Reddit Posts
Whens the dump on DELL and INTC?
I told y'all DELL and I are cut from the same cloth. Yet somehow people still talking trash
DELL up 250% since the first Trump endorsement and I genuinely don't know how to feel about it
DELL staying tough today not letting the market shake it kind of like yours truly
$DELL stock is now up by almost 5% so far today
Yes, You CAN "Time The Market." And I'm Going to Prove It, Again.
Yes, You CAN "Time The Market." And I'm Going to Prove It, Again.
Took Profits Across AMD, DELL, MU, SPCX Today. Cash Is Comfy Again
$DELL got a 1.4 billion dollar deal from microsoft
I no longer have the money to pay for surgery to get my tear ducts removed so I don't cry in the casino
HPE, DELL, BB, NOK, CSCO… got a hot scoop on the next one
AI infrastructure is turning the whole market into one giant NVDA side quest
DELL is up 330% from its 52-week low and I still can't decide if it's a buy or a trap
The wheel is a decent strategy until it isn’t. Missed out on ~18k DELL gains.
Semis have run hot, DELL and HPE just did as well. Next up is software. My bet is software is next. My money is on ORCL.
I think it would be funny if the SpaceX IPO pumped SPCE harder than SpaceX
Top 5 Biggest Gainers from end of day 5/29 - Gonna keep going?
$IBM is the latest stock trump has referred.
Donald Trump Is Calling Stocks Again — Could $IBM Be Next?
$2648 -> $22,100 on very regarded 450c 6/5 $DELL yolos overnight
DELL Day Trading Gainz, not bad for less than 4 hours
CEG, GEV, VST: Retail FOMOing late into an exhausted investment cycle
DELL +39% after hours — 24.4BAIorders,24.4BAIorders,51.3B backlog. Is this the real AI infrastructure play?
AI storage is waking up, and NTAP just gave the market a receipt
DELL ADVISE! I just sold my 72 shares of Dell, mistake or not?
Waiting for open with 1 $DELL 420 5/29 call
Dell shocking profits earning quarter - AI demand is not slowing down
Top stocks hitting 52-Week Highs/Lows - May 28, 2026 📈 📉
$DELL and $COST Earnings Today ATC - IV Rich for One, Cheap For the Other!
The stock market is closed today, but this week is going to be wild
$HPQ - COMPUTER / HARDWARE STOCKS ARE NEXT
Puts on $DELL and $SPY probably better off buying a lottery ticket
Went Short on $SPY and $DELL and so you guys can make money since the opposite of everything I bet on happens
How is DELL moving perfectly sideways? Can somebody explain this? Is this
DELL Has Been Insane. Closed My Position Yesterday for a $40K Gain
Been building into DELL this past week, nice clean move
DD: SMCI's Co-Founder Got Arrested and I'm Just Sitting Here Holding PENG
The Trade Desk (TTD) CEO's $148M purchase is the 8th largest ever
Dell Technologies (DELL) Tops Q4 EPS by 37c, Guidance Tops Views
S-4 Form for Infleqtion (CCCX) is effective as of Jan 23
S-4 merger Form for Infleqtion (CCCX) is effective as of Jan 23
S-4 merger Form for Infleqtion (CCCX) is effective as of Jan 23
(DELL) Dell Technologies Q3 2026 Earnings Call | Live Transcript at 4:30pm ET
SMCI got tanked for max pain options. Don't buy them. SMCI doesn't use rare earths from China. They use them from Malaysia where their factory is. Also with TMSC, the specific rare earth elements China recently restricted RE's are different from those Taiwan mainly uses in chip manufacturing. BOOM!
💀 DELL DIRECTOR JUST CASHED OUT $6.8 MILLION
Is Dell ($DELL) the most underrated AI play of 2025?
$APLD AI Datacenters huge run from $3 --> $24 since April
$APLD DD AI Datacenters huge run from $3 --> $20 since April
$APLD DD AI Datacenters huge run from $3 --> $20 since April
Dell (DELL) Tanks After Earnings: Is AI Growth Worth the Margin Hit?
Pre-Market Gainers and Losers for Today (August 29, 2025) 📈 📉
Mentions
YES YES YES ENTERED A DELL 375 put yesterday CMONNNN
The red candles on DELL, gap down after gap down.
Guys, do you have any tickers in mind that go up with a regard strength after every pullback? For "buy the dip" and "sell the rip" strategy. SNDK was quite good, but it lost most of the momentum because of SKHY. SKHY is too unpredictable now, I'm not touching it for a while. AMD seems to be the strongest one out of all semis and AI tech. With DELL and HPE maybe? ALAB, MRVL, BE, GLW had been very quiet recently.
