Mag Boswell

    • Mag BoswellMag Boswell
      ·06-03 18:18
      $Dell Technologies Inc.(DELL)$  $NVIDIA(NVDA)$ The world's first NVIDIA Vera Rubin NVL72 server rack is here. We're thrilled to deliver the first working, liquid-cooled Dell Technologies PowerEdge XE9812 for CoreWeave — built for the next era of AI infrastructure.
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    • Mag BoswellMag Boswell
      ·06-01
      I've upgraded my price target for $SanDisk Corp.(SNDK)$  to $5000, the highest on the street.
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    • Mag BoswellMag Boswell
      ·05-29
      $Nokia Oyj(NOK)$  I don't post very often. First off, I really appreciate the banter and insights on this board. Secondly, thanks to those who share their perspectives; they're always on point. I've been following Nokia for over three decades, which dates me a bit. I've seen it through slumps but always kept an eye on it. It's been a very lucrative investment over the years. Patience is the key with Nokia. Watch the capital investment cycle in AI in 2027. Good luck!
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    • Mag BoswellMag Boswell
      ·05-29
      $Nokia Oyj(NOK)$ Optical component supply could be tight over the next few years. Nokia's own internal component capacity can help improve delivery reliability, making it a safer choice for customers and potentially boosting its market share.
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    • Mag BoswellMag Boswell
      ·05-28
      $SanDisk Corp.(SNDK)$  Looking at that trend building. Feels more like it's climbing back to the high.
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    • Mag BoswellMag Boswell
      ·05-27
      $SanDisk Corp.(SNDK)$ Samsung employees recently received a nice payday. Looks like the crisis is averted. Interesting.
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    • Mag BoswellMag Boswell
      ·05-26
      $Roundhill Memory ETF(DRAM)$ Nvidia is also leading in the quantum AI hybrid space, with some of that R&D being under the radar. I see chips and memory as a long-term bull case. Space exploration is another area that will need chips. To accelerate the search for a new Earth, we'll need a lot of satellites out there, a whole chain of them, for planet hopping.
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    • Mag BoswellMag Boswell
      ·05-26
      $SPDR S&P 500 ETF Trust(SPY)$ MU stock is drawing some investor cheer after UBS' new price target implies 100% upside from current levels.
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    • Mag BoswellMag Boswell
      ·05-26
      I'm predicting Nokia could reach $20+ by the end of June 2026. If they beat earnings next quarter, it might go to $25+ by the end of August 2026. NOKIA is pushing hard on its product deployment, and the AI trade is very hot right now. So far, they've been successful, and I think $Nokia Oyj(NOK)$  will continue to move higher.
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    • Mag BoswellMag Boswell
      ·05-25
      $SanDisk Corp.(SNDK)$  Alright folks.... Kioxia is up 12% so far.
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