The generative AI boom and a broad push towards digital infrastructure are driving demand for Dell Technologies Inc. (NYSE: NYSE: DELL ). After undergoing a PC downturn in 2023, the company is now on a positive uptrend especially Kennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the und ...

Core Insights - The future of "smart terminals" is being reimagined with the introduction of AIPC (Artificial Intelligence Personal Computer), which can perform tasks while in sleep mode and support complex reasoning locally without relying on cloud computing [1][2][5] Group 1: AIPC and Its Innovations - AIPC is evolving from a simple office tool to a "mobile productivity center," addressing two main pain points: reliance on cloud computing and limited local hardware resources [2] - The "small box" solution, termed "limitless terminal intelligence," aims to maximize the potential of limited terminal resources through software and hardware collaboration [2][5] - The AIPC can release over 1,000 hours of productivity annually by executing background tasks during idle CPU periods, thanks to the Infini-Megrez2.0 model, which achieves cloud-level intelligence with significantly reduced memory and computational requirements [5][7] Group 2: Technological Advancements - The Infini-Megrez2.0 model enables "unperceived operation," transforming AIPC from a mere tool to an intelligent assistant that can autonomously handle tasks during sleep periods [7] - The Infini-Mizar 2.0 inference engine enhances the speed and efficiency of large model operations, increasing the local model size limit from 7B to 30B, while improving intelligence levels by 18% and doubling inference performance [8] - The combination of Mizar2.0 and Megrez2.0 allows for significant advancements in terminal intelligence applications, pushing the boundaries of what is possible in edge AI [8] Group 3: Partnerships and Future Goals - The company is collaborating with Lenovo, H3C, and other partners to turn innovations into accessible products, including an integrated large model machine and FPGA-based inference systems [9][11] - The ultimate goal is to create next-generation smart terminals that serve a wide range of applications, making AGI accessible to everyone [11]

Core Viewpoint - Hewlett Packard Enterprise (HPE) is showing potential for short-term gains as it has recently surpassed a key support level and the 20-day moving average, indicating a bullish trend [1][3]. Technical Analysis - HPE has recently crossed above the 20-day simple moving average, which is a favored trading tool for short-term traders as it smooths out price trends and signals trend reversals [2]. - The stock price moving above the 20-day moving average is interpreted as a positive trend, while a drop below it could indicate a downward trend [2]. Performance Metrics - Over the past four weeks, HPE shares have increased by 12.3% [3]. - The company currently holds a Zacks Rank of 3 (Hold), suggesting potential for continued upward movement [3]. Earnings Estimates - There have been three upward revisions in earnings estimates for the current fiscal year, with no downward revisions, indicating positive sentiment among analysts [3]. - The consensus earnings estimate for HPE has also increased, reinforcing the bullish outlook [4].

瘦客户机是一种基于PC工业标准设计的小型行业专用商用PC。它采用专业的嵌入式处理器、小型本地 闪存和精简版操作系统，以实现高效、稳定的运行。目前，市场上主流瘦客户机云桌面架构有VDI和 IDV。VDI即虚拟桌面基础架构，是采用集中计算和存储的虚拟桌面技术。IDV又称智能桌面虚拟化， 是一种采用集中存储、分布运算架构的桌面虚拟化技术。 瘦客户机在成本效益、管理性、安全性和节能环保方面都有着不小的优势。由于硬件配置要求低，瘦客 户机的价格通常低于传统电脑，且维护成本也相对较低。集中管理的服务器使得IT管理工作更加便捷， 敏感信息也不会轻易泄露。瘦客户机功耗低，有助于降低电力消耗和企业碳足迹。简单的硬件结构使得 瘦客户机更稳定可靠，适合长时间运行。 内容概要：瘦客户机是一种基于PC工业标准设计的小型行业专用商用PC。它采用专业的嵌入式处理 器、小型本地闪存和精简版操作系统，以实现高效、稳定的运行。瘦客户机作为云终端的硬件载体之 一，通过长久市场验证的安全稳定性，高度定制化属性，节能环保降低碳排放，集中管理以及降低综合 TCO等优势被企业级用户已经广泛认可并转化为购买动力。从中国市场瘦客户机销量来看，整体呈现增 长态 ...

Ponto is the world's first PCIe Gen 5 GPU expansion system purpose-built for commercial datacenters demanding ultra-dense, high-throughput compute performance ESCONDIDO, Calif., July 22, 2025 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leader in PCIe Expansion and rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, today announced the launch of Ponto, the world's first PCIe Gen 5 expansion platform su ...

