Check Nvidia AI Spider Web! Who Will Beat Earnings This Week?
This week, AI concept stocks $Salesforce.com(CRM)$, $C3.ai, Inc.(AI)$, $Dell Technologies Inc.(DELL)$ , $Marvell Technology(MRVL)$, and $HP Inc(HPQ)$ will release their financial reports.
With the further development and application of AI in 2024, beneficiaries extend from software, chips, and SaaS companies to AIPC.
Let’s look at $NVIDIA Corp(NVDA)$’s AI Spider Web:
chart from X
Could $Dell Technologies Inc.(DELL)$ become the next SMCI?
$Dell Technologies Inc.(DELL)$ is set to release its financial report after Thursday's market close.
Thanks to riding the AI wave, Dell achieved 110% year-over-year growth. Its high-performance AI servers are selling briskly.
Can $HP Inc(HPQ)$ catch up with the AIPC wave?
Semiconductor company $Marvell Technology(MRVL)$ lag behind in terms of performance as it missed last earnings. It will release its financial report after Thursday's market close.
Can $Marvell Technology(MRVL)$ keep up with the upward trend of other semiconductor companies this time?
Among the companies in Nvidia's AI spider web, which one do you favor the most?
Which AI concept stock will beat the financial report this week?
Can Dell become the next SMCI?
Leave your comments and also post to win tiger coins!
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$Dell Technologies Inc.(DELL)$ may do good in the hype of AI since its high-performance AI servers are selling quite good and has achieved 110% year-over-year growth.
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Among the companies in Nvidia's AI spider web, which one do you favor the most?
Which AI concept stock will beat the financial report this week?
Can Dell become the next SMCI?
Leave your comments and also post to win tiger coins!
得益於乘着人工智能浪潮，戴爾實現了110%的同比增長。其高性能人工智能服務器銷售活躍。
First, HP should leverage its R&D and form strategic partnerships, investing in AI tech and integrating it into their products. Collaborating with AI leaders or acquiring startups can speed up progress.
Second, as demand for AI PCs rises, HP must exceed user expectations with smarter interfaces and strong performance.
Third, HP should use its distribution channels and brand loyalty to roll out affordable AI-integrated products, capturing market share.
Lastly, agility is crucial. HP must adapt quickly to AI advancements to succeed.
In essence, HP has the potential to lead the AI PC wave by leveraging strengths, investing in AI, understanding market trends, and staying agile. With the right moves, HP can catch up and lead the AI revolution.
I'd go with Marvell Technology (MRVL). Here’s why: Marvell is deeply embedded in the high-growth areas that Nvidia thrives in, like data centers, 5G infrastructure, and AI. Their recent acquisitions, like Inphi, have supercharged their capabilities, making them a powerhouse in data movement and connectivity.
Marvell’s tech aligns perfectly with Nvidia's AI-driven future, creating a symbiotic relationship. They’ve shown consistent growth and innovation, positioning themselves as a key player in the semiconductor space.
So, while Nvidia’s web is vast and full of promising companies, Marvell stands out for its strategic fit and growth potential. It’s a smart bet in the AI arena.
Hmm... Comparing market caps of SMCI (USD 117.99 billion) vs Dell (USD 51.22 billion), it is more likely that SMCI be the next Dell, than Dell being the next SMCI.
Having topped estimates by 27.53%, on average, in the last two quarters, there is quite a good chance that Dell beats analysts' estimates this time round.
戴尔将在周四收盘后发布财务报告，事情看起来很棘手。乘着人工智能浪潮，戴尔实现了惊人的110%的同比增长。他们的高性能人工智能服务器正在下架，推动了这一令人印象深刻的激增。
现在，SMCI凭借其利基市场和出色的增长设立了一个高标准，但戴尔有能力在这个领域展示实力。凭借其强大的基础设施和广泛的市场覆盖面，戴尔的人工智能推广不仅仅是昙花一现。他们有规模、技术和动力。
那么，戴尔会成为下一个SMCI吗？绝对的。如果他们继续利用人工智能的繁荣并提供稳定的结果，戴尔可能不仅仅是与SMCI匹敌，他们还可以重新定义游戏。周四收盘后敬请关注；会很有趣的。
Finally, Marvell’s innovation in chip design, particularly for AI and machine learning applications, keeps them competitive. They’re not just keeping up; they’re setting trends. They’ve got the strategy, the tech, and the market position to do it.
1. AI Integration: Salesforce’s Einstein AI enhances customer service and sales forecasting, making their products indispensable.
2. Consistent Growth: They have a history of strong financial performance and expanding their customer base.
3. Market Leadership: As a CRM leader, Salesforce has a vast, loyal customer base and a proven track record.
4. Strategic Acquisitions: Acquisitions like Tableau and Slack have strengthened their AI and data analytics capabilities.
5. Strong Earnings History: Salesforce often exceeds market expectations in earnings reports.
With these strengths, Salesforce.com (CRM) is well-positioned to beat financial expectations this week.
好的
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