Stock Buff : MU
103559247 : Dell is a consumer of memory while MU produces it and their main lineup are hardware solutions. Hard to see the upside of Dell vs an AI stock in current market
goodfortune : dell mainly focusing servers... both have equal opportunities
104332861 : If u follow closely to recent Dell news ...you will notice Dxxx going to be main partner of Nvidia.
103970650 : every processor needs memory
SilverbatOP 103970650: No competitors?
SilverbatOP goodfortune: Dell has stronger cash flow
SilverbatOP SilverbatOP: Guessing a big advancement which could fundamentally switch Dell marketing into tier#2 AI installations
Stock Buff : MU
103559247 : Dell is a consumer of memory while MU produces it and their main lineup are hardware solutions. Hard to see the upside of Dell vs an AI stock in current market
goodfortune : dell mainly focusing servers... both have equal opportunities
104332861 : If u follow closely to recent Dell news ...you will notice Dxxx going to be main partner of Nvidia.
103970650 : every processor needs memory
SilverbatOP 103970650: No competitors?
SilverbatOP goodfortune: Dell has stronger cash flow
SilverbatOP SilverbatOP: Guessing a big advancement which could fundamentally switch Dell marketing into tier#2 AI installations