ITPM Flash Ep37 Unfashionable Re-ratings
ITPM Flash provides insight into what professional traders are
thinking about in the markets RIGHT NOW! In this episode, Edward
Shek delves into the concept of "unfashionable re-ratings" and
focuses on under-looked stocks in the Tech and AI value...
9 Minuten
Podcast
Podcaster
Beschreibung
vor 1 Jahr
ITPM Flash provides insight into what professional traders are
thinking about in the markets RIGHT NOW! In this episode, Edward
Shek delves into the concept of "unfashionable re-ratings" and
focuses on under-looked stocks in the Tech and AI value chain
like HP Inc and Best Buy. Ed discusses potential growth in the PC
market, driven by advancements and the demand for AI-capable
devices, highlighting HP's significant market share and the
expected product super-cycle. For Best Buy, Ed eyes potential for
a recovery fueled by renewed consumer interest in electronics,
with the holiday season possibly acting as a catalyst for a
re-rating.
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