wubbie
09-02

$Dell Technologies Inc.(DELL)$ This stock has flipped from strong Bear to Bull and this stock if they get the Blackwell chip intime could produce strong sales in the first quarter of 2025. Here is the reason they will be able to ship an extraordinary number of servers. There are 5400 Data Centers with another 300 currently being built and with 25 Quintilian bits of data being produced everyday Super Data Centers will be required. That is good news for several chip makers that in addition to NVDA there will be strong demand for more chips and the new Apple phone with AI capability ans the Dell servers and their new Blackwell PC will have strong demand as well .Liars that are proclaiming the slow down of semiconductor chips are very wrong. They want you to sell.sell, sell so they can pickup more chips and drive prices up on the rest of the S&P 500. Clever eh ?Telliing you that it is over and run from big tech. You might want to think about that especially as plans for more power is unveiled. There is a short pause and the growth may not be what it t has been but will lead the market place. In my opinion .A tip off is the potential proposed funding of Sam Altmans company by NVDEA and Apple to kick this up another gear. Sam Altman"s company has a published valuation of $100 Billion. Does this sound lie it is done growing ? Read the conference call notes and study it. This ride has at least 3 strong years left.If you don't believe it I know better then make it your informed risk.


Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment