Locator: 49559MU.
Intel: a note before we get started -- wow, Intel is doing well. A reader wrote to tell me many months ago that when Trump "backed" Intel, when Intel was trading in the $20 range, said Intel would eventually trade for $40. Wow. I learn a lot from my readers.
Now back to Dell and Micron.
I have no position in Dell, never have, and never will. But Dell and Micron are in the same headlines today, and I'm much more invested in Micron than I thought I would ever be.
Briefly:
- I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
- All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Many posts are not proofread for several days after they've been posted.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- And Oracle.
- Longer version here.
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Dell
So, before looking at Micron today, I wanted to take a closer look at Dell.
Google "Dell": this pops up --
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Dell / Micron
From the linked article:
Dell Technologies is one of the world’s biggest makers of personal computers. It’s also a major player in servers used in data networks, and that means it’s one of the big beneficiaries from surging artificial intelligence spending. On November 25, the strength associated with AI was on full display when Dell released its third-quarter results, showing that server demand for AI surged, fueling sales and driving orders higher.
