This is a specific Dell issue. You can see when comparing last quarter results, if somebody needs servers for serious business data center work they will get them from SuperMicro.
The run up in the share price of Dell, some days with percentages higher than NVIDIA just to at the be surprised with a 20% share price drop, shows there is a lot of dumb money and trend following in Wall Street. 20 days ago out of the 14 analysts covering DELL, 10 recommend “Strong Buy”...
Comments
This is a specific Dell issue. You can see when comparing last quarter results, if somebody needs servers for serious business data center work they will get them from SuperMicro.
The run up in the share price of Dell, some days with percentages higher than NVIDIA just to at the be surprised with a 20% share price drop, shows there is a lot of dumb money and trend following in Wall Street. 20 days ago out of the 14 analysts covering DELL, 10 recommend “Strong Buy”...