))
Dell vs SMCI - Battle of the AI Server Companies, Plus Apple's AI Catalyst Moment
Manage episode 421896434 series 3566434
Sisällön tarjoaa Investing in Intelligence. Investing in Intelligence tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Dell can't make money on AI servers but SMCI can? We break down the recent market performance of Dell and Dell's rapid decline in light of poor margins and an underwhelming backlog. After discussing Dell as an AI stock, we touch on market sentiment, inflation, and the upcoming Apple event as a catalyst to bolster broad AI adoption.
AI Stocks Discussed: Dell ($Dell), Apple ($AAPL), Nvidia (NVDA), Super Micro Computer ($SMCI)
For all our AI investments and a full AI stock investing portfolio, visit https://investingintel.ai
Watch the video version of our AI stock investing podcast at https://www.youtube.com/@InvestingInAI
15 jaksoa
Jaa
