I also like $CSCO as a more established choice. AI data centers are creating strong demand for networking infrastructure, so I’ll be watching its EPS, revenue growth and management guidance closely.
For dividends, $IBM stands out to me because it offers a combination of income and exposure to AI/software growth.
Overall, I don’t think investors should focus only on whether EPS beats estimates. Guidance, margins, cash flow and future growth are what determine whether an earnings beat can turn into a lasting rally.
@TigerPicks [贱笑]
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- LeoIII.·08-10RKLB is the one I'd lean to as well, Space Systems is the hook for me. Valuation is rich though, what PE even feels fair here?LikeReport
