Server shipments are an important market for semiconductor companies, but the current forecast might spell trouble.
Server demand faces numerous headwinds -- inventory correction, geopolitical tensions, and macroeconomics, to name a few. How can these headwinds impact semiconductor companies? Check out the short video to learn what semiconductor investors Jose Najarro and Billy Duberstein had to say. Also, consider subscribing and click the special offer link below.
*Stock prices used were the market prices of May 22, 2023. The video was published on May 26, 2023.
Billy Duberstein has no position in any of the stocks mentioned. Jose Najarro has positions in Advanced Micro Devices and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool recommends Intel and recommends the following options: long January 2023 $57.50 calls on Intel and long January 2025 $45 calls on Intel. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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