Sun Microsystems was a good company that made good hardware that got destroyed by Oracle. They actually had really good products that we still use today like Java, MySQL, VirtualBox, ZFS. At their height the PS ratio of SUN was like 10 vs AMZN right now is 3.39 and NVDA 37.02. The issue that was Sun Microsystems downfall wasn't Linux (most of their hardware could run Linux I was running CentOS on them back in the day). The issue was Dell, HP, Cisco etc all had strong competition and the server market was only so big back then so the competition ate into their growth and with an inflated PS ratio that stock price ONLY made sense if they had complete market dominance and were going to grow by like 5-10x. NVDA may very well end up as a similar story to SUN as the other big tech giants are releasing their own chips that will directly compete with NVDA. This doesn't mean there is not good money to be made in the AI market just that I would be skeptical about NVDA continuing it's crazy clime and more Bullish on AMZN, META, MSFT and others to get in on that sweet action. Individually NVDA might be overpriced while the rest of the AI boom still has a lot of legs left in it.

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I mean, the whole appeal of buying something memetic is that it retains it viral property. If theyre going to quarantine it, I cant make any promises about what I buy tomorrow. Except probably oklo and maybe dell.

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Or when the company implodes and they have to do damage mitigation like Enron, Worldcom, Take-Two, Dell, etc.

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They failed to capitalize in anyway their competitors did, they don’t make oem hardware outside some niche NuC products like Dell or other oem, the chips stagnated cause they owned so much market share, but they got their lunch eaten by amd with the ryzen chiplet design and on the other side I don’t believe they have an actual answer to the more SoC paradigm that apple and mobile devices are driving with ARM cpus, everyone knows intels chips are stupidly power hungry and eat mobile batteries alive, and they are just now trying to get Into the gpu game, but they’re just decent entries that no one really knows or talks about. That being said, I thought there was money to be made here, but evidently the subsidizing was already price in lol?

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👀 No worries I’m just short MSFT, AMZN, CVNA, DELL, COST, LLY. Long TD. 🤣😘

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Awww. Next time :). (I did that with Dell awhile back, and someone here made $150k on it, so I feel you.)

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AMA - I bought Dell at their ATH today and even though they’ve gone up nonstop for a year, I’m down

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Sold for easy 30%, just looking at the chart told me All I needed to know. Dell will fly if it can break resistance at 135

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Dell 132 calls for tomorrow are free money

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what about dell?

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