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Speaker

Woo Jin Ho

6 bits across the podcasts they've appeared on

I think we're starting to shift from a cyclical upswing to maybe a secular multi-year adoption phase for traditional servers as corporate enterprises start to adopt AI into the workplace.

Woo Jin Ho

SpaceX Wants Fee Cut From Bankers Chasi…

What both Dell as well as HPE confirmed was that this is going to be durable and sustaining, going over to the next several quarters, which is driving not only sales growth, but also earnings growth.

Woo Jin Ho

SpaceX Wants Fee Cut From Bankers Chasi…

Six quarters of forward guidance, that takes a lot of, number one, guts, but also a strong confidence in their bookings and their backlog to give that kind of guidance, and on top of that, with strong earnings growth.

Woo Jin Ho

SpaceX Wants Fee Cut From Bankers Chasi…

Technology

$60 Billion in AI Servers

SpaceX Wants Fee Cut From Bankers Chasing $500 Million Wind… · Jun 2, 2026

Dell's early lead is supported by massive hardware shipments directly to specialized next-generation cloud providers like CoreWeave.

Technology

$6 Billion in AI Servers

SpaceX Wants Fee Cut From Bankers Chasing $500 Million Wind… · Jun 2, 2026

Though roughly one-tenth the size of Dell's cloud business, HPE is capturing highly profitable enterprise-grade IT integration contracts.

Business

$4.00+ EPS FY27 Guidance

SpaceX Wants Fee Cut From Bankers Chasing $500 Million Wind… · Jun 2, 2026

Shattering the consensus estimates in the high $2 range, the bold forecast signals immense corporate confidence in the backlog of AI servers.