Yet Another Value Podcast cover image

Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis

Yet Another Value Podcast

CHAPTER

Is There a Short Term Inventory Issue?

Inventories too high, right? Your customers over order. So there could be a short term inventory issue where you makers over ordered. But the bigger worry, i think, would be, you know, the oil thing,. Where prices are really high, everyone drill, drill, drills toit these these high prices. And then 12 months from now, everyone drilled, and i say oil, not right now. I'm thinking more like the paes 50 brage. Everybody drilled so much oil, prices go from a hundred to 30 because all this supply comes on h line. The economic side of moore's law is over. That's what got me interested in semi cet

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner