ThesisRecent operational losses and supply chain issues have raised concerns about the company's ability to recover in a competitive market, leading to a shift in investor sentiment.
01Supply chain disruptions have led to a backlog of orders, which could result in a 20% increase in sales once resolved, but also risks customer attrition.
02Recent layoffs in R&D could hinder innovation and product development, impacting future competitiveness.
03Technological disruption from emerging competitors in the GPU space
