Chip stocks, led by Nvidia ( NVDA ), were the trade of the year in early 2024... until they weren't by mid-summer, plagued by concerns on overblown AI demand and businesses stockpiling inventory and potentially not refreshing orders.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contribut ...