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J.P. Morgan is Bullish on three major investment opportunities in the Hardware Industry: AI infrastructure + Software-driven hardware refresh + Supply chain reconstruction.
Tariff pressure, the commercialization of AI, and supply chain resilience have become key terms in the Hardware Industry, while the differentiation of strategies among companies is reshaping the competitive landscape.
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Shifting Gears : all the good shares on his side
Simon 5183 : The lower Trump's stock price, the greater the pressure from Financial Street, which means that Trump's chances of winning are greater.
dookiro : Will interest fed rate drop drastically if Trump were to win?
D3VIN-007 dookiro : no
Mr Neitaniel :
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