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

$CIEN, $CSCO, $NOK

$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

$HPE — WATCHLIST 📊 | 6 MONTHS THESIS

$HPE — WATCHLIST 📊 | 6 MONTHS THESIS

$HPE — WATCHLIST 📊 | 6 MONTHS THESIS

$SMCI — ADD 📊

$STE — BUY 📊

$STE — ADD 📊

$NTAP — BUY 📊

$APO — AVOID 📊

$DELL — BUY 📊 | 6 MONTHS THESIS

$IBM — BUY 📊

$DELL — ADD 📊 | 6 MONTHS THESIS

$ANET — BUY 📊

$HPE — WATCHLIST 📊 | 6 MONTHS THESIS

$ANET — Designs and sells high-speed networking equipment.

$IBM — Designs and sells computer hardware, software, and services.

$APO — Manages alternative assets and provides investment solutions.

$CSCO — Designs and sells networking hardware, software, and services.

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

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

$IBM — INTERNATIONAL BUSINESS MACHINE

$DELL — Technology hardware and solutions provider