Multiple Positive Catalysts Ahead Of Q124 Earnings Season
From PC sales to smartphone shipments to memory, the stars are aligning for a scorching season
I’ve rarely seen so many tailwinds align in the run up to an earnings season. PC unit shipments, smartphone unit shipments, TSMC’s earnings beat, Samsung’s strongly positive pre-earnings release and ASPEED’s year-to-date revenue growth are all flashing green. It’s a similar story across the board with our Real Time Indicators, updated with the latest revenue reports for March, which you can find here. Lets dig into the details….
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