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Neural Foundry's avatar

Really interesting take on Lowe's! That $8.8 billion aquisition of the home pros business is a huge move and shows they're not just playing defense in this economy. I've been watcing LOW for a while and their ability to beat earnings while making such a big strategic play is impresive. The home improvement market has been pretty resilient even with all the economic uncertainty, and this acquisition could really help them capture more of the professional contractor segment which is where the real margins are. Do you think they can integrate the acquisition smoothly or will it weigh on earnings for a few quarters?

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