Dell Technologies Inc (DELL)

$490.81 -3.70 (-0.75%)
Market Cap 318.10B
Revenue (ttm) 113.54B
Net Income (ttm) 5.94B
EPS (ttm) N/A
PE Ratio 38.97
Forward PE 27.22
Profit Margin 5.23%
Debt to Equity Ratio -16.82
Volume 3,992,800
Avg Vol 7,338,824
Day's Range N/A - N/A
Shares Out 648.11M
Stochastic %K 76%
Beta 1.33
Analysts Strong Sell
Price Target $506.55

Company Profile

Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and g...

Industry: Computer Hardware
Sector: Technology
Phone: 800 289 3355
Address:
One Dell Way, Round Rock, United States
Srinivas111
Srinivas111 Aug. 25 at 4:22 PM
$DELL $MRVL $BE $MRVL Bullish
0 Β· Reply
JasonCO
JasonCO Aug. 25 at 4:03 PM
$DELL nice
0 Β· Reply
BDipNRip
BDipNRip Aug. 25 at 3:17 PM
$OKTA $CRWD bullish on cyber. Already up 60% on crowdstrike and holding through earnings. If $DELL can go to πŸ’― the $CRWD can!
0 Β· Reply
stockbeeeee
stockbeeeee Aug. 25 at 2:58 PM
Here is my trade goin to into earnings 500 shares short on $NVDA . Buying 200 shares of $AMD and 300 $DELL
1 Β· Reply
Big_Timer
Big_Timer Aug. 25 at 2:18 PM
$NVDA $CSCO $SMCI 🚨 VALUATION STILL MAKES NO SENSE. The market continues pricing Supermicro like the AI infrastructure boom is ending while the business pipeline keeps getting stronger. πŸ”₯ FY26 Q4 revenue: $11.1B πŸ”₯ FY27 guidance: $65B–$72B revenue πŸ”₯ Q4 non-GAAP gross margin: 17.6% πŸ”₯ And now Cisco + Supermicro + NVIDIA are expanding Cisco’s Secure AI Factory with SMCI rack-scale AI systems. Think about that ecosystem: NVDA compute + Cisco networking/security + SuperMicro rack-scale infrastructure. Yet SMCI continues trading at a valuation that reflects dramatically less optimism than many AI peers. Eventually valuation has to follow earnings, revenue and execution. The market is pricing the controversy. I’m looking at the AI infrastructure opportunity. $SMCI remains one of the most undervalued AI plays on the board. πŸš€πŸ‚ $DELL $HPE
0 Β· Reply
Big_Timer
Big_Timer Aug. 25 at 2:06 PM
$SMCI $NVDA $CSCO Bulls β€” THIS IS BIG. Cisco + Supermicro + NVIDIA. πŸ”₯ Cisco is expanding its Secure AI Factory with NVIDIA by adding Supermicro rack-scale AI computing solutions. This puts SMCI right in the middle of another major AI infrastructure ecosystem: πŸ”₯ Cisco AI networking πŸ”₯ Supermicro high-density rack-scale systems πŸ”₯ NVIDIA reference architectures & AI software πŸ”₯ Built for massive AI training, inference, neoclouds & sovereign clouds πŸ”₯ End-to-end infrastructure designed to deploy AI faster and with less risk And here’s the part bears should pay attention to: Cisco specifically highlights Supermicro’s global supply-chain expertise as part of helping customers overcome GPU, memory and delivery challenges. This isn’t hype. Major technology companies are choosing SMCI infrastructure to help build the AI factories of the future. NVIDIA 🀝 Cisco 🀝 Supermicro The AI infrastructure buildout is accelerating, and SuperMicro keeps showing up where the money is being spent. Still think SMCI is just another server company? Keep watching. πŸš€πŸ”₯ $DELL $HPE
0 Β· Reply
mickelson1984
mickelson1984 Aug. 25 at 2:00 PM
$DELL sell
0 Β· Reply
Terminator_007
Terminator_007 Aug. 25 at 1:51 PM
$SMCI 200$πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰β€οΈβ€οΈβ€οΈπŸŽˆπŸŽˆπŸ”₯πŸ”₯πŸ”₯πŸ”₯$CSCO $DELL $$HP way way undervalued the SMCI giant will be a true winner still there is a $SPCX on Horizon πŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯
0 Β· Reply
Big_Timer
Big_Timer Aug. 25 at 1:44 PM
$CSCO $DELL $MSFT $NVDA $SMCI
0 Β· Reply
funnymoney90210
funnymoney90210 Aug. 25 at 1:41 PM
$DELL Headed back to $500
0 Β· Reply
Latest News on DELL
Dell's stock is up 235% this year β€” and earnings could propel it even higher, analysts say

