Breaking: Trump owned DELL the entire time
On May 8th, Trump said "Go out and buy a Dell, they're great"$Dell Tech(DELL.US) jumped 12% that dayWhat he didn't mention:• He already bought up to $5,000,000 in $Dell Tech(DELL.US) on February 10th• Then bought more on March 2nd• Then again on March 11th• Then once more on March 23rd• 19 days later, the Pentagon awarded Dell a $9.7B, 5-year contract• On July 6th he said "go out and buy a Dell computer" again, standing next to Michael Dell• Dell had just pledged $6.25B to Trump Accounts, the new federal kids' savings program• $Dell Tech(DELL.US) jumped 4% that day too• $Dell Tech(DELL.US) closed at an all-time high yesterday• $Dell Tech(DELL.US) hits a new all-time high todayThe disclosure became public 6 days after the first endorsement
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Memory Stanley: Memory
> Nature of Inflation: Shifted from viewing memory inflation as cyclical to recognizing it as structural.> Demand Dynamics: Moved from the belief that higher prices cannibalize demand to realizing that higher prices and supply scarcity are actually accelerating demand.> OEM Pricing Power: Changed from assuming OEMs absorb higher costs to seeing that OEMs are successfully passing through pricing and margin stacking.> Supply Outlook: Replaced the expectation that supply would eventually catch up with the outlook that supply will remain constrained for years.> Market Drivers: Expanded from a simple refresh cycle view to a combination of refresh, capacity expansion, and pull-forward demand.> Overall Market Impact: Shifted from viewing memory inflation as universally bearish for hardware to understanding that memory inflation creates winners and losers.$Dell Tech(DELL.US) $Hewlett Packard Enterprise(HPE.US) $Super Micro Computer(SMCI.US) $Micron Tech(MU.US) $EWY $DRAM $SK Hynix(SKHY.US) - H
$Dell Tech(DELL.US) | Morgan Stanley 𝗺aintains 𝗘qualweight on 𝗗ell Technologies Inc, cuts PT to $𝟰𝟯𝟬 from $𝟰𝟳𝟳
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This $Liquidia Tech(LQDA.US) has the look of $Dell Tech(DELL.US) or $Hewlett Packard Enterprise(HPE.US) but sadly this is $XBI name and reports in two days.
A great look on the chart, but I will wait for ER. - A
Wistron Chairman Simon Lin said AI servers currently account for 95% of its server business and that the AI trend is so strong that even high memory chip prices haven’t slowed customer spending, media report, adding he doesn’t fear even higher memory prices because “customers will still buy.” He said Wistron’s business has been mainly from one major enterprise client, but new enterprise clients will start taking shipments in the 2nd half. $NVIDIA(NVDA.US) $Dell Tech(DELL.US) $Hewlett Packard Enterprise(HPE.US)
Source: Dan Nystedt
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$Super Micro Computer(SMCI.US) Dell and Super Micro sell into the very same boom, yet their paths have split in a way that is difficult to ignore. Both build the servers that power AI and both have order books full of AI demand. Two companies, riding the same wave, with wildly different results. The gap is not really about growth, since both have plenty of it. It is about how each company is paying for that growth. Dell funds its expansion from its own cash flow, shipping billions in AI servers while still throwing off enough cash to reward shareholders. Super Micro has had to reach for outside money. To fill a wave of new orders, it recently raised around $7 billion through equity and equity-linked financing. The move worried investors about dilution and knocked its stock down sharply. Super Micro also carries other baggage that Dell does not. It has faced governance concerns and an export-control review. These issues explain why its shares stay cheap even as revenue climbs. Its bull case rests on that low price recovering strongly if it can execute cleanly and put its troubles behind it. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Bitdeer Tech(BTDR.US) Bitdeer Signs $𝟰.𝟳 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 AI Data Center Deal in Norway
