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2024 will suffer further decline in broadband; early signals point to a return to growth in 2025 & current pockets of growth will mitigate
2024 will suffer further decline in broadband; early signals point to a return to growth in 2025 & current pockets of growth will mitigate
What's the verdict on DELL's earnings tonight guys?
What's the verdict on DELL's earnings tonight guys?
CRWD Earnings Alert: Everything you need to know 🚀🔥
TMT Breakout - Weekly recap: $DELL new AI play, $SHOP/$AMZN tango, Media plummets on $DIS/$CHTR, PC recovery takes hold, $TSLA narrative builds
TMT Breakout - Weekly recap: $DELL new AI play, $SHOP/$AMZN tango, Media plummets on $DIS/$CHTR, PC recovery takes hold, $TSLA narrative bui
TMT Breakout - Weekly recap: $DELL new AI play, $SHOP/$AMZN tango, Media plummets on $DIS/$CHTR, PC recovery takes hold, $TSLA narrative bui
Anyone else feel ripped off by $DELL earnings?
Some Earnings Today After Market Close $DELL $AVGO $MDB $LULU
Some Earnings Today After Market Close $DELL $AVGO $MDB $LULU
$DELL will benefit immensely from the surge in AI adoption via their data center business
2023-05-03 Wrinkle Brain Plays - In the style of Olde English
Insider Trading Weekly Update #036: 6 Insiders at Intuitive Surgical Sell Combined ~$35M, Regional Banks Catch a Bid - Insider Trading Recap
This short video reveals $DELL has partnered with 3 to 4 cent $AFFU OneMind – This partnership is aimed at every city and could create billions in sales and send $AFFU shares higher
Smart $DELL and /$ORAN shareholders loading up all the cheap 4 cent $AFFU shares they can get
$DELL and $ORAN are selling 4 cent/share $AFFU OneMind’s “AI” Command & Control systems to Smart Cities and large conventional cities – Big ticket $AFFU “AI” software is in $DELL and $ORAN crosshairs
4 cent/share $AFFU OneMind and giant partners $DELL and $ORAN announce AI and Machine Learning is featured in their blockbuster Smart City Command & Control software – big ticket software in big demand and record sales on the way
I expect significant $AFFU OneMind news to hit very soon – It’s been over 2 months since Orange Business Systems awarded AFFU OneMind “Best Regional Partner”
$DELL Joins Hands with $AFFU OneMind to Pursue Trillion Dollar Smart City Market
Big companies $DELL and $ORAN need big sales and they just partnered with 2 cent $AFFU OneMind
$AFFU smart city “Command & Control” software picked up by $DELL and $ORAN – Sales and projections are robust
2 cent $AFFU picked by $DELL – could be really big 2023 performer
$DELL SEES MAJOR GROWTH WITH NEW PARTNER 2 CENT $AFFU
Giants $DELL and $ORAN partner with 2 cent $AFFU to sell their blockbuster smart city software
2 cent smart city innovator $AFFU partners with $DELL for blockbuster sales
2 penny $AFFU partnered with $DELL and $ORAN - Expect gigantic sales growth - big 2023 performer
Why 2 Cent $AFFU Could Soon Break It’s 60 Cent High
Turn 2 cents into 50 cents with DELL Smart City Partner $AFFU
This 2 Cent Stock Just Partnered with Dell and Could Soon Break It’s 60 Cent High
$DELL partners with 4 cent $AFFU to sell their “Master Brain” to control most cities.
