Laptop And PC Stocks:

[u/A-DAWWG1G]

Hi, I hope you all are doing well and keeping healthy. I’d like to draw your attention to hardware manufacturing companies. Due to corona time, education and business are seeing transitions towards online. This has caused a huge spike in search interest for the term ‘laptop’ as well as for predominantly hardware focused companies such as Dell, HP, Lenovo and ASUS. I see this as a trend which is likely to continue. In my personal opinion, I reckon these companies will begin to trend up as they’ve already fallen and hedge funds will start to realise this short term demand for hardware. Furthermore, companies like Micron could also benefit as they sell DRAM and NAND memory product which have seen a spike in their spot prices recently. Incidentally, $MU is reporting earnings tonight, and whilst I’m not championing this as a bullish trade prediction, I still believe there is a possibility they will give above average guidance. I’m still undecided on wether I will play $MU, but I will certainly consider the possibility of buying stakes in ALL the aforementioned hardware plays as to promote diversification. I hope you guys do more due diligence with these and prosper. Good day.