Aug 24, 2026, 1:02 PM EDT - 23 hours ago

Dell's stock is up 235% this year β€” and earnings could propel it even higher, analysts say

Dell Technologies price target raised to $434 from $430 at Morgan Stanley

2026-08-24T12:15:12.000Z - 1 day ago

Dell Technologies price target raised to $434 from $430 at Morgan Stanley

NTAP

Dell Stock Could Rise 25% on AI Server Demand, Says Top Analyst Ahead of Earnings

2026-08-24T11:56:33.000Z - 1 day ago

Dell Stock Could Rise 25% on AI Server Demand, Says Top Analyst Ahead of Earnings

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Top Wall Street analysts believe in the growth potential of these 3 stocks

Aug 23, 2026, 7:29 AM EDT - 2 days ago

Top Wall Street analysts believe in the growth potential of these 3 stocks

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The chip-stock rally hits a speed bump β€” but these analysts see reason to be hopeful

Aug 19, 2026, 6:02 PM EDT - 5 days ago

The chip-stock rally hits a speed bump β€” but these analysts see reason to be hopeful

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Dell Technologies price target raised to $550 from $500 at Evercore ISI

2026-08-19T10:15:22.000Z - 6 days ago

Dell Technologies price target raised to $550 from $500 at Evercore ISI

Dell Technologies to Hold Conference Call Sept. 1 to Discuss Second Quarter Fiscal 2027 Financial Results

Aug 18, 2026, 4:30 PM EDT - 6 days ago

Dell Technologies to Hold Conference Call Sept. 1 to Discuss Second Quarter Fiscal 2027 Financial Results

Dell Near All-Time Highs on Record Revenue, AI Demand

Aug 18, 2026, 12:03 PM EDT - 7 days ago

Dell Near All-Time Highs on Record Revenue, AI Demand

Micron, Sandisk and other chip stocks climb as investors are more confident about AI spending

Aug 17, 2026, 11:18 AM EDT - 8 days ago

Micron, Sandisk and other chip stocks climb as investors are more confident about AI spending

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Dell Technologies price target raised to $545 from $505 at Wells Fargo

2026-08-16T13:49:12.000Z - 9 days ago

Dell Technologies price target raised to $545 from $505 at Wells Fargo

Earnings Prove AI Hardware Demand Is Strong. That's Good News for Dell Stock.

Aug 14, 2026, 2:12 PM EDT - 10 days ago

Earnings Prove AI Hardware Demand Is Strong. That's Good News for Dell Stock.

Dell Stock Has Nearly Quadrupled in 2026. Is It Too Late to Buy?

2026-08-14T15:38:52.000Z - 11 days ago

Dell Stock Has Nearly Quadrupled in 2026. Is It Too Late to Buy?

MU NVDA SNDK

Do SMCI earnings make it a better pick than DELL?

Aug 13, 2026, 1:06 PM EDT - 11 days ago

Do SMCI earnings make it a better pick than DELL?

SMCI

Dell's stock has beaten Micron and AMD this year β€” and now it's adding to its gains

Aug 13, 2026, 10:08 AM EDT - 12 days ago

Dell's stock has beaten Micron and AMD this year β€” and now it's adding to its gains

Here's why Dell stock is soaring after the Lenovo Group earnings

Aug 13, 2026, 8:30 AM EDT - 12 days ago

Here's why Dell stock is soaring after the Lenovo Group earnings

HP and Dell Stocks Are Rising in Pre-Market Today β€” What’s Driving the Gains?

