Motley Fool Money The Wrong Side of The Learning Curve
Aug 9, 2022
Bill Mann, a Senior Analyst at Motley Fool, dives into the latest on semiconductor companies like Micron Technology and Nvidia, exploring their struggles amid declining demand. He also highlights the challenges for Take-Two Interactive and Allbirds as they navigate tough market waters. Alison Southwick shares insights on the evolving job market post-Great Resignation, emphasizing how job-seekers can adapt during recession fears. Both guests provide valuable perspectives on balancing investment ambitions with market realities and navigating career opportunities in uncertain times.
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Micron's Mixed Signals
- Micron Technology is investing $40 billion in US chip manufacturing, while lowering its guidance.
- This suggests a demand shift, not a dire situation, as they bring production to the US.
Take-Two's Troubles
- Take-Two Interactive lowered guidance, continuing a downward trend, partly due to an aging Grand Theft Auto V.
- Concerns exist about the game's future direction and its impact on the company's performance.
Allbirds' Downfall
- Allbirds, despite a quality product, saw its stock plummet after going public via SPAC.
- This highlights the risks of SPACs and immature companies expanding too quickly.