AAPLLoadingMSFTLoadingNVDALoadingGOOGLLoadingAMZNLoadingMETALoadingTSLALoadingAMDLoadingNFLXLoadingCOINLoadingPYPLLoadingSPYLoadingQQQLoadingIWMLoadingJPMLoadingVLoadingDISLoadingKOLoadingJNJLoadingNKELoadingXOMLoadingASMLLoading
PaidAMD2 min read

Channel inventory is the chip cycle's early warning

Kenji AoyamaDemoThe chip cycle

Chipmakers report what they shipped. What matters is what their customers did with it, and inventory in the channel tells you before revenue does.

Subscriber note

Read the rest with Kenji

The inventory-day measures I track across the PC and server channel.

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.

  • Every paid note in full — including this one
  • 3 live calls right now, with entries and exits as they happen
  • The full verified track record, not just the highlights
  • Comments and the subscriber community

Kenji isn’t taking paid subscriptions yet.

Read Kenji’s free notes first

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.