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$DELL 240830 106.00P$
Gross Margin was the source of concern last quarter. Despite record breaking revenue from Dell with their AI Servers this quarter, their gross margin is still relatively low.
Rally in post market may not be justified👀👀
Gross Margin was the source of concern last quarter. Despite record breaking revenue from Dell with their AI Servers this quarter, their gross margin is still relatively low.
Rally in post market may not be justified👀👀
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$PDD Holdings (PDD.US)$
Lets not forget that this company reported poor earnings in the previous quarter, dropping from a price of about $145 to $90 within a span of a few days.
From the low level of $90, the China Stimulus would be expected to boost this company but not above their previous quarter results of $145.
Stimulus package by China could be useful but we may not be seeing the effects anytime soon, making the current stock price of $153 a little overvalued.
PT: $135
Lets not forget that this company reported poor earnings in the previous quarter, dropping from a price of about $145 to $90 within a span of a few days.
From the low level of $90, the China Stimulus would be expected to boost this company but not above their previous quarter results of $145.
Stimulus package by China could be useful but we may not be seeing the effects anytime soon, making the current stock price of $153 a little overvalued.
PT: $135