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- Activision... ATVI
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Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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Hi Pam, what is mgt of Applied Materials seeing? Is TXN and INTC etc. seeing or guiding to the same industry trend? Does this mark a trough in the US semis trend? If so, how should we be positioned?
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Hi Pam, what is mgt of Applied Materials seeing? Is TXN and INTC etc. seeing or guiding to the same industry trend? Does this mark a trough in the US semis trend? If so, how should we be positioned?