I believe Lenovo is the first company to signal positive momentum in the AI PC sector on the front end. Most of the positive news about AI PCs has come from companies that are behind the scenes, like AMD, Nvidia, and others, who are primarily involved in building the...
In our initial read of the ITAD sector’s performance in the second quarter of 2024, we first assumed Iron Mountain’s positive quarterly results may have reflected what was happening in the market, in particular in the component sector. Well, that’s not really the...
By David Daoud: Wall Street loves companies that are number one in their respective business sector, and lead in market share. However, I used to tell my clients that it may not always be the optimum stance in being number one. Firstly, that’s the ceiling, even if you...
By David Daoud Principal Analyst / Certified ESG Specialist Executive Overview With the rapidly deteriorating environment and climate, pressure is mounting on global corporations and even small businesses to address their own environmental posture. Several...
