Nov. 5 at 11:47 PM
$SMCI $DELL Simply put I like the volatility, SMCI has a higher beta than DELL, yes both are set to gain from AI infrastructure spend, however SMCI often dips well below reasonable valuations then makes a decent comeback, plus its more specialised for the actual AI infrastructure needs in the future.
Im sure DELL will win contracts etc, however SMCI will win specific big contracts aswell, they recently won a 12b dollar contract that needed to be heavily customised so the upside from that is still waiting to be priced in.