2026-08-13T12:13:02.000Z - 12 days ago

HP and Dell Stocks Are Rising in Pre-Market Today β€” What’s Driving the Gains?

HPQ

Goldman Sachs Names Its β€œTop 3 Hardware Stocks” as AI Spending Surges

2026-08-12T18:12:57.000Z - 12 days ago

Goldman Sachs Names Its β€œTop 3 Hardware Stocks” as AI Spending Surges

HPE NTAP

Dell Technologies call buyer realizes 12% same-day gains

2026-08-10T12:00:09.000Z - 15 days ago

Dell Technologies call buyer realizes 12% same-day gains

Dell Technologies price target lowered to $430 from $477 at Morgan Stanley

2026-08-10T10:46:02.000Z - 15 days ago

Dell Technologies price target lowered to $430 from $477 at Morgan Stanley

Texas A&M Engineering Experiment Station Selects Dell Technologies to Build a Secure AI Platform for National Research

Jul 24, 2026, 9:00 AM EDT - 4 weeks ago

Texas A&M Engineering Experiment Station Selects Dell Technologies to Build a Secure AI Platform for National Research

Trump hyped up Michael Dell again after his mega Trump account donation

Jul 23, 2026, 6:26 AM EDT - 4 weeks ago

Trump hyped up Michael Dell again after his mega Trump account donation

Dell stock gains 9%, and it has Super Micro Computer to thank for

Jul 22, 2026, 2:28 PM EDT - 4 weeks ago

Dell stock gains 9%, and it has Super Micro Computer to thank for

SMCI

Dell, HP Enterprise Stocks Jump. How Super Micro Is Giving Them a Boost.

Jul 22, 2026, 12:51 PM EDT - 4 weeks ago

Dell, HP Enterprise Stocks Jump. How Super Micro Is Giving Them a Boost.

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Mark Zuckerberg Overtakes Michael Dell As 5th Richest Amid Dell Selloff

Jul 20, 2026, 4:15 PM EDT - 5 weeks ago

Mark Zuckerberg Overtakes Michael Dell As 5th Richest Amid Dell Selloff

AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today's Market

Jul 17, 2026, 6:41 AM EDT - 5 weeks ago

AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today's Market

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Tech Corner: DELL's Booming AI Server Business

Jul 16, 2026, 2:26 PM EDT - 5 weeks ago

Tech Corner: DELL's Booming AI Server Business

The Chip-Stock Slide Isn't Over. The AI Trade Is Still Under Pressure.

Jul 16, 2026, 12:01 PM EDT - 5 weeks ago

The Chip-Stock Slide Isn't Over. The AI Trade Is Still Under Pressure.

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Dell stock has stalled since May: will it pop or crash?

Jul 16, 2026, 8:01 AM EDT - 5 weeks ago

Dell stock has stalled since May: will it pop or crash?

The two volatile forces pushing Michael Dell to new heights

Jul 14, 2026, 6:39 AM EDT - 6 weeks ago

The two volatile forces pushing Michael Dell to new heights

Michael Dell has nailed his relationship with Donald Trump, and it's paying off

Jul 14, 2026, 5:32 AM EDT - 6 weeks ago

Michael Dell has nailed his relationship with Donald Trump, and it's paying off

Dell's stock gets another Trump bump β€”Β but this time it's fading

Jul 6, 2026, 3:34 PM EDT - 7 weeks ago

Dell's stock gets another Trump bump β€”Β but this time it's fading

Dell stock jumps after Trump tells Americans, β€˜Go out and buy a Dell computer'

Jul 6, 2026, 1:07 PM EDT - 7 weeks ago

Dell stock jumps after Trump tells Americans, β€˜Go out and buy a Dell computer'

Trump Wants You to β€˜Go Out and Buy a Dell' and the Endorsement Sends the Stock Soaring

Jul 6, 2026, 10:42 AM EDT - 7 weeks ago

Trump Wants You to β€˜Go Out and Buy a Dell' and the Endorsement Sends the Stock Soaring

Trump to ring opening bell at White House with raft of CEOs in first-of-its-kind market open

Jul 6, 2026, 9:27 AM EDT - 7 weeks ago

Trump to ring opening bell at White House with raft of CEOs in first-of-its-kind market open

HOOD V

Dell Technologies (DELL) Price Forecast: Can Bulls Extend to $657?

