Jabil's Thursday was a wild ride. Stock dropped, then bounced back a bit. Still closed lower though. Beat Q4 estimates, gave good guidance. Market kinda shrugged.



AI buzz couldn't save the day. Car sales down, healthcare up a tad, connected living took a nosedive. Bears found some ammo there. JBL's been on fire lately, up almost 100% in a year.

Next year's AI sales growth? Not as hot. 25% is nice, but it's not 80%. Might've cooled some investors off.

JBL's still up big time overall. Trading at 41x earnings - pretty steep for a manufacturer, AI or not.

Seems like the market's taking a step back. Weighing AI promises against real-world challenges. It's not all doom and gloom, just a reality check.

What's next for Jabil? Hard to say. Coming quarters will be key. Can they keep growing? Justify that valuation? Tech world's always changing. We'll see.
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