And SMCI has 357 patents globally of which 310 or so are active. Dell has over 51000 globally and over 21,000 granted. HP has over 22000 globally and over 14000 granted. SMCI has nothing that’s ground breaking or superior.

---

Who else? lol; Dell, Hewlett Packard Enterprise and HP. 7 whole patents? Woooooow

---

PLTR and DELL now have identical market capitalization, one sells $2.75 billion of vaporware, the other sells $100 billion of actual hardware.

---

Hasn't the DOJ been investigating the chip export allegations for some time? Not only against SuperMicro, but DELL and NVDA as well? These companies seem to deal with these same allegations every few months. So far they've repeatedly denied any involvement, investigate, and get exonerated. Here's what all three said in April about chips getting to China: https://www.reuters.com/world/china/china-acquired-recently-banned-nvidia-chips-super-micro-dell-servers-tenders-2024-04-23/#:\~:text=%22Our%20distributors%20and%20resellers%20are,relationship%2C%22%20the%20spokesperson%20said. Also, the DOJ has been looking into 30ish short sellers for a few years now, including the companies who published the last two short reports on SuperMicro. Would the DOJ already have known about any third party export accounting allegations from that investigation?

---

Michael Dell > Tim Apple

---

Because DELL Added to index

---

PLTR and DELL might cause the tech to rocket.

---

It broke 1000 on pure hype alone. That's not happening again. There is no round 2. It's a good company, but it's not one for growth. Dell and IBM have a better chance at hitting 1000 before this does.

---

Why dell?

---

Monday Dell and NVDA will be up 8%. I don’t know if you’re carIED through Monday. The rest of the market should fail.

---