I should of invested in DELL not this POS IBM
IBM earnings call “should have bought a DELL” 😂😂
"Great time to buy DELL" -🍊 "Two GREAT people (Michael & Susan). I love DELL!" -🍊 "Go out and buy a Dell computer" -🍊 "Everything is computer" -**🍊**
Instructions unclear, full ported DELL
The majority of DELL's income comes from selling servers and services, not laptops.
Mango man tells you to buy a DELL. You buy DELL.
When $DELL demand spike, means all Dell PC runs using Windows OS from $MSFT, means big revenue for $MSFT on coming earnings spike Either PC, Cloud, datacenter hardware of all Dell runs using Operating system (OS) from $MSFT $MSFT print big earnings in few week
When $DELL demand spike, means all Dell PC runs using Windows OS from $MSFT, means big revenue for $MSFT on coming earnings spike
“Go out and buy a DELL” and the new CEO of INTC might have something to do with it.
HPE, DELL, SMCI and chill
Maybe. I really hate this candle today. It finally broke out of its range. It has the earnings catalyst. Had the volume again this morning in the first couple of minutes after a strong day with strong close yesterday. Then finishes with a daily candle like that on the breakout. Dropping with everything else. Nothing, but red 15 minute candles in the afternoon. Buyers never came in to support gains so now we are back near the the top of the breakout resistance. It moved up so cleanly in April/May. Reminds me of so many stocks that popped on big earnings beats that dropped hard a day or two later last month and couldn't get going again (MU/MRVL/DELL).
Holy DELL is not stopping
I didn’t sell this year but am beating the market as of now (large DELL position since 2025). In 2021 I sold PayPal at a 30% loss. It didn’t feel good at the time. If I still held that position I’d be down 80% today. Nothing wrong with acknowledging you were wrong and getting out.
I think it's because you didn't understand stocks much at all. Getting 30% movement on a stock that short term (like DELL) is such an insanely long shot of happening that it's not worth to try and replicate. I feel if you understood how lucky you got with your first 3 or even just the DELL play, you would've locked most of the profit in. But hey everybody's gotta pay a price for learning, hope you won't do it again and as a result make good profit, cheers.
Yes DELL looks really good. High sentiment with good price trend. [https://www.sentimentick.com/app/ticker/DELL](https://www.sentimentick.com/app/ticker/DELL) https://preview.redd.it/vu60s5aqo2ch1.jpeg?width=1440&format=pjpg&auto=webp&s=639c0cf4eb53d6500894c35f4a2d12a27610a2a5
DELL looks really good. High sentiment with positive attention and price trend. [https://www.sentimentick.com/app/ticker/DELL](https://www.sentimentick.com/app/ticker/DELL) https://preview.redd.it/138whenko2ch1.jpeg?width=1440&format=pjpg&auto=webp&s=b197a47baab31539e09cf341a06793a3542b4015
DELL saving my bacon today
I want to grab DELL so bad before I go to lunch
AI stocks are big green. CRWV NBIS NVDA AVGO DELL HPE SNDK
AI stocks are all big green lol they don’t care about war at all. NBIS NVDA AVGO DELL SNDK
DELL is on a huge discount right now
.4 -> 2.6 thank u DELL 500
Damn it DELL you couldn’t wait literally 5 minutes 😭
Rip too late on DELL this morning
What to say... it's time to short DELL
You can sell into strength or you can sell into weakness. I personally subscribe to CANSLIM trading mentality. When a stock runs like DELL has, you set a stupid trailing stop, and then you wait. If I was up 250% I’d probably do like -10%
10000000% incorrect timing to buy DELL U'd had done better buying Pepsi with 4% div and waiting a few months before dumping $4 mil in DELL and enjoy immediate gains ur DELL buy is SUPER HORRIFIC timing and the market will clarify this FACT for u very shortly; people who invest like u are why people like me make money extremely easily time and time again MARK this post, come back in week(s), and enjoy the RED port for an extended duration
Wonder why they bought so much. Any reason given? I hold zero DELL right now.
Ive been waiting on DELL. Gonna enter soon 🚀🚀
I’m not AI but I interpret your screenshot that your DELL only cost you $15,985.
