To The Moon

Dell is going sky rocket

Dell is going sky rocket

$Dell Technologies Inc.(DELL)$ reports its Q1 Fiscal Year 2027 earnings on Thursday, May 28, 2026, after the closing bell. The stock has been on a massive tear—surging over 16% on May 22 to touch all-time highs near $294, bringing its year-to-date gain to nearly 140%. The shift into the AI infrastructure narrative has fundamentally re-rated Dell from a sleepy PC/legacy hardware maker into a core AI play. However, as the stock approaches the $300 psychological milestone, the upcoming earnings report brings distinct risks and opportunities. Will AI Servers Help Earnings? The Margin Catch-22 The short answer is yes for the top line, but it's complicated for the bottom line. Dell entered the fiscal year with a massive $43 billion AI server backlog (af

AI is no longer just a trend — it’s becoming the foundation of the next industrial era. What stands out to me is how hyperscalers like Amazon, Alphabet, Microsoft and Meta are doubling down on infrastructure spending instead of slowing down. That level of capex tells me the race for AI dominance is only accelerating. At the same time, this creates a huge demand for stable and scalable energy, which is why the nuclear narrative is gaining momentum again. Between CCJ and SMR, I personally lean more towards Cameco over NuScale Power for now. SMRs have exciting long-term potential, but commercialization, regulatory hurdles, and execution risks are still major question marks. Sometimes the best investment isn’t the most exciting story — it’s the one with stronger fundamentals and clearer real-w

$Dell Technologies Inc.(DELL)$ reports its Q1 Fiscal Year 2027 earnings on Thursday, May 28, 2026, after the closing bell. The stock has been on a massive tear—surging over 16% on May 22 to touch all-time highs near $294, bringing its year-to-date gain to nearly 140%. The shift into the AI infrastructure narrative has fundamentally re-rated Dell from a sleepy PC/legacy hardware maker into a core AI play. However, as the stock approaches the $300 psychological milestone, the upcoming earnings report brings distinct risks and opportunities. Will AI Servers Help Earnings? The Margin Catch-22 The short answer is yes for the top line, but it's complicated for the bottom line. Dell entered the fiscal year with a massive $43 billion AI server backlog (af

AI is no longer just a trend — it’s becoming the foundation of the next industrial era. What stands out to me is how hyperscalers like Amazon, Alphabet, Microsoft and Meta are doubling down on infrastructure spending instead of slowing down. That level of capex tells me the race for AI dominance is only accelerating. At the same time, this creates a huge demand for stable and scalable energy, which is why the nuclear narrative is gaining momentum again. Between CCJ and SMR, I personally lean more towards Cameco over NuScale Power for now. SMRs have exciting long-term potential, but commercialization, regulatory hurdles, and execution risks are still major question marks. Sometimes the best investment isn’t the most exciting story — it’s the one with stronger fundamentals and clearer real-w

Dell is going sky rocket

Dell is going sky rocket