Jun 30, 2026, 4:58 PM EDT - 7 weeks ago

Dell Technologies (DELL) Price Forecast: Can Bulls Extend to $657?

The 20 best-performing stocks in the S&P 500 for the first half of 2026

Jun 30, 2026, 7:34 AM EDT - 2 months ago

The 20 best-performing stocks in the S&P 500 for the first half of 2026

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Super Micro's Problems Are a 'Slam Dunk' for Dell Stock

Jun 30, 2026, 5:51 AM EDT - 2 months ago

Super Micro's Problems Are a 'Slam Dunk' for Dell Stock

Dell shareholders approve legal move from Delaware to Texas

Jun 26, 2026, 3:37 PM EDT - 2 months ago

Dell shareholders approve legal move from Delaware to Texas

From Tech Giants to MANGOS: A New ETF Trend Emerges

Jun 26, 2026, 11:43 AM EDT - 2 months ago

From Tech Giants to MANGOS: A New ETF Trend Emerges

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Michael Dell is absolutely crushing it this year

Jun 26, 2026, 7:44 AM EDT - 2 months ago

Michael Dell is absolutely crushing it this year

Dell Reports Earnings Thursday. Here's How Much Traders Expect the Stock to Move

Jun 26, 2026, 3:11 AM EDT - 2 months ago

Dell Reports Earnings Thursday. Here's How Much Traders Expect the Stock to Move

Dell Technologies Transcript: AGM 2026

Jun 25, 2026, 1:00 PM EDT - 2 months ago

Dell Technologies Transcript: AGM 2026

The Dell AI Factory with NVIDIA Advances Supercomputing-Class Infrastructure Powering the Next Generation of HPC and AI

Jun 22, 2026, 9:00 AM EDT - 2 months ago

The Dell AI Factory with NVIDIA Advances Supercomputing-Class Infrastructure Powering the Next Generation of HPC and AI

Michael Dell Overtakes Larry Ellison As World's Fifth-Richest Person Amid Dell Stock Surge

Jun 17, 2026, 5:04 PM EDT - 2 months ago

Michael Dell Overtakes Larry Ellison As World's Fifth-Richest Person Amid Dell Stock Surge

Dell Technologies Declares Quarterly Cash Dividend

Jun 16, 2026, 11:43 PM EDT - 2 months ago

Dell Technologies Declares Quarterly Cash Dividend

The AI Buildout Is Still Intact β€” Stocks To Buy This Week

Jun 10, 2026, 3:03 PM EDT - 2 months ago

The AI Buildout Is Still Intact β€” Stocks To Buy This Week

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Dell's Stock Rally Has Made CEO Michael Dell Richer Than Mark Zuckerberg and Jensen Huang

Jun 4, 2026, 11:05 AM EDT - 2 months ago

Dell's Stock Rally Has Made CEO Michael Dell Richer Than Mark Zuckerberg and Jensen Huang

Interview: RF Lafferty's Robert Hackel says Dell, HPE among top hidden AI plays

Jun 3, 2026, 8:59 AM EDT - 2 months ago

Interview: RF Lafferty's Robert Hackel says Dell, HPE among top hidden AI plays

HPE

Dell Technologies Transcript: Bank of America 2026 Global Technology Conference

Jun 2, 2026, 1:40 PM EDT - 2 months ago

Dell Technologies Transcript: Bank of America 2026 Global Technology Conference

AI Spending Surge Fuels Dell And HPE But Profitability Lags

Jun 2, 2026, 10:25 AM EDT - 3 months ago

AI Spending Surge Fuels Dell And HPE But Profitability Lags

HPE

Dell Stock Chases Longest Winning Run in 8 Years After Doubling in 8 Days

Jun 2, 2026, 5:25 AM EDT - 3 months ago

Dell Stock Chases Longest Winning Run in 8 Years After Doubling in 8 Days

Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP

Jun 1, 2026, 5:35 PM EDT - 3 months ago

Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP

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Dell stock extends rally as new XPS 13 challenges MacBook Neo

