Investing in Intelligence: AI Stocks and Options

Dell vs SMCI - Battle of the AI Server Companies, Plus Apple's AI Catalyst Moment

Investing in Intelligence Episode 14

Dell can't make money on AI servers but SMCI can? We break down the recent market performance of Dell and Dell's rapid decline in light of  poor margins and an underwhelming backlog. After discussing Dell as an AI stock, we touch on market sentiment, inflation, and the upcoming Apple event as a catalyst to bolster broad AI adoption.

AI Stocks Discussed: Dell ($Dell), Apple ($AAPL), Nvidia (NVDA), Super Micro Computer ($SMCI)

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