The DOD's $9.7B contract with Dell has raised eyebrows as a potential payback for Michael and Susan Dell's $6.25B donation to 25M US children's Trump Accounts
Michael Dell bought into President Donald Trump's second term early. Now his hardware company, Dell Technologies …
CNBC
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Discussion
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Regina Phelps
Regina Phelps
on linkedin
Really?!!? Government ethics watchdogs are sounding the alarm after the Pentagon announced that the U.S. tech company Dell has been granted …
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r/politics
r
on reddit
Michael Dell courted Trump early. His company has reaped rewards
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@firstadopter
Tae Kim
on x
Thanks to $DELL I am now on track to crushing the market with my annual stock ideas for seven years running with big upside every single year. Look at my prior years' annual stock ideas. 2026 is not an anomaly. Plus, my Substack ideas during the last few months, including DELL, […
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@jimcramer
Jim Cramer
on x
The winner beyond Dell is Nvidia but the stock is heavy again. I don't think that can last especially with Jensen Huang's speech at Computex Monday in Taiwan.
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@altcap
Brad Gerstner
on x
The world finally realizing that $DELL is building the backbone of American AI. $51B + backlog. AI Server revenue + 757%. Full year guide from $140 B to $168 B. And the largest philanthropic gift in history $250 to 25 M American kids. The Best of America! 💪🇺🇸🚀 [image]
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@firstadopter
Tae Kim
on x
At least one $DELL analyst gets it. Bernstein: “Dell FQ1'27: Firing on all cylinders; Increasing est and TP to $500, Reiterate Outperform .. Guidance was also raised significantly as Agentic AI is opening up a completely new growth driver for traditional servers and the rest of
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@firstadopter
Tae Kim
on x
Wall Street analysts admitting they were dead wrong and completely missed the Nvidia NVL72 AI server super cycle on $DELL but they are still not upgrading the stock. What the hell are you doing? [image]
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@kobeissiletter
@kobeissiletter
on x
President Trump is undefeated in the stock market. On May 8th, President Trump told everyone to “go out and buy a Dell.” 19 days later, on May 27th, Dell was awarded a $9.7B contract with the US Pentagon. Today, Dell, $DELL, reported stronger than expected earnings and the [image…
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@hedgeyetech
@hedgeyetech
on x
I pitched $DELL twice in my client notes and didn't follow my own advice - what a missed opportunity. 40% of sell-side has ratings of Holds/Sells on Dell. This company continues to crush expectations on growth and margins - AI servers, networking, storage, and even PCs
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@patrickmoorhead
Patrick Moorhead
on x
JPM finally gets real on $DELL. Definetly caught snoozing.
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r/StockMarket
r
on reddit
Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars
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r/BetterOffline
r
on reddit
Dell stock skyrockets 32% for its best day ever as AI server revenue soars