2 cent $AFFU expecting hyper growth with "Smart Brain" that controls cities
The AI Eye Podcast - GBT's CTO Discusses How Apollo Computer Vision Technology Augments Autonomous Driving and Has Potential in Many Domains
$AFFU OneMind 'Master Brain' featured at world's largest smart city expo by $DELL and $NVDA
AFFU "Master Brain" Sold to Smart Cities by Giant DELL
Hig Tech Success - Jump on the Affluence Train
DELL Showcased $AFFU Smart City Master Brain at the Largest Trade Fair in the World – It Was a Big Hit - Expect Very Big Sales
DELL Is Showcasing $AFFU Smart City Master Brain at the Largest Trade Fair In the World – Expect Big Sales
Thousands of Cities Are Going Smart and 3 Cent $AFFU OneMind “Master Brain” Is Winning Big
DELL Partners with INTC and AFFU to Sell the Master Brain for Smart Cities - Every City Will Follow
Now We Know Why AFFU Shares Keep Climbing
It’s Official: DELL Is Showcasing $AFFU Smart City Master Brain at the Largest Trade Fair In the World – Expect Very Big Sales
Word Getting Out About $DELL $INTC and $AFFU OneMind's Master Brain for Smart Cities - Price starting up now.
DELL SHOWCASING AFFLUENCE CORP’S ONEMIND “SMART CITY MASTER BRAIN” AT WORLD LEADING INTERSEC TRADE FAIR IN SAUDI ARABIA – COULD TRIGGER MASSIVE SALES
DELL Partnered with Intel and Now with 3 Cent $AFFU OneMind to Become Major Player in Enormous Smart City Growth
GIANT DELL BETTING 3 CENT $AFFU WILL BE ENORMOUS WINNER
GIANT DELL SIGNS PARTNERSHIP WITH 3 CENT AFFU 100% OWNED ONEMIND AS PARTNER FOR SMART CITY SOLUTIONS
Dell Technologies Announces Second Quarter Fiscal 2023 Financial Results. Consumer revenue down 9% year-over-year
My $70 strategy for tomorrows earnings DELL GPS HPQ
Undiscovered 3 Cent AFFU Getting Giant Orders - Revenues Starting To Go BIG
I Calculated a Fair Value for DELL given different return rates
💰Good morning! #premarket #watchlist 05/27 $DIDI -Report Chinese Auto Giant Is Considering Buying Stake , $DELL -Earnings Crush Estimates, $MRTX -tumors in 44% of advanced lung cancer patients, $SWTX -Nirogacestat Clinical Data at the 2022 ASCO Annual Meeting !
i’m holding $DELL puts into tomorrow
DELL is a likely undervalued stock.
HP’s stock rockets after Berkshire Hathaway reveals 11% stake
$DELL - A Sleeping Giant Primed for Inflation Proof Gains
Early Presale🔥🔥🔥 Working with DELL Join Telegram to get more Infos!!!
METX To Establish JV Focused On Cryptocurrency Mining
$DELL Dell's quaterly profit more than quadruples!
AMD & Nvidia chip production at risk. Nine US governors press U.S. lawmakers to pass 52 Billion semiconductor funding bill. Taiwan unreliable potentially trillions at risk.
Nine US governors press U.S. lawmakers to pass 52 Billion semiconductor funding bill. Taiwan unreliable potentially trillions at risk.
Nine US governors press U.S. lawmakers to pass 52 Billion semiconductor funding bill. Taiwan unreliable potentially trillions at risk.
DELL wt u doing? Down -50% in a day without news?
DELL wt u doin? Down -50% in a day. There is any news about it?
Low P/E ratio tech stocks but still not worth investing. thoughts?
Prime Movers / Non Movers Stocks Around Earnings
Fingerprint Cards- Swedens most shorted Stock
Chalice Brands Ltd. (CSE: CHAL) (OTCQB: CHALF) Earns BUY Rating, Coverage from Fundamental Research Corp
Chalice Brands Ltd. (CSE: CHAL) (OTCQB: CHALF) Earns BUY Rating, Coverage from Fundamental Research Corp
Chalice Brands Ltd. (CSE: CHAL) (OTCQB: CHALF) Earns BUY Rating, Coverage from Fundamental Research Corp
Mentions
Look closely at DELL, LOGI, GEF, PAYX, MMS, SHEL. My model suggested them on Monday morning and I added DELL, LOGI, SHEL and GEF. So far so good ;) If you need details on each stock check my [strategy](https://builder.limex.com/demo-portfolio/103963)
The margins in the racks space is really bad because competition is high and differentiating factors are missing. I’ve bought DELL but I’m thinking of selling soon.
