))
Dell vs SMCI - Battle of the AI Server Companies, Plus Apple's AI Catalyst Moment
Manage episode 421896434 series 3566434
Indhold leveret af Investing in Intelligence. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Investing in Intelligence eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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
17 episoder
Del
