zorg1000 on 22 December 2021
SKMBlake said:
He said it would be up, unless a shortage hits the stocks, which is the case |
No, look at the way it’s framed.
He’s not saying demand is high enough to be up YoY but due to the ongoing chip shortage there’s a high chance it won’t be met.
He’s questioning how I think it could be down ~10% YoY and that it would require a shortage beyond what he believes is possible for that to happen.
When the herd loses its way, the shepard must kill the bull that leads them astray.
