Lewis TEG
OP
:
I see value 4Q. I see buyback stock 3Q. I see rate cut 0.25 hopefully 0.5. I see 2Q results with flying colours ( only those big mouth analysts, blow without any conclusions). greedy yes
Lewis TEG
OP
:
Recession definitely will fact all the stock, but selectively, one or two will be the favourite . nvidia is a good example to harbour the impact because they are a profit generator and a cash cow.
Lewis TEG OP : I see value 4Q. I see buyback stock 3Q. I see rate cut 0.25 hopefully 0.5. I see 2Q results with flying colours ( only those big mouth analysts, blow without any conclusions). greedy
yes
ETONA Lewis TEG OP : so technically does rate cut affect this tech?
in macro pov
Lewis TEG OP : Recession definitely will fact all the stock, but selectively, one or two will be the favourite
. nvidia is a good example to harbour the impact because they are a profit generator and a cash cow.