Jun 1, 2026, 9:04 AM EDT - 3 months ago

Dell stock extends rally as new XPS 13 challenges MacBook Neo

The Redesign Group Named Dell Technologies' 2026 North American Data Center Partner of the Year

Jun 1, 2026, 8:45 AM EDT - 3 months ago

The Redesign Group Named Dell Technologies' 2026 North American Data Center Partner of the Year

Dell Stock Rises as It Goes Head-to-Head with Apple Over Cutting-Edge Laptop

Jun 1, 2026, 6:16 AM EDT - 3 months ago

Dell Stock Rises as It Goes Head-to-Head with Apple Over Cutting-Edge Laptop

Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP

Jun 1, 2026, 12:41 AM EDT - 3 months ago

Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP

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Dell unveils $699 XPS 13 laptop in challenge to Apple's MacBook Neo

May 31, 2026, 6:53 PM EDT - 3 months ago

Dell unveils $699 XPS 13 laptop in challenge to Apple's MacBook Neo

Tech Market leadership in First Inning of a Long Cycle?

May 31, 2026, 1:00 PM EDT - 3 months ago

Tech Market leadership in First Inning of a Long Cycle?

CSCO

There was a big step up for Dell a year and a half ago, expert says

May 30, 2026, 12:30 AM EDT - 3 months ago

There was a big step up for Dell a year and a half ago, expert says

I wonder if we will say this is the era when Dell took over the computer space, says Jim Cramer

May 29, 2026, 7:11 PM EDT - 3 months ago

I wonder if we will say this is the era when Dell took over the computer space, says Jim Cramer

