Extreme Networks: The Market May Be Too Pessimistic (NASDAQ:EXTR)

metamorworks Thesis Extreme Networks, Inc. (NASDAQ:EXTR) has a diverse portfolio that effectively meets customer needs and offers strong solutions in campus switching and cloud-managed wireless products. Additionally, EXTR holds a unique position in customer verticals that align with government and education spending, which helps the company remain resilient even during fluctuations in Enterprise IT spending….

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China Focus: Are Investors Being Too Pessimistic?

masterSergeant By Ning Meng As China accelerates stimulus across multiple sectors, its sluggish economy is showing early signs of recovery, boding well for the A-share market. For most of 2023, sentiment toward China’s A-share market has been weak. We believe this is due to (1) a weaker-than-expected economic recovery, (2) disappointment regarding the lack of…

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