Woo Jin Ho
Senior Hardware and Networking Analyst at Bloomberg Intelligence, featured to discuss Dell's AI server demand, revenue guidance, and competitive landscape.
Best podcasts with Woo Jin Ho
Ranked by the Snipd community
Oct 7, 2025 • 37min
Dell Hikes Estimates on Strong AI Demand
Woo Jin-ho, a Senior Hardware and Networking Analyst at Bloomberg Intelligence, discusses Dell's soaring AI server demand and impressive revenue projections through fiscal 2030. He analyzes if Dell is truly an AI company or merely a server assembler and delves into competition within the sector. Meanwhile, Brandon Scott, Mayor of Baltimore, shares insights on his city's crime reduction strategies, plans for economic development, and the impact of federal support. Together, they paint a picture of a tech-forward future and urban resilience.
Oct 30, 2024 • 32min
Super Micro Auditor Resigns, Eli Lilly Cuts Outlook
Woo Jin Ho, a Senior Technology Analyst, discusses the shocking resignation of Super Micro's auditor and its impact on the AI market. Alison Williams analyzes UBS's strong performance compared to European banks, showcasing its robust equities business. Sam Fazeli dissects Eli Lilly's disappointing earnings and the challenges they face with obesity drug demand. Mandeep Singh highlights Google's impressive performance in a competitive cloud market. Laura Davison shares insights on Puerto Rico's increasing political significance in U.S. elections, including recent controversies and voter integrity issues.
