CDW CDW Corporation Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
16:15
Aug 30
Aug 30
El Arte de Invertir
AI hardware refresh at depressed valuation
Druckenmiller bought CDW after a roughly 50% fall because AI is driving a corporate hardware refresh cycle for PCs, laptops and printers; the business is resilient, earnings historically grow high-single digits, valuation is at 5-year lows around 13x versus an 18x historical average, and the company is buying back stock.
CDW
CDW Corporation
Long
1ST
—
—
04:23
May 31
May 31
r/stocks
CDW gets enterprise orders from HPE backlog
The author argues CDW gets all the enterprise orders tied to HPE's $5B AI backlog, front-running the pipeline ahead of HPE's Monday earnings. Main risk is that enterprise orders do not materialize as expected.
CDW
CDW Corporation
Long
1ST
—
—
About CDW Investor Commentary
Across the available history and selected sources, Buzzberg tracks CDW (CDW Corporation) across 7 sources: 2 bullish vs 0 bearish calls from 8 authors. Historical directional balance: 20% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Latest voices: Alejandro Estebaranz, u/RareRanger2217, Jim Cramer.