by KingN0
www.dell.com/en-us/blog/dell-and-nvidia-bringing-generative-ai-to-the-enterprise/
$NVDA and $DELL are working together to bring generative AI to the enterprise market.
Essentially what this could mean for the earnings call after hours is that Dell could raise guidance in a crazy fashion the same way that NVDA did last week. While Dell’s business model has taken a hit due to the slump in the PC market… interest in new computing technologies that can support AI will help their business.
The stock dropped in symphony to legacy hardware company $HPE… most of their revenue is shitty printers that don’t work and lack luster PCs/Laptops..
Dell on the other hand has a better product lineup, owning Alienware and many other high performance PCs
www.fool.com/investing/2022/11/30/better-buy-dell-vs-hp/
According to this article, Dell has been investing in data centers significantly more aggressively than Hewlett-Packard…
As such, the shares seemed primed for a pop. Don’t expect PC sales to knock the results out of the park. They would have to essentially say AI 200 times. Jumping in at these levels. Buy monthly calls in case there is a delayed reaction in the stock price to good news.
Disclaimer: This information is only for educational purposes. Do not make any investment decisions based on the information in this article. Do you own due diligence or consult your financial professional before making any investment decision.