Leroy Groffier
@LeroyGroffier
the action is the juice
가입 March 2017
772 팔로잉 중 1.3K 팬
$DELL $HPE $HPQ $992 $MSFT suffice it to say that the below initial take from last week re: implications of Lenovo results -- was unequivocally wrong. If the industry experts were blindsided by the $NVDA led AI PC resurgence (Windows-on-ARM AI PC), then we probably have some runway left on the PC / trad server names.
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$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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