• koolgalkoolgal
        ·05-30 07:37
        🌟🌟🌟At USD 440 $Dell Technologies Inc.(DELL)$ may look expensive but when you look closely it is fundamentally backed by strong earnings and order AI server backlog of a record USD 51.3 billion.  This means that Dell is physically incapable of building servers fast enough to satisfy enterprise demands, ensuring absolute pricing power through to 2027. Dell also won a huge USD 9.7 billion Pentagon defense contract that completely solidifies Dell's USD 440 valuation as a fundamental launchpad rather than a temporary short term peak. @Tiger_comments @TigerStars @Tiger_SG
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      • ShyonShyon
        ·05-29

        Dell’s Monster Earnings Reveal the Next Big Winner of the AI Boom

        $Dell Technologies Inc.(DELL)$  just delivered one of the most explosive earnings reports of this AI cycle, and the stock is now officially on my watchlist. The company crushed expectations across the board, with quarterly revenue surging 88% year-over-year to $43.8 billion and EPS reaching $4.86, far above Wall Street estimates. The market reaction was immediate — Dell shares skyrocketed nearly 40% after hours and have almost doubled within a week. What impressed me most is that this was not just a short-term beat, but a signal that Dell is becoming one of the biggest infrastructure beneficiaries of the global AI boom. The core driver behind this massive rally is clearly AI servers. Dell reported $24.4 billion
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        Dell’s Monster Earnings Reveal the Next Big Winner of the AI Boom
      • ShyonShyon
        ·05-29

        Dell’s Monster Earnings Reveal the Next Big Winner of the AI Boom

        $Dell Technologies Inc.(DELL)$  just delivered one of the most explosive earnings reports of this AI cycle, and the stock is now officially on my watchlist. The company crushed expectations across the board, with quarterly revenue surging 88% year-over-year to $43.8 billion and EPS reaching $4.86, far above Wall Street estimates. The market reaction was immediate — Dell shares skyrocketed nearly 40% after hours and have almost doubled within a week. What impressed me most is that this was not just a short-term beat, but a signal that Dell is becoming one of the biggest infrastructure beneficiaries of the global AI boom. The core driver behind this massive rally is clearly AI servers. Dell reported $24.4 billion
        1.22K4
        Report
        Dell’s Monster Earnings Reveal the Next Big Winner of the AI Boom
      • koolgalkoolgal
        ·05-30 07:37
        🌟🌟🌟At USD 440 $Dell Technologies Inc.(DELL)$ may look expensive but when you look closely it is fundamentally backed by strong earnings and order AI server backlog of a record USD 51.3 billion.  This means that Dell is physically incapable of building servers fast enough to satisfy enterprise demands, ensuring absolute pricing power through to 2027. Dell also won a huge USD 9.7 billion Pentagon defense contract that completely solidifies Dell's USD 440 valuation as a fundamental launchpad rather than a temporary short term peak. @Tiger_comments @TigerStars @Tiger_SG
        19.28K17
        Report