Forgetting about the racks/physical side DELL HPE SMCI
I'm starting to think DELL will 🚀off at some point.
Where is all the capital expenditure going to? NVDA, ORCL, DELL, HPE, FERMI, MU . Buy all of them.
$DELL gonna buy more DRAM from gyna.
Look at DELL, CRM, ORCL all stellar names down 40-50% from their highs 😭😭😭
Bought 5x DELL Mar 20 2026 105 Put @ $3.53
F margins dude! They claim they’re compressing margins on purpose to regain all market share. Lots of successful companies in past do that. https://youtube.com/shorts/x1DT1iazrBI?si=oSGxizjUlBpQ43b1 Don’t give into BS propaganda here’s old BEZO “Companies have done this for years” “We’re famously unprofitable” Amazon competitors Walmart, Target, and eBay in general retail; Alibaba, JD.com, and Flipkart internationally; and Microsoft, Oracle, and Google (Alphabet) in cloud services (AWS) and digital subscriptions (Prime Video, Music) SMCI competitors SMCI's primary competitors in the high-performance AI server and storage market are Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) F the noise BS Make that 💵
u/kaapooj i sold some and then reloaded some time after Current positions: * 50x **DELL 70.00P** MAR 20, 2026 * 3x **DELL 90.00P** MAR 20, 2026 * 5x **DELL 105.00P** MAR 20, 2026
i dont play SPY, its been sitting at the same peak for 3 months. all my shit in DELL, INTC, SLV, SILJ, RCAT and DGXX
I'll look at it if I come in I'll let you know, the game also works on DELL
Read as: buy DELL and goon
Why is DELL getting hit so hard? They are growing and have single digit fwd PE.
Pssst. Listen. QCOM and DELL. I spare you random graphs.
DGXX, DELL(puts), SLV, RCAT
How could DELL drop 7.5% today after funding our children's futures?
Markwayne Mullin just filed up to $755k of trades. Buys: $0 Sells: $755K It appears he liquidated the majority of his positions including $PRMB, $LRN, $DELL, $CRDO, $IRM and more.
If Jensen is starting to sell 45-degrees cooled racks of Rubin that he showed at CES directly to customers, why do you need integrators, is that the final nail in DELL and SMCI's coffins?
What about DELL? Valuation looks more attractive there
This was one of the dumbest moves I've seen since the entire market was red and DELL kept SPY from dropping lmao
DELL is looking good right now
NVDA's 45 degrees liquid-cooled Rubin racks are a game changer for data center cooling systems companies like JCI and MOD according to Bloomberg. This also spells doom of any hope of a comeback for SMCI. HPE and DELL too.
Good work man. Uber and AMZN are both solid. Check out DELL also.
I think I'd consider DELL more of a HOLD, and look moreso at Seagate as a play for downside in the memory game. I think you make some good points for a near-term miss in earnings, and maybe the stock will pull back - maybe not. For long-term, I think my main rebuttals are: 1) Who will pay 20%+ for Dell? Well, maybe everyone because enterprise has limited options and the pain you mention is industry-wide even for Dell's competition. 2) One bad quarter doesn't translate to long-term value destruction. This is almost a play against irrational reactions to a quarterly miss. 3) Capacity is being built for memory, and this is all projected to land in 2027. I only mention this to further argue that this bear case is all grounded in reactions to earnings taking place over the next couple of months. 4) I think you somewhat dismiss the growth case for ISG. Dell's ISG grew 24% YoY in Q3, and AI server orders were $12.3B. The business mix is shifting toward ISG, which doesn't face the same supply chain dynamics (because it's HBM). Dell's strategy is for, CSG to become a smaller share of the pie. ISG grows, this may temper reactions to negative overall news in the stock. You may well be right on the reaction from the market, but let's see. Good luck!
u/kaapooj Just added 3x DELL Mar 20 2026 125 Put @ $10.30 and 10x DELL May 15 2026 110 Put @ $6.65
To play devils advocate, most of DELL sales are by big companies. They wont care what the price is because most of them have hoarded cash. DELL is already in alot of their hardware and IT folks like when stuff is the same. TLDR - Companies can absorb costs alot easier than peasants
Why not sell puts? If DELL bombs you buy at a discount. If not, you keep premiums
You could have made this exact post about DELL and the gpu shortage and you would have been wrong.