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗕𝗶𝘁𝗱𝗲𝗲𝗿 signs a 𝟭𝟲-𝘆𝗲𝗮𝗿 AI data center agreement with 𝗩𝗼𝗹𝘁𝗮.➤ Contract represents approximately $𝟰.𝟳 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in base-term contracted revenue.➤ Total contract value could reach $𝟴.𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 with an 8-year extension.➤ Facility will deliver 𝟭𝟮𝟭 𝗜𝗧 𝗠𝗪 powered by NVIDIA GPUs.➤ End customer is a 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗔𝗜 𝗹𝗮𝗯, with 𝗗𝗲𝗹𝗹 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀 as technology provider.➤ Credit support includes approximately $𝟭.𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in Letters of Credit.➤ AI data center will operate on 𝟭𝟬𝟬% 𝗿𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗲𝗻𝗲𝗿𝗴𝘆 with a 𝗣𝗨𝗘 𝗼𝗳 𝗮𝗽𝗽𝗿𝗼𝘅𝗶𝗺𝗮𝘁𝗲𝗹𝘆 𝟭.𝟭.➤ Phase 1 is targeted for 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟯𝟭, 𝟮𝟬𝟮𝟲 and Phase 2 for 𝗠𝗮𝗿𝗰𝗵 𝟯𝟭, 𝟮𝟬𝟮𝟳.➤ Bitdeer retains 𝟭𝟬𝟬% ownership of the Tydal campus.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Secures long-term, multi-billion-dollar recurring revenue for 𝗕𝗶𝘁𝗱𝗲𝗲𝗿.➤ Expands NVIDIA GPU infrastructure for large-scale AI training and inference.➤ Strengthens Europe's position in sovereign AI infrastructure development.➤ Highlights continued enterprise investment in AI data center capacity.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗛𝗮𝗮𝗸𝗼𝗻 𝗕𝗿𝘆𝗵𝗻𝗶, Chairman, Tydal Data Center AS:“Tydal Data Center combines one of Norway's strongest energy locations - with dual grid connectivity and renewable local hydropower, with the world's most advanced AI infrastructure. We are thrilled to join forces with Volta in building a new generation of high-performance AI infrastructure, delivering leading-edge energy efficiency while creating opportunities for energy reuse and a circular economy. Our ambition is to establish Norway as a leading destination for sustainable AI computing by combining world-class technology with local expertise and renewable energy.”𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗚. 𝗣𝗼𝘁𝘁𝗲𝗿, Chief Financial Officer, Bitdeer Technologies:“This agreement is a key milestone in Bitdeer’s evolution as a global AI infrastructure platform. Bitdeer is delighted to be partnering with Volta, Dell Technologies, NVIDIA, J.P. Morgan, and their partners to provide one of the largest AI data centers in Norway. This project will incorporate leading-edge NVIDIA GPU technology and frontier models from a leading AI lab into a data center that is powered exclusively through highly reliable, carbon-free energy sources. Bitdeer has been present in Norway since 2018 and is very proud to be leading the effort to bring AI data centers at scale to Norway and Europe.”𝗥𝗶𝗰𝗮𝗿𝗱 𝗕𝗼𝗮𝗱𝗮, Co-Founder and CEO, Volta:“Compute is becoming the defining infrastructure asset class of our generation. This partnership demonstrates what is possible when institutional infrastructure capital is combined with world-class physical infrastructure and leading AI technology. By combining Bitdeer's exceptional data centre platform with Volta's capital formation capabilities, compute platform and relationships across the AI ecosystem, we are creating one of Europe's largest AI factories. Together, we are helping establish Norway as a global hub for AI infrastructure and accelerating our ambition to build The Utility of Compute™." - F
• Investors are shifting focus from AI stocks to energy and healthcare sectors.
