Why Lenovo Is A Better Buy Than Dell And HP Inc.

Joseph Mwangi 9.18K Followers Follow Summary Lenovo Group is rapidly transitioning from a traditional PC maker to a leading AI and data center infrastructure provider, driving strong stock momentum. LNVGY delivered record Q2 revenue of $26.94B (+43.1% Y/Y), with adjusted net income up 176% Y/Y, propelled by robust AI server demand. AI-related revenues now comprise 35% of total sales, with the AI server pipeline reaching $54B, up 157% Q/Q, positioning LNVGY as a top global server vendor. I rate LNVGY a Buy: near-term valuation appears stretched, but accelerating earnings growth and AI momentum support 1–2 more years of outperformance. OakCityDrone/iStock Editorial via Getty Images Years ago, I used to regularly cover Chinese internet and ecommerce giants Alibaba ( BABA ), Baidu ( BIDU ), Tencent ( TCEHY ) and JD.com ( JD ); EV stalwarts BYD Company ( BYDDF This article was written by Joseph Mwangi 9.18K Followers Follow I'm an avid investor with a long-term, and sometimes contrarian, approach to equities investing. I started out as a Tech analyst but now also cover Commodities and Energy sectors as the world navigates the energy transition. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.