And that 200% ytd is deserved with EPS up from about $1.30 in 2024 to $8.29 in 2025. What I'm saying is that MU's eps is about to more than triple again, and so the shares are about to reflect that change because the market underestimated their profits. Therefore, the market will reprice MU's shares once again. Same thing happened with NVDA and AVGO when their shares were just underpriced. Just check those RAM prices in another 6 months, you'd be selling any RAMs you bought today back at higher prices. Back to MU, the estimates for their 2026 eps is now at $30 (after Q1 report and Q2 guidance), that's +261% higher than their FY2025 eps of $8.29. and 2200% higher than FY 2024 of $1.30. I've seen FY 2027 eps around $39. I remember seeing MU's FY2026 eps estimates around $20-$22 back in November, and here we are at $30. That's about 40% higher than and will likely push shares around 20-40% higher over the next 3-6 months. Which is why I mentioned the pairs trading going long MU with the short DELL.
#TLDR --- Ticker: DELL Direction: Down Prognosis: Buy Mar/Apr 2026 Puts ($90/$75 strike) Catalyst: Getting squeezed by skyrocketing RAM prices without long-term contracts Source Credibility: "Trust me bro, I hit a 3-bagger on SOXL once"
So, pair that trade. If dram prices go up, then why not go long MU while shorting DELL?
Didn't read but you said DELL puts so I'm in. Fuck you Alienware
#TLDR --- **Ticker:** DELL **Direction:** Down **Prognosis:** Buy Mar/Apr 2026 Puts ($90/$75 strike) **Catalyst:** Global RAM shortage + Dell's lack of long-term supply contracts = Margin crushed **Pants Status:** Caught down
For today: Bought 3x SPY Dec 22 2025 680 Put @ $4.10 and 20x DELL Mar 20 2026 90 Put @ $1.50
Yeah. Market is just dumb at this point. Literally everything related to AI is just dump now think later. Everyone keeps talking about AI is a bubble when companies like Micron and DELL keep forecasting higher due to demand and the earnings justified that. Still they cannot accept it and just keep saying AI is a bubble because they want to make money by shorting. I believe a lot of shorts will sell their puts today after Micron earnings since it might turn the tide against them and they are afraid of getting burn.
# How i feel about my DELL put leaps https://preview.redd.it/4aj93dh7vm7g1.png?width=1000&format=png&auto=webp&s=c40b479e865aeeb839bfc2870ea3f78b8ff4aa30
oh shit forgot to add that in, DELL
SLV calls DELL puts QQQ puts TQQQ puts TMC calls HYMC calls NFLX calls VIX calls
$CVNA will replace $SMCI $DELL to use cars as the new datacentre instead of liquid systems. This is how it works: First, chips will be added in stacks using gear rods and then turn on AC to cool the system. Also, you can power on the chips using car batteries. This is a new prototype which will be released soon by carrvana. Everyone stack up before inevitable pump 🤑
Just bought 70x DELL Apr 17 2026 75Put @ $0.55
planning on throwing 20k down on DELL puts in the morning, hope i get good prices
im thinking about loading up DELL puts for March date because of this. Lenovo apparently started hoarding it to add a protective buffer to their production... but dell is still exposed with their short term contracts for RAM. they recently been marked down for shit expectations for Feb earnings, but i think theres FAR more damage to be revealed by then if this shortage grows at its current rate. What do you think?
