Подтвердите e-mail

Для публикаций, комментариев, реакций и сообщений подтвердите адрес.

←

Публикация

Предыдущая публикация
Lou Mannheim

Reviewing earnings estimates. AI-related earnings are up, up, and away. For the top 30 stocks, sales estimates score 4.4 (out of 5) on average. So... what? Is it that easy? Are we set up for an easy second half rally?

221
Lou Mannheim

For instance, here is $LRCX. Below are their consensus sales estimates from the past year. (One of the best metrics that L/S hedge funds look at.) But ALL these charts look like this.

Обсуждение

0 прямых ответов

Ответов пока нет

Обсуждение ещё не началось.