Big-Tech’s PerformanceIf the tide goes out, who's the first to be caught swimming naked? I'm afraid that's a topic tech companies are starting to worry about this week.While NVDA's earnings continue to indicate strong demand, the hardware cycle tends to lag behind software, and this week's earnings reports from several software companies gave sensitive investors in the market a hint of danger. Combined with poor Treasury auctions, U.S. bond yields remain high, and hawkish responses from top Fed officials have put pressure on stock market liquidity as well.By the close of trading on May 20, the best performer over the past week was $NVIDIA Corp(NVDA)$ +16.38%, followed by $Apple(AAPL)$ +0.2%, while all oth

### Dell: Powering the Future of Data Centers and AI Companies In the rapidly evolving landscape of data centers and artificial intelligence (AI), Dell Technologies has emerged as a pivotal player, providing robust server solutions that cater to the intensive demands of modern computing. Dell's commitment to innovation and performance is evident in its server offerings, which are increasingly becoming the backbone of data centers and AI companies worldwide. #### Dominance in the Server Market Dell's market presence is significant, with a consistent market share that reflects its importance to the industry. As of the second quarter of 2021, Dell held a **15.6 percent** market share of the global server market⁵. This figure underscores Dell's role as a key server provider, especially when co

It is reported that multiple Big Tech companies have been increasing their investments in artificial intelligence (AI) infrastructure, with a particular focus on expanding their presence in international markets. Microsoft and Amazon have already allocated over 40 billion USD combined for AI-related and data center projects worldwide this year. The rationale behind these investments is driven by the need to have data centers built in regions where the shift to cloud computing is happening, ensuring faster processing times, data privacy and security. Microsoft  Microsoft has launched new Surface devices equipped with advanced AI-capable chips, emphasizing enhanced battery life and offline functionality. This move aligns with the company's strategy to integrate artificial intellig

I think we have seen or heard news from some of the biggest names in computing, they are all sizing up resources into building Generative AI into their devices (mainly personal computing, or PC). These move hopes to help inject a boost of AI excitement into the PC market which have been suffering from low demand and become venerable. Why PC Now, Not Before? As we have already observed from some of the big names in AI, most of today’s AI software runs in the cloud, so why not the standard PC or Mac? They should be able to handle the generative AI work. But for this, we need to understand that there are some limitations on how much AI work can be done on the device, because there is only one process in the AI which is suitable on devices which is inference. These also depend on support from

$Salesforce.com(CRM)$ is expected to show a rise in quarterly revenue when it reports results on 29 May 2024 for the period ending 30 April. Salesforce is expected to report a 10.9% increase in revenue to $9.147 billion from $8.25 billion a year ago.The company's guidance on 28 Feb 2024, for the period ended April 30, was for revenue between $9.12 billion and $9.17 billion. (SAL is based on Total Revenue). If we looked at how Salesforce have been giving positive results for its past earnings, we might be looking at similar pattern this time, but what would be interesting to watch is their guidance and outlook for 2024, and how their Einstein sales have been doing. What percentage of revenue have Einstein brought in for Salesforce? I will be sharing

$Dell Technologies Inc.(DELL)$ fell about 18% in extended trading after its first revenue increase since 2022 wasn’t enough to impress investors with high expectations for the company’s AI server business.Dell’s primary PC competitor, $HP Inc(HPQ)$ ., reported signs of a recovering computer market Wednesday, sending its shares up 17% on Thursday.DELL earnings were really good but its was completely priced in it looks like.Earnings Summary:Adjusted Profit: Dell expects adjusted profit to be about $7.65 a share, slightly below the $7.70 average estimate.Revenue Outlook: The company raised its revenue outlook for the fiscal year ending in February 2025 ( a range of $93.5 billion to $97.5 billion), ,projecting

After hours yesterday, $Dell Technologies Inc.(DELL)$ , AI bull stock, dropped a bombshell with their first-quarter earnings report for fiscal year 2025, corresponding to the three months ending May 3rd. The stock price plummeted 17.8% in after-hours trading!What happened? How did the AI bull stock that rose well before suddenly collapse?RevenueIn the first quarter, Dell's revenue was $22.244 billion, an increase of 6.3%, reversing the previous six consecutive quarters of negative growth, slightly exceeding analyst expectations of $21.6 billion:By segments, Servers & Networking revenue hit $5.466 billion, an increase of 42.5% year-on-year, mainly driven by the blowout demand for AI servers; Storage business revenue was $3.76 billion, an increa

Hi everyone. Today I’ll be looking at a company which engages in providing team collaboration and productivity software: Atlassian Corporation (NASDAQ: TEAM) TEAM’s monthly chart is forming a possible inverse head and shoulder pattern with the shoulders forming at the 165.51 pivot. On the weekly chart, we can see that TEAM has been making higher highs and lows ever since it IPO’ed in 2016. The support trendline (in green) has held firm since Dec’16. It is currently trading in an ascending channel (in blue) since it retested its trendline support in Oct’22. While TEAM has hit the channel support trendline, it closed with a bearish marabozu candle, which suggests more downside next week. For the inverse head and shoulder pattern to be valid, TEAM will need to hold the 165.51 level. On the

