$SUPER MICRO COMPUTER INC(SMCI)$ why is $Dell Technologies Inc.(DELL)$ not trading at least $400??? or should it be trading at 4X within a year. This week's Hindenburg report reveals that $NVIDIA Corp(NVDA)$ have been replacing SMCI server with DELL's server.
SMCI went up 1500% in few years because of NVDA partnership, but now All those server partner deals are going to DELL. Is it now going to be DELL's turn to at least 4X, since Dell is now taking SMCI's NVDA partnership?? I would buy into Dell for its massive tailwind and great potential in AI
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