Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAnalyst says Nvidia has 'significant amount of upside,' but gives his bear caseWilliam Stein, technology/industrials equity research analyst at Truist Securities, says "the bear case in the stock and the concern that one might have is that … we're going to see a normal cycle at some point, when lead times for products are a year or thereabouts, perhaps even longer.
Customers tend to over-order, then at some point they get delivered, and then they start canceling orders and you see a downturn."
Persons:
William Stein
Organizations:
Nvidia, Truist Securities