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A comment on Global chip shortage may soon turn into an oversupply crisis. Parent comment

Re:Global chip shortage may soon turn into an oversupply crisis by arcticbull on Sunday February 27, 2022 @07:13PM (#30494376)
Sure a significant growth premium is reasonable, which is why I gave them one when I valued them between $80 and $160 per share.

Without a growth premium they'd be valued at $40.

They're currently valued the same as the entire rest of the auto industry combined. Plus a few utility companies. Plus the battery arm of Panasonic. There's growth premium, then there's fanciful delusions.

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Re:Global chip shortage may soon turn into an oversupply crisis by Retric on Sunday February 27, 2022 @10:19PM (#30495977)
> They're currently valued the same as the entire rest of the auto industry combined.

How much did you value the Chinese manufactures in that calculation?

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Re:Global chip shortage may soon turn into an oversupply crisis by arcticbull on Monday February 28, 2022 @01:04AM (#30496878)
Based roughly on this. [1]

[1] https://www.statista.com/statistics/1130533/global-market-va...

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