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A company surpasses expectations, significantly raises its outlook, and yet the stock still loses 10%. That's exactly what happened with Jabil (JBL). To me, this smells more like inflated expectations rather than a fundamental issue. Jabil is one of those invisible winners behind many technology trends. The company develops, manufactures, and integrates products for major brands ranging from AI servers, storage and networking systems to photonics, liquid cooling, semiconductor plants, medical technology, automotive, energy infrastructure, and robotics....
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