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V.C.F. @VcircleFuture on x XX followers
Created: 2025-07-17 18:28:57 UTC
$CDW just landed on JPMorganβs Positive Catalyst Watch π
why? π» strong PC demand = likely Q2 beat π upside risk to FY25 guidance π trading at just 18x earnings β cheap vs peers
JPM thinks even a modest beat could trigger a re-rate low bar + solid print = setup for a sneaky breakout π¦π
XX engagements
Related Topics jpm vcf $cdw stocks technology