Calls
3
Woo Jin Ho
Analyst, Bloomberg Intelligence (Hardware)
Win Rate
33.3%
return
+4.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 29
$420.23
+15.5%
Dell's structural demand for AI servers and traditional servers is durable beyond fiscal 2027-28, driven by a shortage in compute demand, strong supply chain relationships (especially with Nvidia), and operational scale. The guidance increase of $25-27 billion for AI servers and $15-17 billion for traditional businesses shows legs, and margins are improving. This is not a one-time move but a multi-year opportunity.
AI Hardware
Long
Sep 02
$109.32
-0.1%
Cisco's corporate networking growth has been growing phenomenally at higher margins, as heard from its results, adding another positive networking read-through alongside the AI server ecosystem strength.
AI Photonics
Long
Sep 02
$50.99
-3.0%
HPE should report similar server-side upside because it is one of only a few US and global vendors in the market, and its networking side is also going gangbusters, which adds a revenue boost and a margin boost on top of the server strength.
AI Hardware
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Woo Jin Ho has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: DELL, CSCO, HPE.
