Savvy Trades and Investments

[wadegarret]

Nelson- PPIH

The data center angle is why the stock is up 200% in 2 months IMO. However as I pointed out, if data center revenues coming in were that strong, backlog would never have been down from Jan to April- no way ! So after thinking about it, now that I have no idea what PPIH will make in eps going forward, I'm not so sure we should annualize Q1, and the stock might be fully valued or more right now ! In fact, after thinking on it, I'd be a seller here in the $22s today, as backlog proves that Q1 may be the height, not the beginning for them.