Steve Chin

Technology

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

25%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q3 '25Q2 '26

Focus Areas7 topics

Cloud & AI2Supply Chain1Innovation & R&D1Trade Tariffs1Margin1Demand1Competitive Dynamics1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

HPQHP Inc.25% challenging2 quarters

2026 Q2

any potential ripple effects on the CPU supply for your for your procurement in the second half of the year

Supply ChainCloud & AIView in transcript →

I was kind of curious if you could provide some more commentary or anecdotes, related to, agentic AI

Cloud & AIInnovation & R&DView in transcript →

2025 Q3

Are you able to help quantify what the total impact was, whether it's on a dollar basis or maybe in terms of impact to gross margins

Trade TariffsMarginView in transcript →

given the number of large enterprises around the world that have announced return-to-office initiatives so far this year, I guess I'm a little surprised that there weren't any improvements to the o...

ChallengingDemandCompetitive DynamicsView in transcript →