To The Moon

$Dell Technologies Inc.(DELL)$’s recent stock surge is music to my ears, and not just for Dell investors. The news, driven by Dell's dominance in the booming AI server market, has significant bullish implications for $NVIDIA Corp(NVDA)$ as well. Here's why I'm excited about both companies. Dell's accelerating momentum in winning AI server deals is a major positive. Morgan Stanley analyst Erik Woodring's prediction of $10 billion in AI server revenue for Dell by next February paints a rosy picture. This not only validates Dell's strategic focus on AI but also highlights the insatiable demand for these specialized machines. Here's where Nvidia comes in. Most AI servers are built around Nvidia's powerful c

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In this analysis, I'd like to delve into the recent price movements of Bitcoin miner stocks, particularly $Marathon Digital Holdings Inc(MARA)$, following the highly anticipated Bitcoin halving event. Early in April, while Bitcoin itself enjoyed positive year-to-date performance, MARA was amidst a downtrend. On 17 April, $CleanSpark, Inc.(CLSK)$ was up 37.13% YTD, Bitcoin was up 36.26% YTD, MARA was down 45.08% YTD and $Riot Platforms(RIOT)$ was down 48.28%. Note that this is a few days before Bitcoin Halving event that occured around 21 April. Daily Chart on 17 April This had since been the bottom until today (26 April). RIOT led the way with 51.94% gains, follo