Is Super Micro Computer Stock A Better Buy than Dell Stock?

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  • Опубліковано 16 чер 2024
  • Looking to invest in tech stocks? Watch this video to find out if Super Micro Computer or Dell is a better buy for my portfolio. We'll discuss SMCI stock, DELL stock, and the growing demand for AI servers in the market.
    A portion of this video is sponsored by The Motley Fool.
    Visit fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 650% as of 5/6/2024 and measured against the S&P 500 returns of 150% as of 5/6/2024. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.
    I have a position on $NVDA
    DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.

КОМЕНТАРІ • 20

  • @JoseNajarroStocks
    @JoseNajarroStocks  14 днів тому +3

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    Thoughts on DELL vs SMCI?

  • @user-cm8br8kj5y
    @user-cm8br8kj5y 13 днів тому +1

    I am sure that SMCI's profit margin will grow, its Japanese factory and Southeast Asia (Malaysia) factory have already started production by the end of this year and dell margin will reduce to less than20%

  • @ShayanErfanfar
    @ShayanErfanfar 12 днів тому +1

    Finally the video ive been waiting for since last year yay

  • @kennethdavis3542
    @kennethdavis3542 14 днів тому +4

    I believe your revenue estimate will be low for next year as Charles said over the weekend that they would be doing 1000 racks per month of cool down and that it would equal three million in revenue per month. If that is an accurate statement you're looking at 36 billion alone on cool down.

    • @JoseNajarroStocks
      @JoseNajarroStocks  14 днів тому +2

      lol I said that in a previous episode the 36B this was analyst expectations not mine

  • @Rafael555888
    @Rafael555888 14 днів тому +2

    Have you seen recent interview by SMCI CEO where he says they plan to jumo from 1 percent marketshare to 15% marketshare within 12 months? ( if i understood him correctly)

    • @Rafael555888
      @Rafael555888 14 днів тому

      ua-cam.com/users/live-kmniZcYvZg?si=qCTyev3GvrMhES2R

    • @JoseNajarroStocks
      @JoseNajarroStocks  14 днів тому +2

      Yep did a video on it Thursday or Friday

  • @Mamataghosh-cd9lc
    @Mamataghosh-cd9lc 13 днів тому

    Not a shill, but that Times Square announcement was hard to ignore. Cyberopolis will be big!

  • @ShayanErfanfar
    @ShayanErfanfar 12 днів тому

    Brother dell is at a 17 fw pe 😭 in this current matket u cant find sh9t under 30 pe with growth that dell is having, i really wish u bought some or will buy some

  • @Blockff665
    @Blockff665 13 днів тому

    Not here to shill, but the Times Square ad for Cyberopolis made me Google it.

  • @GeetaRani-eo7sd
    @GeetaRani-eo7sd 13 днів тому

    Love BTC the most, but it is time to put some into presales. Cyberopolis is the next big thing.

  • @qahtanalqaysi5116
    @qahtanalqaysi5116 14 днів тому +2

    😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊

  • @gunslinger227
    @gunslinger227 13 днів тому +1

    Dell to moon tbh 🎉

  • @InduSingh-lr2og
    @InduSingh-lr2og 13 днів тому

    Cyberopolis, easy 50-200x in next few months

    • @Zc0AlEX0
      @Zc0AlEX0 12 днів тому

      What’s cyberopolis?