Core Insights - Embedded LLM has launched TokenVisor, a monetization and management platform for GPUs, aimed at addressing the challenges organizations face in translating hardware investments into revenue [1][3][6] - TokenVisor is designed to simplify operations for GPU owners, enabling them to manage and monetize LLM workloads effectively [4][5][6] Industry Context - As organizations build "AI factories," they encounter difficulties in achieving positive ROI from significant hardware investments without effective tools for billing and usage tracking [3] - The platform is positioned as a commercialization layer for the AMD AI ecosystem, enhancing the capabilities of GPU providers [4][6] Product Features - TokenVisor allows users to set custom, token-based pricing for LLM models, monitor real-time usage, automate billing, manage resource allocation, and implement governance policies [7] - Early adopters have reported that TokenVisor has streamlined the commercialization process, enabling rapid deployment of revenue-generating services [8] Strategic Partnerships - The collaboration between Embedded LLM and AMD, as well as Lenovo, highlights the importance of integrated solutions in accelerating AI revenue and providing financial frameworks for AI investments [5][6] - Lenovo's integration of TokenVisor with its ThinkSystem servers and AMD Instinct GPUs is expected to enhance customer capabilities in launching LLM services [5] Market Impact - The launch of TokenVisor signifies a new phase of maturity for the AMD AI ecosystem, allowing providers to compete more effectively by deploying and billing for LLM services [6] - The platform's comprehensive support for popular LLM models and responsive technical support are critical for rapid deployment and ROI [8]

Core Viewpoint - Bank of America Global Research has raised the target price for Dell Technologies from $155 to $165 [1] Company Summary - The adjustment in target price reflects a positive outlook on Dell Technologies' performance and market position [1]

Group 1 - Super Micro Computer, Inc. (NASDAQ: SMCI) is showing signs of improvement in technical performance despite concerns regarding its fundamentals [1] - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to assist investors in building diversified portfolios [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Super Micro Computer, Inc. [1]

Core Viewpoint - The article highlights the successful launch of the Tianzhou-9 cargo spacecraft, emphasizing its rapid docking with the Tiangong space station and the technological advancements represented by this mission, particularly in the context of China's space exploration and innovation efforts [1][3][6]. Group 1: Launch and Mission Details - The Tianzhou-9 spacecraft, referred to as the "space delivery guy," achieved autonomous docking with the Tiangong space station within just 3 hours, a significant improvement from the 2 days taken by Tianzhou-1 in 2017 [3][6]. - The mission included the delivery of various supplies, including Spring Festival items, scientific payloads, and Huawei commercial computers, showcasing the efficiency and reliability of the Tianzhou series [3][6][10]. Group 2: Technological Reliability and Testing - The Huawei commercial computer used in the mission underwent rigorous testing based on MIL-STD-810G standards, ensuring its reliability under extreme conditions such as temperature fluctuations, cosmic radiation, and microgravity [7][10]. - The computer boasts an average mean time between failures (MTBF) of 1 million hours, providing a solid guarantee for long-term stable operation in space [7]. Group 3: Huawei's Role and Innovation - Huawei's commercial computer demonstrated stable performance during the high-intensity reporting tasks at the launch site, ensuring smooth data transmission and confidentiality of reporting materials [10]. - The Huawei Qingyun brand emphasizes reliability, independent innovation, and collaboration, having served over 1,000 top enterprises globally, which aligns with the spirit of China's space exploration [10][11]. Group 4: Broader Implications for Chinese Technology - The article reflects on the spirit of perseverance and innovation in China's space endeavors, linking it to the development of domestic technology products like those from Huawei [11][13]. - The collaboration between Tianzhou-9 and Huawei Qingyun symbolizes the broader narrative of China's technological advancement and commitment to innovation, essential for progressing towards becoming a technology powerhouse [13].

Core Viewpoint - The analyst has maintained a bullish stance on Super Micro Computer, Inc. (NASDAQ: SMCI), despite the stock being down over 13% since the initial bullish outlook [1]. Group 1: Company Performance - Super Micro Computer, Inc. has not performed strongly in the market, with a decline of over 13% in its stock price [1]. Group 2: Analyst Background - The analyst has a Bachelor of Commerce Degree with Distinction, majoring in Finance, and is a lifetime member of the Beta Gamma Sigma International Business Honour Society [1]. - The analyst emphasizes core values of Excellence, Integrity, Transparency, and Respect as essential for long-term success [1].