Is DELL $500 a meme or no
As long as Michael Dell is hanging around the White House and is in a lot of Trumps photo opps I’m gonna say DELL gonna keep pumping
day in the life of trump \-wake up \-Pump TF out of $DELL \-look at -50% unrealized btc loss \-back to sleep. \*repeat
"Buy your kids a $DELL." \+7.55%
DELL actually looks good, sentiment of Dell is strong with good news catalyst, social attention and price trend. Nice pick. https://www.sentimentick.com/app/ticker/DELL
Yeah Michael dell is def not donating his money because he knows you will pump the stock lmao GO OUT AND BUY A DELL From the oval is insane lmao
Guys theres a lag that can go up to 30 days between the time 🥭 tweets about a stock and the moment it goes parabolic. Look at NOW, DELL and INTC
DELL MICRON APPLE Former employee at 2 of the 3 and got stock options every year. Dell is my far the largest position now with the recent pop.
Thoughts on TSSI? small market cap and major deals with DELL???
Amazing how many names are unable to go up, CRWV DELL IREN but then dogshit like MSTR is up 10%
I've upgraded DELL to from equal weight $400 to outperform $825 @ Barclays @ Mizuho @ Goldman Sachs @ Bernstein @ JP Morgan You can pump now
Self hosting servers and laptops still need memory. Maybe not hbm4 but dram and nand for sure. DELL and MU SNDK are the plays here
Agreed. Even if the GPUs last 10 years (functionally), the constant CapEx spending has to generate revenue at some point. The only money being made is from other companies. All the money NVDA, DELL, OpenAI, etc are getting is primarily coming from other companies. Very few consumers are actually paying. Companies are paying so they become more efficient and can hire less. But that means even less people will have money to buy their crap. Very confusing to map this out
Fair, but that’s exactly why I’m talking about semis/shovel sellers, not necessarily every AI end user. AI monetization can be uncertain while AI infrastructure demand is very real. NVDA, AVGO, MU, TSM, DELL, HPE, etc. are getting paid because the buildout is happening. The hyperscalers are treating compute capacity like strategic infrastructure, not a normal ROI project with a 12-month payback. End-user margins may be the debate. But the hardware stack is still where the money is currently flowing.
> So, Ai demand has been validated by earnings from MU, AVGO, DELL, HPE recently, probably missed a few. Thats data center demand, AI demand has not been verified and current financials have not shown successful monetization. What they have also shown is that the cost to build the compute the end users claim is needed for "AI to really work" is up, which inherently means ROI is down or in general harder to achieve. For an investor will nice for the shovel sellers which has been reflected in their stock rise, it has added risk to the datacenter operators and end users.
**TL DR for regarded fellow WSB mofos that didn't go to the university of science** and aren´t professors of logic and own no doghouses: I think Val is saying that the ai bubble panic is overstated, that chabots not paying the elctricity bill is missing the fact that big tech might be silently building a more poweful quantum centric supercumputing infraestrucutre (that can do things orders of magnitude superior to the current shit). a quantum chip is like a super genious toddler, it can crack universe secrets in seconds but it has no memory, it has no plumbing, it will cry if it's a bit warm in the datacenter... it needs a lot of liquid coolant, hughe bandwidth servers next to it to work, and the current datacenter gold rush is a construction of a hybrid quantum grid (or that it can eventually be used for that, or that that is one of the paths they can follow after the current phase)... if you don't like the wendys dumpster and give some credit to this idea, these motherfuckers should be good: AMD, MU, NVDA, DELL, SMCI, IONQ, QNT, XNDU
\*Arrived home and checked my port...\* "Wow - I did great today" -- MU, AMAT, GEV, ETN, ABBV "Oh, wait" -- DELL, ORCL, IBM, PEP "Never mind." \*grabs bong from cupboard\*
25% price hikes on MacBooks because memory is too expensive. AAPL, DELL, and all the hyperscalers burning money on hardware. 🤣
SMCI is the biggest asymmetric call play out there. DOJ price in, $7B share dilution priced in, demand clearly insatiable based on micron results and long term agreements with 10+ customers. Even if SMCI is a far cry from DELL capability, governance, and value added services, SMCI will win on growth acceleration and pricing power. Full disclosure, I hold $55k in calls around earnings and call leaps into mid 2027.
You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD. It’s time to rotate away from the Retarded 9 and forge new roads. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%
DELL and IBM are underrated - why are they not retail favourites? Because they are from the 90s???
