This earnings season feels quite sentiment-driven, especially around AI infra and tech-linked names. I’m still bullish on companies benefiting from structural demand growth in semicon and data centre expansion, but I think the market is starting to price in near-perfect execution for some counters.
AWX and some of the AI infra-related names definitely caught my attention this season. Momentum is strong, but after such a sharp move I’d probably stay cautiously bullish instead of chasing blindly here.
Going forward, I’ll probably focus more on order visibility, margins and management guidance rather than just revenue growth alone. Wouldn’t be surprised if we see stronger differentiation between fundamentally strong names and those simply riding sector momentum.
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