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 chips, particularly the H100 GPU and the latest Blackwell architecture. This makes Nvidia a critical partner in Dell's AI server success. Remember Nvidia CEO Jensen Huang practically directing customers to Dell for their AI needs at their annual conference? That kind of endorsement speaks volumes about the close relationship between the two companies. Dell's expertise in building high-performance computing systems complements Nvidia's cutting-edge AI chips perfectly. This strong partnership creates a win-win situation. Dell leverages Nvidia's technology to build best-in-class AI servers, while Nvidia benefits from the increased demand for their chips as Dell secures more AI server deals. Dell's potential to "attach" additional hardware like data storage to these AI server sales further strengthens the potential revenue stream for both companies. DELL Breaking out in Daily Chart With Dell expected to report earnings on May 30th, and Nvidia on May 22nd, the coming weeks could be a catalyst for both stocks. Positive earnings reports from both companies, fueled by the booming AI server market, could send their share prices even higher. Beyond the immediate earnings reports, the long-term outlook for Dell and Nvidia remains bright. The demand for AI is only going to grow, and these two companies are perfectly positioned to capitalize on this trend. Dell's expertise in building high-performance systems and Nvidia's industry-leading AI chips create a powerful synergy that will likely drive their continued success for years to come. While the AI server market is the main driver here, Dell's core PC business shouldn't be ignored. With $Microsoft(MSFT)$'s upcoming conference expected to showcase new AI features for Windows PCs, there's a chance for a renewed PC upgrade cycle. If this materializes, it would be another positive factor for Dell, further solidifying their position as a well-rounded tech leader. In conclusion, Dell's recent surge is exciting not just for Dell investors, but for Nvidia bulls as well. The strong demand for AI servers, coupled with the close partnership between Dell and Nvidia, paints a bullish picture for both companies. With earnings reports on the horizon and the long-term potential of the AI market, I'm confident that Dell and Nvidia have a bright future ahead. Follow @MillionaireTiger @TigerStars @Daily_Discussion @Tiger_SG @TigerEvents @TigerPM Disclaimer: This is not financial advice. Please do your own research before making any investment decisions.