Data center. APLD, NBIS, DELL, IREN
You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD. It’s time to rotate away from the Retarded 9 and forge new roads. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%
So, $AVGO and $DELL ran up a ton before earnings but $AVGO crashed post earnings and $DELL ran up a lot more. $MU seems to be crashing a bit pre-earnings. 🤔 No idea what this means
MRVL, APLD, DELL, NBIS are all about to rocket launch up 20%+, the secret knowledge is contained in the charts
You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD and superior regarded level strength. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%
I said the same about DELL at $190.
i sold MU NBIS DELL and INTC for minor gains last year because a few hundred shares of each scared me Im bag holding palantir My portfolio is basically the LAG7 MY YTD is gross My Treasuries (down payment) just tendered? into cash again WHERE DO I SEND ALL THIS CASH
I love how SPCX bubble pop but not INTC, or DELL
Ha! 15% today gets us to up 15% YTD. In any normal year, that would be pretty good, but compare SMCI to practically *any other company involved in AI infrastructure buildout* and the performance is terrible. Good luck, though. I am rooting for SMCI while I have my stock in DELL, SNDK, MU, CRDO, NBIS, ALAB, and other companies whose stocks are actually going up.
SMCI P/E 19.35, forward pe 9.7 DELL P/E 33.37, forward pe 22.1 HPE P/E 45.20, forward pe 14.5 If smci gets to dell pe: Trailing pe = $61.29 Forward pe = $80.97 If smci gets to HPE PE: Trailing pe = $83.01 Forward pe = $53.12
SMCI P/E 19.35, forward pe 9.7 DELL P/E 33.37, forward pe 22.1 HPE P/E 45.20, forward pe 14.5
NVDA is pumping one stock at a time. First it was MRVL and this week it’s SMCI and DELL
HP is the next DELL, mark my words. Every hospital, company, heck even regards are going to run AI at home when open source models becomes mainstream.
This the type shit that happened to me with CCs on DELL. Pain
DELL does $90B/year in revenue. $1.44B over 3 years is ~0.5% annually. at licensing margins it barely registers. not the needle-mover the headline implies
Looking at buying a call this week before IV skyrockets next week. It likely runs up into earnings. No idea what happens after. It could either be an $AVGO scenario or $DELL. If I’m in good profit on earnings day, I’m likely selling before close. $WDC might be a good sympathy play on the actual earnings date with less insane IV.
DELL did over $95b in revenue in 2025 and are projecting \~$165b in 2026. A $1.44b multiyear contract is a drop in the bucket.
So many AI stocks are nowhere close to all time highs. DELL, CRWV, NBIS, ARM, MRVL. What the fuck happened
DELL did very well for me, but I won't put more than 20% into any one stock, so I didn't get rich.
DELL & INTC were mine Held Intel and DELL SO long, they were starting to mold and rot. Who knew Trump would dump our tax dollars into such a stale companies ... not being MAGA, I wasnt thinking backwards. promised Id dump COIN at $400 ... and glad I did. Im just a gambler tho, have no idea what im doing
>I'm not a bear and I don't have any short positions, but it seems to me like we're in the exact same situation as 1999 where there no profits. The AI "bubble" is driven by the infrastructure build-out which is very much profitable. Companies like NBIS, MU, SNDK, CRDO, DELL and many more are experiencing tremendous earnings growth. In 2000 companies like [PETS.COM](http://PETS.COM) with no business prospects whatsoever were commanding valuations in the hundreds of millions. This is more like 1997 than 2000.
He said “bears”. Just like INTC and DELL puts are the new bubble.
Should have bought puts or shorts certificates on ORCL and ADBE. It was obvious most companies would disappoint after the AVGO meltdown. Easy x4 in a matter of days, just like for DELL and HPE. Alas, my bags are heavy.
MRAM, partnered with IBM, AVGO, AMD, DELL, GFS, STX, MCHP etc.
ADBE flat, nobody wins on earnings anymore, DELL and HPE were the last real earnings play for a while it seems
Glossary: Praise Be Allah: I will be bombing tomorrow We will hit them hard and destroy their civilization: I will announce a pause soon High inflation: It’s good because stonks go up Prices are high: it’s great because they will come down soon Interest rates are high: lower the rates you crazy b\*\*stards All Americans must buy DELL: DELL to the moon Buy stocks: will pump tomorrow. Tariffs good: refunds are coming.
DELL diluting and not even getting hit from the news. Bullish af
DELL looking real juicy if it gets back to pre-earnings
follow the 🥭 money, it's going to be just like DELL
ORCL is going to absolutely crush earnings. I am betting on a DELL like revival. 30-40% jump after ER.
Let me introduce you to Stops. I took 30% on DELL. I regret not setting stops on everything in my portfolio.
Agree. Friday and today my defensive stocks (WMT and Duke Power) either went up or held. My MU,MUU, INTC and DELL ALL SUCKED HIND TITTY.
Wow and here I thought marvel was bad. Way to go DELL.
NVDA and DELL. Let’s go!