ERI

ERIC

2 tracked calls · 0 long · 2 short · last 90d: 0L/2S

first called by Semi Doped 1mo ago

ERIERICSHORT2w ago

“Ericson reported a 7% decline in earnings and revenue fell 6%. And it provided weak guidance because of component cost inflation. So Ericson is suffering from higher semiconductor and tech equipment c”

The Real Eisman Playbook · Steve Eisman

AI-driven semiconductor inflation is crushing Ericsson's margins, driving a 7% earnings decline and forcing weak guidance as component costs skyrocket.

ERIERICSHORT@ $9.97

$9.83+1.41%

since call Jul 17

peak +4.9%

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ERIERICSHORT1mo ago

“Nvidia GPU radio-unit chips threaten Ericsson's purpose-built silicon moat, pressuring hardware sales and margins.”

Semi Doped

Nvidia GPU radio-unit chips threaten Ericsson's purpose-built silicon moat, pressuring hardware sales and margins.

ERIERICSHORT@ $12.48

$9.83+21.24%

since call Jun 16

peak +24.4%

Trade on Robinhood →