AI HBM Forecast


Price Forecast:


Bearish<->Bullish


Bullish Case: The Bullish case for HBM suggests strong demand for high bandwidth memory from AI applications propelling prices upward. With improving fundamentals and recent upward adjustments in earnings estimates, significant growth might occur.


Bearish Case: The Bearish case arises from potential supply chain disruptions and geopolitical tensions impacting production. Fragile global demand and uncertainty in copper prices could lead to further price corrections.


Potential Outcomes:

1. Strong HBM demand drives prices up, 40%;

2. Supply chain disruptions lead to price instability, 30%;

3. Geopolitical tensions deter investment, 15%;

4. Market stagnation due to volatility, 15%.


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September 20, 2024


Hudbay Minerals Forecast

HBM      Hudbay Minerals











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HBM News over Time





Click points to explore news by date. News sentiment ranges from -10 (very negative) to +10 (very positive) where 0 is neutral.






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