$SMCI IS EATING DELL'S LUNCH IN THE AI SERVER RACE 💥
Dell just got downgraded from Buy to Hold after a 200% surge — valuation is now above 20x forward earnings with limited upside. The analyst points directly to SMCI winning more NVL72 cabinet orders from SpaceX and CoreWeave.
The bigger story is the ODM threat. Customers like SpaceX are going straight to Quanta and Hon Hai, cutting out branded integrators like Dell entirely. And Dell's traditional PC business is fading too — shipments expected to dip next quarter.
The momentum is clearly shifting to SMCI in this space. Are you rotating into the stronger player here?
Not financial advice. Always manage your risk.
#SMCI #Dell #AI #TechStocks #Competition
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Dell just got downgraded from Buy to Hold after a 200% surge — valuation is now above 20x forward earnings with limited upside. The analyst points directly to SMCI winning more NVL72 cabinet orders from SpaceX and CoreWeave.
The bigger story is the ODM threat. Customers like SpaceX are going straight to Quanta and Hon Hai, cutting out branded integrators like Dell entirely. And Dell's traditional PC business is fading too — shipments expected to dip next quarter.
The momentum is clearly shifting to SMCI in this space. Are you rotating into the stronger player here?
Not financial advice. Always manage your risk.
#SMCI #Dell #AI #TechStocks #Competition
⚡