### Dell: Powering the Future of Data Centers and AI Companies In the rapidly evolving landscape of data centers and artificial intelligence (AI), Dell Technologies has emerged as a pivotal player, providing robust server solutions that cater to the intensive demands of modern computing. Dell's commitment to innovation and performance is evident in its server offerings, which are increasingly becoming the backbone of data centers and AI companies worldwide. #### Dominance in the Server Market Dell's market presence is significant, with a consistent market share that reflects its importance to the industry. As of the second quarter of 2021, Dell held a **15.6 percent** market share of the global server market⁵. This figure underscores Dell's role as a key server provider, especially when co

[Cry] [Cry] [Cry] [Cry]  

Can buy when drop toouch 

$Salesforce.com(CRM)$  🇺🇸💻 Salesforce $CRM One Pager Is Salesforce a buy after the huge dip? 🏆 Score 6.2/10 🎯 My fair price estimation is around $240 (note that this is an average between 3 methods and the analyst consensus is high, increasing the average) 🐂 For the bull case - The company is growing at a good rate - Some elements (tableau, slack) are growing even faster - The company has rarely been this cheap - Results were good, reaction seems excessive - A lot of cash available 🐻 For the bear case - Some fear that AI will disrupt the business model (I don't but this won't help the valuation) - SBC are very high, like for a huge part of the US tech stocks - Capital efficiency is disturbingly low What do you think of Salesforce?

$Dell Technologies Inc.(DELL)$  Morgan Stanley Raises PT on $DELL to $155 from $152 “Near-term expectations got ahead of themselves, but we’re confidently buying the dip as our FY26 EPS increases to $10.34 given building AI ecosystem momentum,” The Analyst believes the weak ISG margins were mostly due to pricing competition and underperformance in the Storage segment, which they believe can be corrected. “What stood out to us positively, and is more impactful to our Overweight thesis, is that AI server momentum continues to build, with April quarter revenue recognition better than we expected, orders higher than expected, backlog and pipeline combined in the $12B+ range exiting the quarter (greater than our FY25 AI server revenue forecast),

It was priced in. Buy the dip for long term benefits 

I really don't know what this means or how it's of any value I wonder if anybody can explain that to me

After hours yesterday, $Dell Technologies Inc.(DELL)$ , AI bull stock, dropped a bombshell with their first-quarter earnings report for fiscal year 2025, corresponding to the three months ending May 3rd. The stock price plummeted 17.8% in after-hours trading!What happened? How did the AI bull stock that rose well before suddenly collapse?RevenueIn the first quarter, Dell's revenue was $22.244 billion, an increase of 6.3%, reversing the previous six consecutive quarters of negative growth, slightly exceeding analyst expectations of $21.6 billion:By segments, Servers & Networking revenue hit $5.466 billion, an increase of 42.5% year-on-year, mainly driven by the blowout demand for AI servers; Storage business revenue was $3.76 billion, an increa

Big-Tech’s PerformanceIf the tide goes out, who's the first to be caught swimming naked? I'm afraid that's a topic tech companies are starting to worry about this week.While NVDA's earnings continue to indicate strong demand, the hardware cycle tends to lag behind software, and this week's earnings reports from several software companies gave sensitive investors in the market a hint of danger. Combined with poor Treasury auctions, U.S. bond yields remain high, and hawkish responses from top Fed officials have put pressure on stock market liquidity as well.By the close of trading on May 20, the best performer over the past week was $NVIDIA Corp(NVDA)$ +16.38%, followed by $Apple(AAPL)$ +0.2%, while all oth

$Dell Technologies Inc.(DELL)$  After hours dump -18% due to weak margin forecast despite upbeat earnings. Dip buy opportunity incoming? Wait for gap fill and retest of support at $133 before entering. 

$Dell Technologies Inc.(DELL)$ fell about 18% in extended trading after its first revenue increase since 2022 wasn’t enough to impress investors with high expectations for the company’s AI server business.Dell’s primary PC competitor, $HP Inc(HPQ)$ ., reported signs of a recovering computer market Wednesday, sending its shares up 17% on Thursday.DELL earnings were really good but its was completely priced in it looks like.Earnings Summary:Adjusted Profit: Dell expects adjusted profit to be about $7.65 a share, slightly below the $7.70 average estimate.Revenue Outlook: The company raised its revenue outlook for the fiscal year ending in February 2025 ( a range of $93.5 billion to $97.5 billion), ,projecting

$Salesforce.com(CRM)$  Wedbush: Buy Salesforce Stock Post-Earnings Dip They view the setback as minor within a broader growth trajectory. $CRM's April results and July guidance were below expectations, but the company maintained its FY25 guidance, showing confidence in meeting year-end goals despite longer sales cycles. Wedbush sees Salesforce on track for higher growth, improved margins, and increased free cash flow. They maintain an Outperform rating, with a price target reduced from $325 to $315, remaining optimistic, especially as the AI narrative develops. "We would be buyers on weakness this morning as seeing the forest through the trees this is a turnaround in motion for a premier tech stalwart with a massive installed base led by on

$Salesforce.com(CRM)$  Salesforce is forecasting its "first-ever single-digit" sales growth for Q2. People thought AI was going to boost profits for $CRM, but that doesn't seem to be the case yet. A lot of the focus by CIOs on AI seems to be coming at the expense of expansions at Salesforce. CEO Benioff said, “We’re incredibly well positioned to help companies realize the promise of AI over the next decade.” However, Street consensus doesn’t expect generative AI features within Salesforce applications to boost revenue until 2025 or 2026.

Gotta watch this  be a big earnings

I wish I can get this

$Dell Technologies Inc.(DELL)$  Dell-ightful Earnings Ahead? A Trader’s Guide to Golden Gains! Hey Tiger & Tigress Traders ~ I shant digress....... Let’s dive into Dell ($DELL), a tech titan that’s been making waves and is currently catching our keen eyes. With earnings around the corner, Dell is showing some interesting price action that’s worth dissecting. Here’s the lowdown. Current Snapshot: Dell’s price sits at $1152.3, but there’s a buzz suggesting it’s not going to stay there for long. Immediate Moves: We’ve seen it edge up to $1159 recently, which hints at a potential breakout. Now, if Dell’s earnings come in strong, this could be our launchpad. Short-Term Potential: An immediate target we’re eyeing is $1165. This is a critical le

Soon it will be the AI revolution!

$Dell Technologies Inc.(DELL)$  Anyone buying $DELL here is insane. Even if it goes up another 5%. Who cares. Not suggesting a crash by any means. But if you like the name, wait for a pullback if anything. Gone super parabolic. Nvidia is one thing, but Dell? No thanks. Chase on without me.