Techdamentals
Nov 4, 3:09 PM
Atkore makes electrical conduit, cable management and related infrastructure, products sold largely into construction. It has been working through a sharp normalization after pandemic-era pricing, which is a reminder that commodity-like industrial products give back price as fast as they take it. Watching a name like this alongside the data center story separates structural demand from the pricing cycle that sits on top of it.
$ATKR
Video: https://youtu.be/W2Gwvn-BSQs
Written version: https://techdamentals.com/newsletter/what-does-super-micro-actually-earn?ref=st
What is it worth? 👇
https://techdamentals.com/v/ATKR?ref=st
Educational, not advice.
0 replies