• Eli Lilly and Dell are highlighted as stocks to watch. $Eli Lilly(LLY.US) $Dell Tech(DELL.US) • $Apple(AAPL.US) stock performed well, benefiting from high ratings. • Major companies like $Meta Platforms(META.US) and $Amazon(AMZN.US) face challenges in AI ROI this earnings week. - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: NVIDIA Forms Open Secure AI Alliance to Advance AI Safety and Cybersecurity - Reuters - $NVIDIA(NVDA.US) $Adobe(ADBE.US) $CrowdStrike(CRWD.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗡𝗩𝗜𝗗𝗜𝗔 launches the 𝗢𝗽𝗲𝗻 𝗦𝗲𝗰𝘂𝗿𝗲 𝗔𝗜 𝗔𝗹𝗹𝗶𝗮𝗻𝗰𝗲 with industry partners.➤ Founding members include 𝗔𝗱𝗼𝗯𝗲, 𝗖𝗿𝗼𝘄𝗱𝗦𝘁𝗿𝗶𝗸𝗲, 𝗛𝘂𝗴𝗴𝗶𝗻𝗴 𝗙𝗮𝗰𝗲, and 𝗗𝗲𝗹𝗹.➤ Alliance will develop and share 𝗔𝗜 𝘀𝗮𝗳𝗲𝘁𝘆 and cybersecurity tools.➤ NVIDIA warns restrictions on 𝗼𝗽𝗲𝗻 𝗔𝗜 could weaken defensive capabilities.➤ Company says excessive limits may concentrate AI power among closed providers.➤ NVIDIA recently backed the 𝗢𝗽𝗲𝗻 𝗪𝗲𝗶𝗴𝗵𝘁𝘀 𝗮𝗻𝗱 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻 𝗔𝗜 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 letter.➤ NVIDIA is contributing 𝗼𝗽𝗲𝗻 𝗺𝗼𝗱𝗲𝗹𝘀, weights, data, and agent research.➤ New 𝗡𝗩𝗜𝗗𝗜𝗔 𝗟𝗮𝗯𝘀 𝗢𝗯𝗷𝗲𝗰𝘁-𝗢𝗿𝗶𝗲𝗻𝘁𝗲𝗱 𝗔𝗴𝗲𝗻𝘁 project is now on GitHub.➤ Framework aims to improve testing, tracking, review, and control of AI agents.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens industry collaboration on securing increasingly autonomous AI systems.➤ Reinforces NVIDIA's growing influence in AI software and safety infrastructure.➤ Supports broader adoption of open-weight AI with enhanced security practices.➤ Could accelerate standardized AI governance across enterprise ecosystems. - F
$Hewlett Packard Enterprise(HPE.US) comes from $Dell Tech(DELL.US)'s family. Enterprise tech catch up name. Less hype than the chip leaders, still moving.
Setup: Strong 12 week uptrendEntry: 45–47.50Stop: 42.50T1: 55 | T2: 65R/R: ~1.8 - E
J.P. Morgan: AI Server Market
"The AI Server market is estimated to expand to $356bn in 2026 from $195 bn in 2025, implying +83% y/y growth, while the long-term CAGR from 2026 through 2030 is expected to track at +37%. With respect to customer types, Hyperscalers are expected to track to a CAGR of +28% from 2026 through 2030, while Enterprise and Rest of Cloud are expected to drive faster growth at +47% and +49% CAGRs, respectively, over the same period."AI Server Market Growth> Rapid Expansion: The total AI server market is projected to skyrocket from $14.7 billion in 2022 to $1.24 trillion by 2030.> Hyperscale Dominance: Hyperscalers are driving the vast majority of the demand, growing from $8.09 billion in 2022 to an estimated $611.6 billion in 2030.> Massive Peak Growth: The market saw its highest year-over-year percentage growth in 2024 at 211%, with steady, strong growth projected through the rest of the decade.Total Server Market Share > Nvidia's Surge: Nvidia's total market share expanded significantly from 18% in 2023 to 33% in 2025.> Competitor Stability: Major hardware vendors like Dell and Super Micro maintained or moderately increased their standing, with Dell holding 14% and Super Micro at 9% by 2025.AI Server Market Share by Vendor> Nvidia Leadership: Nvidia maintains dominance in dedicated AI servers, commanding 47% of the market in 2025 (down slightly from a peak of 58% in 2024 due to rising competition).> Gaining Competitors: Dell and Super Micro are prominent players in the AI server space, each holding an 11% market share as of 2025. - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Texas A&M Selects $Dell Tech(DELL.US) Dell to Build Large-Scale AI and HPC Research Platform - $AMD(AMD.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗧𝗘𝗘𝗦 selects 𝗗𝗲𝗹𝗹 to design and build the 𝗜𝗚𝗡𝗜𝗧𝗘 platform.➤ State-funded system will support 𝗔𝗜, 𝗛𝗣𝗖, and federally sponsored research.➤ IGNITE is expected among higher education’s largest 𝗔𝗠𝗗 𝗠𝗜𝟯𝟱𝟱𝗫 deployments.➤ Platform supports research across 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴, national security, and scientific discovery.➤ Zero-trust controls will support projects with varying 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 requirements.➤ System includes liquid-cooled 𝗗𝗲𝗹𝗹 𝗣𝗼𝘄𝗲𝗿𝗘𝗱𝗴𝗲 𝗫𝗘𝟵𝟳𝟴𝟱𝗟 servers.➤ 𝗔𝗠𝗗 𝗜𝗻𝘀𝘁𝗶𝗻𝗰𝘁 𝗠𝗜𝟯𝟱𝟱𝗫 GPUs will accelerate AI and HPC workloads.