Jul. 8 at 2:06 PM
$DELL 🖥
This is the kind of government channel expansion that the market tends to underestimate.
The Microsoft enterprise licensing agreement with DHS adds another layer to Dell’s federal business, while the broader DoD/Microsoft relationship strengthens the long-term government IT pipeline.
The big question now is execution:
Can Dell convert these contracts into sustained revenue growth?
Does the federal segment become a bigger AI + cloud infrastructure driver?
Technically,
$427 is the key breakout level to watch.
Anyone holding
$DELL for the government + AI infrastructure story?
