Proud moment here: 👏Great to watch @TheFuturumGroup's @OABlanchard make his @Bloomberg TV debut talking about the global semiconductor space and what is happening in China and how China is staying competitive. Watch -> Wrote 4 books with this guy b/c he's smart! $NVDA $AMD $QCOM

It shouldn’t surprise anyone that the U.S. won’t allow AMD to make a weaker AI chip for China when it didn’t let NVIDIA. This is about national security and global tech leadership. In this case the rules apply to all. reuters.com/technology/amd-h… $NVDA $AMD

Fun times in Orlando at Share filming a series of new Main Scoop with @GregLotko and the @BroadcomMSD team.

The question I wanted to ask Rami Rahim the most wasn’t just what is @JuniperNetworks doing in AI, but what is Juniper doing in AI that is truly different? In this extended conversation Rami and I went deep on the company’s journey across network innovation and how it has methodically developed and implemented AI in the portfolio. And of course…how Juniper is differentiating in AI. Want to get the big picture on AI innovation from Juniper Networks CEO? This is a great place to start. Check it out. (Link in the comments) $JNPR

Exciting update from @TheFuturumGroup I am beyond excited to have @Robert_Sutor join The Futurum Group as VP and Practice Lead for our Emerging Technologies practice including Quantum Computing and Advanced AI. Bob brings 4 decades of experience at IBM leading Quantum and AI programs and brings a wealth of knowledge to our firm. Completing his undergraduate and PhD in mathematics from Harvard University and Princeton University respectively Bob has taken theory to the real world with his long tenure of achievement. We are thrilled to have him here at TFG and look forward to having him bring his experience to our large base of global technology customers. Join me in welcoming Bob to the team! 👏🏻

When I said $DELL just knows how to make it happen on earnings day… The market reaction says it all. The macro is tough, but @Dell is great at figuring it out.

Dell’s superpower is beating even in wildly complex macros through op excellence. Did it once again here. Infrastructure takes charge here and offsets soft PC business 40% QoQ growth in AI order book. Diversified to benefit from AI tailwind. Solid quarter and mgmt from $DELL

Mixed result for @HPE. Great bottom line growth and margin expansion versus slower top line growth. The number I really like is the 41% ARR growth and ~3000 GreenLake customer adds. Spoke to @AntonioNeri_HPE and he sees acceleration as GPU avail grows. AI is the tailwind! $HPE

Had the opportunity to get under the hood and see some demos of the new @Microsoft Copilot for Finance. This is a great Gen AI use case for efficiency and productivity gains in collections, compliances, quote to cash etc. Read up 👇🏻 More later. $MSFT microsoft.com/en-us/microsof…

It's a beat-beat-raise for @PureStorage. While YoY revenue fell to single digit, company guided back to double digit growth in FY 25. ARR growth 25% + Evergreen Cloud 100% + 31% RPO growth look great. Remain market leader in NPS. AI story beginning to take shape. $PSTG

The quick rundown on @HP Q1 earnings. EPS $0.81 (Est. $0.81) Sales $13.19B (Est. $13.51B) PC numbers still lag, but optimism is here with AI PC and strong client numbers from $ARM $INTC and $AMD Spoke to CEO Enrique Lores, cautious on AI PC impact in 24. But, overall positive

Here we go @salesforce Q4 SALESFORCE 4Q SALES $1.97B, EST. $1.97B 4Q REV. $9.29B, EST. $9.22B 4Q SERVICE REV. $2.16B, EST. $2.14B BEGINS A QTRLY DIV OF $0.40/SHR SEES 2025 REV. $37.7B TO $38B, EST. $38.62B Beat beat with a cautious guide. 👀 on AI orders! $CRM