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$Dell Technologies Inc.(DELL)$ blockbuster earnings report proved that enterprise level demand for physical AI data centre infrastructure is accelerating.
Dell's total revenue surged 58% YoY to a record USD 47.0 billion, outperforming analysts estimate of USD 44.92 billion.
Non GAAP adjusted EPS crushed expectations, coming in at USD 7.04 vs USD 4.92 expected.
Dell booked an astonishing USD 60.9 billion in new AI server orders during the quarter alone.
Dell's management has upgraded its full year FY27 revenue target by a huge USD 25 billion to USD 192 billion. They also forecasted AI server sales to triple to USD 74 billion.
What an amazing earnings report! It is no wonder Dell shares surged by almost 16% post earnings.
Will I chase the trend or wait for pullback?
The better solution is to dollar cost average Dell. It perfectly balances the need to capture Dell's massive AI momentum while protecting capital from short term volatility.
@Tiger_comments @TigerStars
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