Dell Tech Azione Forum

The Super Micro Computer share has three things in common with Wirecard:

1) There were earlier signs of fraud.

2) Reports are missing and are repeatedly postponed.

3) The company's own auditor refuses to issue an audit certificate.

>> Since the all-time high in the AI hype in March, the share has fallen 76%. Is $SMCI AI wirecard?

#ai
#ki
#künstlicheinteligenz
$NVDA (-0,57%)
$INTC (+4,27%)
$AMD (-2,48%)
$DELL (-0,56%)
$WDI

Dell
$DELL (-0,56%) will launch servers with Nvidia's
$NVDA (-0,57%) new Blackwell AI chips from next month - Bloomberg.

Dell Technologies
$DELL (-0,56%) today announced new integrated rack-scalable systems, server, storage and data management innovations for the Dell AI Factory solution.

These solutions enable high-density computing and AI workloads efficiently and at scale. -Bloomberg

Goldman Sachs
$GS (+0,81%) forecasts a nearly 40% upside upside potential for Dell
$DELL (-0,56%)due to the demand for AI servers and the renewal of PCs - CNBC.

At $DELL (-0,56%) checkout and took the 40%.

It doesn't seem to know where it wants to go and the lever was very aggressive.

Nevertheless, nice return for a few days holding period.

Trade from yesterday:

Long in $DELL (-0,56%)

Entry was not optimal in H1, but started nicely today.

Target due to the aggressive leverage at 126$

If the resistance is broken through there, it can continue up to 140$.

If there is a reaction at 126$, I will take the profit.

CVR 2.3

Michael DellCEO of Dell
$DELL (-0,56%) yesterday announced the sale of company shares worth 1,2 billion US dollars.

Dell $DELL (-0,56%) has just reported its quarterly figures:

A earnings per share (EPS) of $1,89
exceeds expectations of $1,71.

A turnover of $25 billion exceeds the forecast of $24,1 billion.