Srinivas111
Srinivas111 Aug. 25 at 4:22 PM
$DELL $MRVL $BE $MRVL Bullish
0 Β· Reply
JasonCO
JasonCO Aug. 25 at 4:03 PM
$DELL nice
0 Β· Reply
BDipNRip
BDipNRip Aug. 25 at 3:17 PM
$OKTA $CRWD bullish on cyber. Already up 60% on crowdstrike and holding through earnings. If $DELL can go to πŸ’― the $CRWD can!
0 Β· Reply
stockbeeeee
stockbeeeee Aug. 25 at 2:58 PM
Here is my trade goin to into earnings 500 shares short on $NVDA . Buying 200 shares of $AMD and 300 $DELL
1 Β· Reply
Big_Timer
Big_Timer Aug. 25 at 2:18 PM
$NVDA $CSCO $SMCI 🚨 VALUATION STILL MAKES NO SENSE. The market continues pricing Supermicro like the AI infrastructure boom is ending while the business pipeline keeps getting stronger. πŸ”₯ FY26 Q4 revenue: $11.1B πŸ”₯ FY27 guidance: $65B–$72B revenue πŸ”₯ Q4 non-GAAP gross margin: 17.6% πŸ”₯ And now Cisco + Supermicro + NVIDIA are expanding Cisco’s Secure AI Factory with SMCI rack-scale AI systems. Think about that ecosystem: NVDA compute + Cisco networking/security + SuperMicro rack-scale infrastructure. Yet SMCI continues trading at a valuation that reflects dramatically less optimism than many AI peers. Eventually valuation has to follow earnings, revenue and execution. The market is pricing the controversy. I’m looking at the AI infrastructure opportunity. $SMCI remains one of the most undervalued AI plays on the board. πŸš€πŸ‚ $DELL $HPE
0 Β· Reply
Big_Timer
Big_Timer Aug. 25 at 2:06 PM
$SMCI $NVDA $CSCO Bulls β€” THIS IS BIG. Cisco + Supermicro + NVIDIA. πŸ”₯ Cisco is expanding its Secure AI Factory with NVIDIA by adding Supermicro rack-scale AI computing solutions. This puts SMCI right in the middle of another major AI infrastructure ecosystem: πŸ”₯ Cisco AI networking πŸ”₯ Supermicro high-density rack-scale systems πŸ”₯ NVIDIA reference architectures & AI software πŸ”₯ Built for massive AI training, inference, neoclouds & sovereign clouds πŸ”₯ End-to-end infrastructure designed to deploy AI faster and with less risk And here’s the part bears should pay attention to: Cisco specifically highlights Supermicro’s global supply-chain expertise as part of helping customers overcome GPU, memory and delivery challenges. This isn’t hype. Major technology companies are choosing SMCI infrastructure to help build the AI factories of the future. NVIDIA 🀝 Cisco 🀝 Supermicro The AI infrastructure buildout is accelerating, and SuperMicro keeps showing up where the money is being spent. Still think SMCI is just another server company? Keep watching. πŸš€πŸ”₯ $DELL $HPE
0 Β· Reply
mickelson1984
mickelson1984 Aug. 25 at 2:00 PM
$DELL sell
0 Β· Reply
Terminator_007
Terminator_007 Aug. 25 at 1:51 PM
$SMCI 200$πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰β€οΈβ€οΈβ€οΈπŸŽˆπŸŽˆπŸ”₯πŸ”₯πŸ”₯πŸ”₯$CSCO $DELL $$HP way way undervalued the SMCI giant will be a true winner still there is a $SPCX on Horizon πŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽˆπŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸŽ‰πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯
0 Β· Reply
Big_Timer
Big_Timer Aug. 25 at 1:44 PM
$CSCO $DELL $MSFT $NVDA $SMCI
0 Β· Reply
funnymoney90210
funnymoney90210 Aug. 25 at 1:41 PM
$DELL Headed back to $500
0 Β· Reply
nastynate1
nastynate1 Aug. 25 at 1:33 PM
$DELL thru 450 with hold I’m back in
0 Β· Reply
Big_Timer
Big_Timer Aug. 25 at 1:33 PM
$SMCI $NVDA $CSCO 🚨 BULLS β€” THIS IS BIG. Cisco + Supermicro + NVIDIA. πŸ”₯ Cisco is expanding its Secure AI Factory with NVIDIA by adding Supermicro rack-scale AI computing solutions. This puts SuperMicro right in the middle of another major AI infrastructure ecosystem: πŸ”₯ Cisco AI networking πŸ”₯ Supermicro high-density rack-scale systems πŸ”₯ NVIDIA reference architectures & AI software πŸ”₯ Built for massive AI training, inference, neoclouds & sovereign clouds πŸ”₯ End-to-end infrastructure designed to deploy AI faster and with less risk And here’s the part bears should pay attention to: Cisco specifically highlights Supermicro’s global supply-chain expertise as part of helping customers overcome GPU, memory and delivery challenges. This isn’t hype. Major technology companies are choosing SMCI infrastructure to help build the AI factories of the future. NVIDIA 🀝 Cisco 🀝 Supermicro The AI infrastructure buildout is accelerating, and SuperMicro keeps showing up where the money is being spent. Still think SMCI is just another server company? Keep watching. πŸš€πŸ”₯ $DELL $MSFT
