Nvidia new chip to power fresh line of Windows laptops by Dell , HP

$SMCI +12.9% — SUPERMICRO DELIVERS NVIDIA VERA RUBIN NVL4 END-TO-END BLUEPRINT FOR HPC AND AI

$SMCI AH $36.20 (+2.09%) — SUPERMICRO DELIVERS $NVDA VERA RUBIN NVL4 END-TO-END BLUEPRINT WITH NATIVE FP64 FOR CONVERGED HPC AND AI INFRASTRUCTURE

$HPE

$HPE $NVDA

IT'S EARLY BUT $INTC IS UNDER THE 21 EMA RIGHT NOW FOR THE FIRST TIME IN 2 MONTHS, NOT GOOD, SHORT TERM TREND SHIFT IF IT DOESN'T RECLAIM IT. INTEL CH

$DELL — AVOID 📊 | 6 MONTHS THESIS

$DELL — AVOID 📊 | 6 MONTHS THESIS

$DELL — AVOID 📊 | 6 MONTHS THESIS

$SMCI — ADD 📊

$STE — BUY 📊

$STE — ADD 📊

$NTAP — BUY 📊

$MSI — BUY 📊 | 6 MONTHS THESIS

$APO — AVOID 📊

$DELL — BUY 📊 | 6 MONTHS THESIS

$MSI — BUY 📊 | 6 MONTHS THESIS

$DELL — ADD 📊 | 6 MONTHS THESIS

$HPE — WATCHLIST 📊 | 6 MONTHS THESIS

$MSI — Manufactures motherboards, graphics cards, and gaming hardware.

$APO — Manages alternative assets and provides investment solutions.

$DELL — Designs, manufactures, and sells computers and IT solutions.

$HPE — Provides enterprise IT products, services, and solutions.

$DELL — Technology hardware and solutions provider

$DELL $HPQ

$DELL

$DELL ⚪ Insider GRANT: Silver Lake Partners V DE (AIV), L.P. received 84,538 shares (equity compensation) (+20 more)

$DELL 🔴 Insider SELL: SL SPV-2, L.P. SELLs 1,680 shares at $403.51 — worth $2.0M (+4 more)

$DELL

$DELL 🔴 Insider SELL: Silver Lake Technology Investors V, L.P. SELLs 25 shares at $391.03 — worth $163K (+8 more)