48 pts



Checks indicate semiconductor supplies normalizing for the first time since pandemic

By cassie on June 6, 2022, 12:57 p.m.
Tagged topics: semiconductors , easing supply

Views: 178, Votes: 10, Responses: 1, Attachments: 1
Global Macro , US Macro

+17 pts



I’m not convinced by this. Companies have become much better at managing inventory due to COVID and the supply chain issues, assuming that they suddenly...

By realmomobags on Nov. 17, 2021, 1:55 a.m.
Tagged topics: inflation fears , inventory levels , easing supply , 2022 outlook

Views: 4, Votes: 2, Responses: 0, Attachments: 0
Global Macro , US Macro

+1 pts



Thanks!...

By uniqueerique on Nov. 16, 2021, 6:28 a.m.
Tagged topics: inflation fears , inventory levels , easing supply , 2022 outlook

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro , Global Macro

+46 pts



The great inventory build is coming, and is likely the greatest story for 2022 outlook yet untold

By phenphen on Nov. 15, 2021, 3:52 p.m.
Tagged topics: inflation fears , inventory levels , easing supply , 2022 outlook

Views: 173, Votes: 6, Responses: 2, Attachments: 1
Global Macro

+16 pts



There's this wall of worry on inflationary, but we'll likely start seeing the impact of inventory stuck in the channel that doesn't make it to...

By Supersaverguy on Nov. 10, 2021, 2:49 p.m.
Tagged topics: rate hike , commodity bull cycle , easing supply , 2022 outlook

Views: 5, Votes: 2, Responses: 0, Attachments: 0
Global Macro

+52 pts



Easing supply, structural commodity scarcity, and steady central bank hiking among the top 10 market themes for 2022

By ethonomics on Nov. 10, 2021, 11:45 a.m.
Tagged topics: rate hike , commodity bull cycle , easing supply , 2022 outlook

Views: 209, Votes: 7, Responses: 1, Attachments: 1
UBER , LYFT

+40 pts



$LYFT and $UBER are seeing the good kind of tapering - investments in supply

By realjoe on Nov. 3, 2021, 12:45 p.m.
Tagged topics: margin improvement , travel recovery , post-pandemic , driver shortages , easing supply

Views: 212, Votes: 5, Responses: 0, Attachments: 2