➤ 𝗗𝗲𝗹𝗹 𝗣𝗼𝘄𝗲𝗿𝗦𝗰𝗮𝗹𝗲 storage will support large-scale research data access.➤ Dell will deploy IGNITE at an 𝗘𝗾𝘂𝗶𝗻𝗶𝘅 Dallas data center.➤ Platform expands access for 𝘀𝘁𝘂𝗱𝗲𝗻𝘁𝘀, researchers, and external collaborators.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗗𝗿. 𝗥𝗼𝗯𝗲𝗿𝘁 𝗛. 𝗕𝗶𝘀𝗵𝗼𝗽, Vice Chancellor and Dean, Texas A&M Engineering:"As a research organization with more than a century of experience supporting federal agencies, industry and academia, we are constantly evolving to meet the needs of the programs we serve. This platform we’re building with Dell Technologies expands what we can take on — supporting increasingly complex, secure research for years to come. It aligns technology investment to long-term institutional priorities while positioning TEES to support the research programs that matter most to the nation."𝗗𝗿. 𝗩𝗶𝗻𝗰𝗲 𝗞𝗲𝗹𝗹𝗲𝗻, Chief Information Officer, The Texas A&M University System:"The future of research depends on providing researchers and students with access to the right technologies, the right expertise and the freedom to innovate. IGNITE advances The Texas A&M University System’s commitment to expanding access to next-generation computing environments that support AI-driven research, high-performance workloads and emerging technologies. Through collaboration with industry leaders such as Dell Technologies, AMD and Equinix, we are building a flexible and scalable platform that accelerates discovery, strengthens workforce development and creates new opportunities for partnership across academia, government and industry."𝗙𝗿𝗮𝗻 𝗕𝗼𝗴𝗹𝗲, Senior Vice President, Higher Education and Healthcare, Dell Technologies:"Universities like Texas A&M are at the center of research that shapes national security, economic growth and scientific discovery. IGNITE gives TEES the AI and compute foundation to compete for the next generation of federal and state research programs - with security controls that keep sensitive data protected without limiting access for the researchers and collaborators who need it. That's the kind of partnership, from architecture and design to managed services, that defines how Dell works with leading research universities."𝗧𝗵𝗼𝗺𝗮𝘀 𝗭𝗮𝗰𝗵𝗮𝗿𝗶𝗮, Senior Vice President, Strategic Technical Partnerships and Public Policy, AMD:“As research grows more complex, institutions need infrastructure that can support both AI and traditional high-performance computing. Powered by AMD Instinct™ GPUs, IGNITE will provide a flexible platform for both large-scale AI training and traditional HPC workloads, enabling researchers to accelerate discovery across engineering, national security and scientific research.”𝗞𝗲𝘃𝗶𝗻 𝗧𝗵𝗮𝗺𝗲𝘀, Vice President, Americas Partner Ecosystem, Equinix:"Modern research environments generate and depend on massive volumes of data, requiring secure, sovereign and scalable infrastructure that can support advanced computing workloads. Through our collaboration with Dell Technologies, Equinix will provide the resilient connectivity, ecosystem and secure data center foundation needed to support IGNITE's growth, helping enable groundbreaking research and innovation across industry, government and academic communities." - A
$Super Micro Computer(SMCI.US)
Woah.SMCI guided for 8.4-8.7% gross margins last quarter. They have a TTM gross margin of 8.83%.They just came out after hours and said they are increasing their guide for gross margins to now 15-17%. Even during 2024-2025, their gross margins went from 11-13%. How does a commodity server rack provider double their margins in the past 90 days? If anything, it feels like the company is either rolling out new products with better margins in the AI space or gaining more leverage with their customers to command better margins. If a low margin business like $Super Micro Computer(SMCI.US) can gain leverage, then other AI names can as well, which is part of the reason that competitors like $Dell Tech(DELL.US) and $Hewlett Packard Enterprise(HPE.US) are up after hours. Pretty incredible move from SMCI and could be a big moment for many AI names that are able to increase margins. $Super Micro Computer(SMCI.US) +15%Source: amit
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• Earnings season reveals a significant divide in the tech sector, with winners and losers emerging.
