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Posted by
Two Blokes Jul 23 -
Filed in
Stock
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7 views
NXP's Q2 results show early signs of recovery, but headline numbers remain tepid and don't yet justify a 'Buy' rating upgrade. Long-term growth drivers like EVs and autonomous vehicles are compelling, but near-term semiconductor cycle uncertainty keeps me on hold. Management's optimism and prudent inventory management are positives, but I need to see tangible earnings rebound before turning bullish.