40 years in the stock market is a LONG time. Multiple generations. I can't even imagine how things were in 1985, and they were vastly different than now. What I can tell you is that I remember very well when AAPL reached 1 trillion in 2018. It kind of leaped up the last 5% just to touch 1 trillion, and I was onboard and happy for some gains. I also non-seriously thought to myself--- "well that was a nice run, time to look around for some other stocks, because it certainly isn't reasonable to reach 2 trillion, double its value." I basically thought there was a ceiling, and it had reached it, and time to find some other smaller companies who hadn't. Well today its at 4.12 trillion. It achieved that rather quickly, and is still financially healthy. Sure, "it can't keep growing on iphones anymore". Well, they've also been saying that for 10 years, they somehow have been okay overall. When I was young, not yet investing, I rememeber when dow hit 10k. My coworker then talked about it, and sort of said he wasn't likely to live to see it hit 20k, and that it probably wouldn't. He wasn't old. Well, it's also now at 50k. The economy isn't stopping. Whether AAPL, or any of the mag 7 are leading the charge to 40trillion, or even 10/15T is another story. For a sobering wakeup just think about CISCO, DELL, or any of the old guard of leaders. Best just to be on the winning team.
Had to buy puts on DELL once I saw what the wife looked like sheesh
Interesting. 70% of them are my picks too. The others I just haven't really considered like DELL.
For SMCI my theory is HPEs report dumped them. DELL down too.
I should’ve just bought DELL calls. Atleast it’s fucking moving
I like DELL's valuation. They have the backlog needed through 2026 for their servers. We're supposedly in a PC refresh cycle (thinking about high volume purchases from schools and businesses more so than individual consumers at Christmas). And they get about 21% of revenue from services, not products. So they have a good business mix.
DELL and HPE aren't bad stocks, but IMO they're lower margin commodity players so I don't hold them for this purpose. They assemble servers but they aren't real picks and shovels or full providers to address the bottlenecks, so personally don't fit my strategy. IMO the better plays there are VRT, and though volatile and risky: CRWV, APLD, IREN, NBIS. I also hold ETN and VST in that space, and keep a small DLR position for now. I'm just not convinced that server assembly is the winning move. They're kind of stuck between hyperscalers who are eventually going to be building all of their own datacenters and the neoclouds who are filling that gap for now.
A computer is not just chips, so I've bought some DELL stock. They are already signing hge deals providing infrastructure to all the major players.
DELL will reclaim ATH by EOY (dependent on Fed rate cuts).
To be honest, DELL is up 2% but down about 25% the past month. And I'm a bull.
DELL please go Anal on shorty
What did you expect DELL to do? Lol
If you played DELL earnings, you played yourself
DELL * Q3 Non-GAAP EPS of $2.59 beats by $0.11. * Revenue of $27B (+10.8% Y/Y) misses by $300M. * Guidance Summary * Full-year FY26 revenue expected between $111.2 billion and $112.2 billion, up 17% year over year at the midpoint of $111.7 billion vs consensus of $108.04B. * Full-year AI server shipments expected to be roughly $25 billion, up over 150% * Full-year FY26 GAAP diluted EPS expected to be $8.38 at the midpoint, up 31% year over year, and non-GAAP diluted EPS to be $9.92 at the midpoint vs consensus of $9.53, up 22%. * Fourth-quarter FY26 revenue expected between $31.0 billion and $32.0 billion, up 32% year over year at the midpoint of $31.5 billion vs consensus of $27.67B * Fourth-quarter FY26 GAAP diluted EPS expected to be $3.05 at the midpoint, up 42% year over year, and non-GAAP diluted EPS to be $3.50 at the midpoint vs consensus of $3.21, up 31%.
I'm reading their release now. I don't know where they missed. Maybe margins crush or guidance miss? I don't own any DELL, but kind of want to. Considering the coming PC cycle and American AI infrastructure push.
lol DELL crushes eps and raised guidance and still dropped wtf!?