• IBM's CEO noted a shift in client spending towards hardware, leading to a 25% drop in IBM's stock. • Companies like SK Hynix and Dell saw stock increases in recent weeks due to rising demand for memory and servers. • PayPal received a $53 billion takeover offer from Stripe and Advent International, boosting its stock price. • Major U.S. banks report strong growth and increased deal pipelines, driven by client confidence in mergers. • June inflation numbers were lower than expected, reducing the likelihood of a Federal Reserve rate hike. • New York imposed a one-year moratorium on new data centers due to community opposition and resource concerns. - F
If you missed $Dell Tech(DELL.US) in 200's, $Micron Tech(MU.US) in 400's, then I think $Meta Platforms(META.US) is at those levels right now. $Microsoft(MSFT.US) as well but since its more saturated and has OpenAI liabiltiies, I will go with Meta as the best Growth + Fundamentals idea. All we need is a weekly close above last week. We have a party on!
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📊 Watchlist for tomorrow (Not Financial Advice)
$ASML(ASML.US) $CloudFlare(NET.US) $NVIDIA(NVDA.US) $Meta Platforms(META.US) $Dell Tech(DELL.US) $Genco Shipping & Trading(GNK.US) $CCC Intelligent Solutions(CCC.US) $Torm(TRMD.US) $Larimar Therapeutics(LRMR.US) $KRKNF📌 See pinned tweet for how I use my WL - N
Chip and memory stocks recovered last night with AMD & WD leading the way. Trump's call to go and buy a Dell computer worked magic once more as the stock soared 7%. Overall stock market edged higher but the last 2 times it reached this resistance, a pullback ensued. Let's see whether this rise can hold this time round.
☕️ [Task Coins Giveaway] Daily Market Talk — Samsung Rewrites the Record BookSamsung just dropped the most profitable quarter any tech company has ever reported. AI chips printed money, Nvidia walked back its own delay scare, and the Dow crossed 53K for the first time. SpaceX ...
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Supply chain signals have been disrupted and are causing anxiety about the peak season 3rd quarter media report, noting this year seems “volatile and treacherous” due to price hikes, shortages of key components – including memory, demand for early delivery by end clients (pull-in), and less predictable consumer demand. The biggest factor is strong 1st & 2nd quarter demand – and hoarding – by consumer electronics firms, which could slow in the 2nd half. Order visibility through end-2026 and 1st half 2027 will be a key sign to watch. $Apple(AAPL.US) $Dell Tech(DELL.US) $HP(HPQ.US) $Hewlett Packard Enterprise(HPE.US) #semiconductors
Source: Dan Nystedt
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The best ideas from the scanner this morning: $Victorias Secret(VSXY.US), $Liquidia Tech(LQDA.US), $Intel(INTC.US), $Dell Tech(DELL.US) & $Micron Tech(MU.US). All of them are in strong uptrend and gave a low volume pull back. Bookmark it if you want to find entries in the quality names in the first one hour of market.