$Dell Technologies Inc.(DELL)$  Dell-ightful Earnings Ahead? A Trader’s Guide to Golden Gains! Hey Tiger & Tigress Traders ~ I shant digress....... Let’s dive into Dell ($DELL), a tech titan that’s been making waves and is currently catching our keen eyes. With earnings around the corner, Dell is showing some interesting price action that’s worth dissecting. Here’s the lowdown. Current Snapshot: Dell’s price sits at $1152.3, but there’s a buzz suggesting it’s not going to stay there for long. Immediate Moves: We’ve seen it edge up to $1159 recently, which hints at a potential breakout. Now, if Dell’s earnings come in strong, this could be our launchpad. Short-Term Potential: An immediate target we’re eyeing is $1165. This is a critical le

As the AI revolution continues to shape various industries, key players are emerging with promising prospects. Notably, Microsoft $Microsoft(MSFT)$   and Intel $Intel(INTC)$  have catalyzed the transition into the "AI PC Era" in 2024. Among the frontrunners, Dell Technologies $Dell Technologies Inc.(DELL)$   stands out with its impressive strides in the AI domain. Dell Technologies' Remarkable Rise On the 20th, Dell introduced a new range of AI PCs powered by Qualcomm processors, and plans to release new servers with NVIDIA's latest chips later this year. These strategic moves

$Salesforce.com(CRM)$ $Dell Technologies Inc.(DELL)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Marvell Technology(MRVL)$ $HP Inc(HPQ)$  Best Bet for Financial Report: Salesforce (CRM) is looking like the top dog. Their strong AI and cloud services should give them an edge. Dell the new SMCI? Emm not quite. Dell's got its hands in a lot of pies—PCs, servers, storage—while SMCI is laser-focused on high-performance computing and AI servers. Dell’s diversity is great but doesn’t make them the next SMCI. Other Players: - C3.ai (AI): Promising but volatile. - Marvell Technology (MRVL): Sho

Are you familiar with $MTRS? Munters is a global leader in energy-efficient and sustainable air treatment and climate solutions. The company's stock has seen an impressive rise, returning ~5x over the last five years. Munters has grown its revenue at a 14% CAGR since 2014, with a clear acceleration in 2022 due to its Data Center Technologies segment. Expansion Munters has consistently expanded its product offerings and global presence through a combination of organic development and acquisitions. This has solidified its position as a global leader in the air treatment and climate control markets, now with a market cap of ~$4 billion. A Play on Data Centers This segment specializes in advanced and energy-efficient climate control solutions for data centers, making it an indirect play on the

$Salesforce.com(CRM)$  🇺🇸💻 Salesforce $CRM One Pager Is Salesforce a buy after the huge dip? 🏆 Score 6.2/10 🎯 My fair price estimation is around $240 (note that this is an average between 3 methods and the analyst consensus is high, increasing the average) 🐂 For the bull case - The company is growing at a good rate - Some elements (tableau, slack) are growing even faster - The company has rarely been this cheap - Results were good, reaction seems excessive - A lot of cash available 🐻 For the bear case - Some fear that AI will disrupt the business model (I don't but this won't help the valuation) - SBC are very high, like for a huge part of the US tech stocks - Capital efficiency is disturbingly low What do you think of Salesforce?

C$Marvell Technology(MRVL)$an Marvell Technology (MRVL) keep up with the upward trend of other semiconductor companies this time? Absolutely, and here's why. First off, Marvell has been making waves with its focus on high-growth markets like 5G, cloud computing, and automotive. These sectors are booming, and Marvell’s tech is right at the heart of it. They’ve also made smart acquisitions, like Inphi, boosting their data center and networking capabilities. This strategic move has positioned them well to capitalize on the increasing demand for data processing power. Moreover, their financials have been solid. Consistent revenue growth and a strong product pipeline suggest they’re in a good place to ride this semiconductor wave. Finally, Marvell’s in

$Dell Technologies Inc.(DELL)$  Morgan Stanley Raises PT on $DELL to $155 from $152 “Near-term expectations got ahead of themselves, but we’re confidently buying the dip as our FY26 EPS increases to $10.34 given building AI ecosystem momentum,” The Analyst believes the weak ISG margins were mostly due to pricing competition and underperformance in the Storage segment, which they believe can be corrected. “What stood out to us positively, and is more impactful to our Overweight thesis, is that AI server momentum continues to build, with April quarter revenue recognition better than we expected, orders higher than expected, backlog and pipeline combined in the $12B+ range exiting the quarter (greater than our FY25 AI server revenue forecast),

$Salesforce.com(CRM)$  Wedbush: Buy Salesforce Stock Post-Earnings Dip They view the setback as minor within a broader growth trajectory. $CRM's April results and July guidance were below expectations, but the company maintained its FY25 guidance, showing confidence in meeting year-end goals despite longer sales cycles. Wedbush sees Salesforce on track for higher growth, improved margins, and increased free cash flow. They maintain an Outperform rating, with a price target reduced from $325 to $315, remaining optimistic, especially as the AI narrative develops. "We would be buyers on weakness this morning as seeing the forest through the trees this is a turnaround in motion for a premier tech stalwart with a massive installed base led by on

HP Inc. is a well-known PC market player, but the AI PC wave demands new strategies. To catch up, HP must focus on key areas: First, HP should leverage its R&D and form strategic partnerships, investing in AI tech and integrating it into their products. Collaborating with AI leaders or acquiring startups can speed up progress. Second, as demand for AI PCs rises, HP must exceed user expectations with smarter interfaces and strong performance. Third, HP should use its distribution channels and brand loyalty to roll out affordable AI-integrated products, capturing market share. Lastly, agility is crucial. HP must adapt quickly to AI advancements to succeed. In essence, HP has the potential to lead the AI PC wave by leveraging strengths, investing in AI, understanding market trends, a