I read few weeks ago that computer / hardware stocks could be the next to pump. DELL alrdy had a massive run up so I went all in on $HPQ instead. Holding through earnings next week. AI PC upgrade cycle story.
Lenovo just went +20% on their earnings last night.
Evercore ISI said it believes "AI infrastructure and networking demand remain among the most durable areas of spend," supported by higher capital expenditure from hyperscalers and neoclouds alongside continued enterprise investment in campus networking refreshes and data center modernization.
Cherry on top, they also make space printers apparently. What the fuck is a space printer? IDK. Sounds bullish though.
