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PaidNVDA2 min read

Shortages end, and margins are the first thing to notice

Kenji AoyamaDemoThe chip cycle

Every shortage feels permanent while it lasts. The end usually shows up in lead times and margins before anyone says the word.

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The lead-time and gross-margin signals I watch for the end of a shortage.

Kenji Aoyama covers the chip cycle. Every call is captured from live market data — never self-reported.

55%
Win rate
+2.0%
Avg return
11
Closed calls

Verified over a rolling 30-day window. Past performance is not a reliable indicator of future results.

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The author holds no position in the instruments discussed. Opinion. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Past performance is not a reliable indicator of future results.