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34The 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?
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Dell
$DELL (+2,77%) will launch servers with Nvidia's
$NVDA (-1,58%) new Blackwell AI chips from next month - Bloomberg.
Dell Technologies
$DELL (+2,77%) 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 (+1,1%) forecasts a nearly 40% upside upside potential for Dell
$DELL (+2,77%)due to the demand for AI servers and the renewal of PCs - CNBC.
At $DELL (+2,77%) 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 $DELL (+2,77%)
Entry was not optimal in H1, but started nicely today.
Target due to the aggressive leverage at 126$
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 (+2,77%) yesterday announced the sale of company shares worth 1,2 billion US dollars.
Here are all of the changes coming to the S&P 500
- Stocks being added in: Palantir $PLTR (+1,58%), $DELL (+2,77%) and $ERIE (+2,47%)
- Stocks being removed: American Airlines $AAL (+0,18%), $ETSY (+0,25%), Bio-Rad $BIO (+2,61%)
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