M. V. Cunha(@mvcinvesting):“People have been forecasting that supply will eventually catch up with demand. That’s just not happening. We’re hearing from customers about what they’ll need in late 2027 and early 2028. We don’t have enough capacity to support them.”

M. V. Cunha

@mvcinvesting

Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.

加入 July 2020

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M. V. Cunha@mvcinvesting

2026.10.21 13:09

“People have been forecasting that supply will eventually catch up with demand. That’s just not happening. We’re hearing from customers about what they’ll need in late 2027 and early 2028. We don’t have enough capacity to support them.” — Marc Boroditsky, CRO of $NBIS