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To: neolib who wrote (47822)1/31/2023 11:36:21 AM
From: Pravin KamdarRead Replies (2) | Respond to of 72218
 
The market is predisposed to rally currently IMHO,

I sense the same thing.

I have been watching the NowInStock page everyday to track in-stock and out-of-stock for the RX 7900XTX. It has been supplied daily, but is still quickly going out of stock. Other GPUs are selling well. GPU could surprise to the upside.

I think the hardest compare will be full year 23 over 22. Could affect the PEG ratio. As always, a lot will depend on what is already baked in.