bullish
AI PC Reality Check: PC Upgrade Cycle Ahead, But Worth a 50% 1M Acer Rally? Long Dell Vs. Short Acer
Vincent has highlighted this Insight as a Top Pick
543 Views30 Dec 2023 06:20
Dell will report its results end-February. We would Long Dell vs. Short Acer ahead of the Dell earnings event. We see more upside surprise potential in Dell.
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- 'Clippy' Having the Last Laugh? Microsoft's Design Change to Drive AI PC Adoption; Dell Trade Update07 Jan 2024
- Taiwan Tech Weekly: Stocks At Highs & Looking for Laggards? CES 2024 to Showcase Edge AI31 Dec 2023
- Media IC Monitor: Himax Showing Relative Display Strength Thanks to Auto Exposure; CES Event Ahead31 Dec 2023
- AI PC Reality Check: PC Upgrade Cycle Ahead, But Worth a 50% 1M Acer Rally? Long Dell Vs. Short Acer30 Dec 2023
- How Asustek Plans to Take the Lead Globally in AI PCs; Gaming PCs First Key Battleground15 Nov 2023
- Intel's Meteor Lake Chips Could Make It 'Cool' Again; Will Enable Mass Market Adoption of AI PCs12 Sep 2023
- Recent Dell & HP Results Provide Additional Clarity on Coming AI PC Wave04 Sep 2023
x