Jukan — sniff.trade

2 trades tracked · Jukan · 1mo agoview on X

in postSMCSMCILONGFIRST CALL

@jukan05

SMCI upgraded as it wins NVL72 AI server contracts for SpaceX's 2027 GW buildout, taking share directly from DELL

SMCSMCILONG@ $32.05

$28.85-9.97%

since call Jun 25

peak +2.5%

in postDELDELLSHORTFIRST CALL

@jukan05

DELL downgraded to Hold; +200% rally has stretched valuation past 20x FY28E EPS with ODM-direct risk emerging

DELDELLSHORT@ $415.41

$404.03+2.74%

since call Jun 25

peak +10.7%

TIMESTAMPS

in post