Wed. 29 May 2024, 10:28am ET
Benzinga
News, Analyst Ratings, Trading Ideas
Key takeaways
We see the introduction of AI smartphones (IntelliPhones) as a once in a decade upgrade event
We see IntelliPhones dominating edge AI, as compared to AI PCs, given their portability, features and cost
We see content awareness as a key differentiator for intelliPhones. Reiterate Buy. Our PO stays at $230 on 30x
C25E EPS