Dan Niles
@DanielTNiles
Founder of Niles Investment Management, Tech Nerd, Bad Tennis Player, Proud Dad. Posts are for information purposes only & never investment advice.
Joined October 2013
88 Following 132.9K Followers
“Speed bump” (6/20, 6/28, 7/5 post for details) continues w/ the reaction to Samsung CQ2 results. Objectively spectacular but not relative to consensus. "Only" 2% rev beat (+126% y/y) & 6% op profit beat (19x y/y). Remain wary given AI related names not close to oversold.
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