$dell calls $116 run it

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My Dell call is up 150% today  Still down 98% total return ($1,325)

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DELL eyeing that massive gap below and being like "Should I?" 

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Every semi is trash except NVDA. I don't mean as a company. I mean their valuations. They are being bid up in tandem to NVDA, and they are not going to deliver. Just look at DELL, MU, ASML, TSM, AMD, NXPI, etc.

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My dell and micron from last month is doing me dirty.  I don't know if qqq can dig me out of this hole.

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I was told DELL will moon and it has tanked 20% since earnings

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Why can these DELL bags suk my big black dik?

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For what workloads though (other than game servers)? I'm an SWE in the systems infrastructure space (I write software that manages datacenter and cloud platform stuff), and I haven't heard of anyone trying to use desktop CPUs for large compute environments, but with high core counts on desktop CPUs these days I can see physical density no longer being a concern that trumps the lower cost of desktop CPUs. It's also much easier these days to engineer workloads to be extremely fault tolerant, so reliability also doesn't matter for workloads engineered to handle compute node failures, eg a K8s node fails and a cheap technician just replaces the node without any downtime for the workload and without the technician needing to know anything other than how to physically replace the hardware. I question how common this approach would be outside of massive compute farms, though, and I would speculate that only companies utilizing massive on-prem custom hardware deployments would do this (like Google, Facebook, Microsoft, and Amazon). I work for a company with a six figure on-prem node count, but our stuff is standard Dell and Cisco blade servers and I can't see us doing anything like this. More and more we're moving workloads to the three major clouds anyway and our hardware purchases have gone way down as a result. On the other hand cloud costs are astronomical and I suspect someday we might have to move back to on-prem as a cost saving measure.

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Remember, if any of these shit semis that traded up with NVDA miss and pull it down in sympathy - that's your chance to buy more calls. MU, DELL, NXP, CDNS, AMD, etc. All fine companies but have been bid up on "the Next NVDA hopium" - For now, there is only one NVDA

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$DELL First target $35 dividends tomorrow  by EOD

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