Dude, you're getting a DELL-sized fake pump.
Well, i didn't play hard, so yes. What I made on DELL, I lose on URBN. Its all fine... for a Tuesday.
Priming my anoos to be disappointed by DELL yet again…..
Anyone playing $DELL er ?
What do we think of DELL earnings after hours, gents? Full send balls deep?!!
>Partnerships with private-sector companies, including [Nvidia Corp.](https://www.bloomberg.com/quote/NVDA:US), [Dell Technologies Inc.](https://www.bloomberg.com/quote/DELL:US), [HPE](https://www.bloomberg.com/quote/HPE:US) and [Advanced Micro Devices Inc.](https://www.bloomberg.com/quote/AMD:US), will boost supercomputing resources at the labs, according to a senior administration official, who spoke on condition of anonymity to provide details on the order. The official cited recent announcements from those companies as a model for potential new ones. Yet NVDA drops >Kratsios on Monday called it the “largest marshaling of federal scientific resources since the Apollo program” — the US mission to send humans to the moon and bring them back to Earth safely. All this and NVDA down? WTF? [https://www.bloomberg.com/news/articles/2025-11-24/trump-signs-genesis-mission-order-to-boost-innovation-with-ai?srnd=homepage-middle-east](https://www.bloomberg.com/news/articles/2025-11-24/trump-signs-genesis-mission-order-to-boost-innovation-with-ai?srnd=homepage-middle-east)
Bois and girls DELL is 🌙 tomorrow
Anyone playing DELL earnings !?
Rolling them into DELL calls if they print 🫡🫡
DELL could be interesting to see how the memory cost increases have impacted their bottom line.
Tried to catch a falling knife on DELL. Now the knife is stuck in my anoos.
BBY DELL Call, It's gonna print, right?
GS, DELL DELL has a put to call ratio of 4 and a PE of 17. Last earnings they said nothing about a slow down.
The roll vs cut decision is tough when you're already underwater. I compare the additional premium from rolling against the probability that the position recovers within my timeframe. If the underlying has fundamentally changed or you're chasing diminishing premiums just to avoid assignment, that's usually a sign to cut. What was your original thesis on DELL before the drop?
HIVE digital.....partnership with DELL for AI infrastructure....Positive free cash flow company...FREE MONEY
Dont forget the HIVE and DELL partnership...BUY HIVE
Earnings next week. If you decide to hold, forget the "138" number. Your hypothesis was wrong and you lost the trade. Your lot of DELL is worth whatever the liquidation value is. But you can still use it, as the bottom leg of a call butterfly, or just a covered call,
DELL is down 9% damnnnnnn
HIVEs up 8% even as corn drops because it PARTNERING WITH DELL...BUY AND STOP SELLING
Dude you could have bought a DELL!
DELL is nose diving… yikes
MS downgrading DELL has to be the dumbest, most shortsighted shit ever. Oh no, memory chip prices are up.. ok but Dell's order backlog is like $11.7bn, growing like crazy. I just love naked speculation.
So buy HIVE or DELL? I bought HIVE.
REPEATING...HIVE + DELL partnership for AI
HIVE partnered with DELL....this should be up 30% GET IN
HPE/ DELL are drilling and you still think AI compute is expanding???
what happened to DELL? Remember at being around 160, now under 130
wtf is DELL and NBIS doing, come on man, what a week🙄
$DELL is a good price right now, upgraded their earnings outlook and guidance and have earnings next week.. let’s go 🚀
I've picked many winners in the past when it comes to individual holdings but failed to hold them. I decided to have a stock trading account that I'll "forget" about and wanted to hear opinions on my possible long term holds. This represents 5% of my portfolio and I have a VOO/VXUS portfolio and emergency funds already. Stock Trading Account Holdings (5%): Large cap: META, MSFT, AMZN, GOOG, BRK-B, Hardware/Software Application: DELL, ANET, CRM, NOW, RDDT, Semiconductors: ASML. Are these okay holds?