0 Β· Reply
SAB0
SAB0 Aug. 25 at 1:22 PM
$CRWV $DELL $NVDA $TSSI
1 Β· Reply
TheStockTraderHub
TheStockTraderHub Aug. 25 at 1:17 PM
Tuesday’s biggest analyst calls: Goldman Sachs reiterates Coinbase as buy Wolfe reiterates Netflix as outperform Raymond James upgrades Advanced Micro Devices to strong buy from outperform Wolfe upgrades Moderna to peer perform from underperform JPMorgan reiterates Dell as overweight $COIN $NFLX $AMD $MRNA $DELL
1 Β· Reply
jaymecca1
jaymecca1 Aug. 25 at 4:13 AM
$DELL
0 Β· Reply
jaymecca1
jaymecca1 Aug. 25 at 4:12 AM
$DELL
0 Β· Reply
InvestorWisdom
InvestorWisdom Aug. 25 at 2:40 AM
$DUOT @iTexanBig the business is lined up, they just have to execute… Revenues should start for the Hydra deal any day now, which should bring another wave of interest. Per the earnings calls analysts have been very interested in how fast they can complete it. Rapid and flawless execution could increase institutional demand… $NVDA is an investor/backer of Hydra + they are praised by $DELL … and per the screenshot below another deal could be signed with Hydra shortly after this first one. I think they just want to see how this project is executed… and Duos should be ahead of schedule by one month, which is a major aspect. This sector is all about speed to market right now. More so than cost. If Duos can bring compute online rapidly imo they will have more business than they’re capable of accepting. This will allow them to pick and choose the most profitable/easy deals….οΏΌ 4 screenshots of supporting DD….
2 Β· Reply
Big_Timer
Big_Timer Aug. 25 at 12:23 AM
$AMD $DELL $HPE $NVDA $SMCI
0 Β· Reply
Big_Timer
Big_Timer Aug. 25 at 12:11 AM
$SMCI $NVDA $AMD NVDA earnings could be a HUGE catalyst for the entire AI infrastructure trade. This isn’t just about Nvidia’s EPS. Watch Blackwell/Rubin demand, data-center growth, hyperscaler spending and forward guidance. Strong numbers could reinforce the biggest part of the bull thesis: AI infrastructure spending is still accelerating. And who helps turn those GPUs into deployable AI infrastructure? Companies like SMCI, $DELL and $HPE, alongside the broader AI ecosystem. For SMCI specifically, the setup is compelling: $11.1B Q4 revenue, $1.18B net income, 17.6% non-GAAP gross margin and $65B–$72B FY27 revenue guidance. If NVDA confirms another massive wave of AI demand, I think the market starts looking VERY differently at beaten-down AI infrastructure valuations. NVDA could light the match. πŸ”₯ SMCI could be one of the biggest beneficiaries. πŸ‚πŸš€
0 Β· Reply
Big_Timer
Big_Timer Aug. 25 at 12:09 AM
$SMCI 🚨🐻 BEARS MAY BE IN FOR A RUDE AWAKENING THIS WEEK. You’re shorting a company coming off $11.1B quarterly revenue, $1.18B net income, 17.6% non-GAAP gross margin and guiding toward $65B–$72B FY27 revenue. πŸ”₯ The market has spent plenty of time pricing in fear. What happens when attention shifts back to growth, earnings and AI infrastructure demand? Crowded bearish trades work… until they don’t. One strong catalyst + heavy buying pressure + shorts heading for the same exit could make things VERY interesting. πŸ‘€πŸš€ Bulls know what they own. Bears better know what they’re shorting. $NVDA $AMD $DELL $HPE
0 Β· Reply
Hitoneout
Hitoneout Aug. 24 at 11:34 PM
$AMD $DELL $HPE $NVDA $SMCI crazy that it not over $50.
0 Β· Reply
Big_Timer
Big_Timer Aug. 24 at 11:34 PM
$SMCI πŸš€πŸ”₯ THIS VALUATION MAKES ZERO SENSE TO ME. Forget the noise and look at the NUMBERS: πŸ’° Q4 revenue: $11.1B, up ~91% YoY πŸ’° Net income: $1.18B vs. $195M YoY πŸ“ˆ Non-GAAP gross margin: 17.6% vs. 9.6% YoY πŸ”₯ Q1 FY27 revenue guidance: $14.5B–$15.5B πŸš€ FY27 revenue guidance: $65B–$72B πŸ“¦ Management reported $60B+ of new orders during Q4 This is a company sitting directly in the middle of the AI infrastructure supercycle, servers, rack-scale systems and liquid cooling. The market can play games with the price in the short term, but eventually EARNINGS + REVENUE + CASH FLOW have to matter. At $65B–$72B in projected FY27 revenue, I believe $SMCI is being valued like the AI boom is ending while the underlying business is telling the EXACT OPPOSITE story. πŸ‚ EXTREMELY BULLISH. I’m watching the fundamentals, not the fear. $NVDA $AMD $DELL $HPE
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