Leroy Groffier
@LeroyGroffier
the action is the juice
Joined March 2017
772 Following 1.3K Followers
$DELL $HPQ skeptical view from MS: don't read too much into Lenovo $992 results (more of a catch-up move). Lenovo benefiting from China share gain & better memory supply mgmt. Also, calling for consumer falloff (and margin payback) in 2H and arguing agentic demand not yet a major contributor to enterprise orders. Personally I want to believe, which is why it is worth considering the counterarguments here.
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