As you may know, US announced they will ban import of chinese manufactured components for AI datacentres.
I expected the stock to plummet but instead it went up. From what I've gathered Lenovo is on it's way to become one of the leaders in AI tech and is trying to outgun Dell.
Since US is not the only country in the world the market for parts is still plentiful for Lenovo, my take is that Its going to go big....