Scott Galloway predicts weakness in infrastructure/video chip players in late 2026 or early 2027.
“I think the next shoe to drop, where I think we're gonna start to see weakness in the infrastructure players, specifically in videoing in later half later part of this year, beginning of next year.”
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Our resolution criterion
disputableMajor semiconductor/infrastructure companies report declining revenues or issue profit warnings in Q4 2026 or Q1 2027
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