Chinese Market ChallengesChina's headwinds are expected to continue as subsidies decrease, affecting global handset growth and creating challenges for companies like QRVO and SWKS.
Competition In AI StockThe Payments space has suffered from rotation to AI-centric stocks, as well as multiple instances of sub-par execution by various companies, which in turn has fueled terminal value concerns.
Growth ExpectationsThe growth in power capacity for CSPs and OAI is expected to be slower than initially indicated by headline deal implications.