Dell Technologies. Every tracked FinTwit mention of $DELL, newest first. 199 mentions since the first on Sep 4, 2025. See the price chart.
June 2026 · 26 mentions
Jun 3
Midas — The 10 Most Talked about Stocks on X Today:
1. $NVDA
2. $MU
3. $SIVE
4. $SNDK
5. $LITE
6. $NBIS
7. $MRVL
8. $DELL
9. $AAOI
10. $IREN
Using @asymmetrix_xyz - the easiest…↗
Jun 3
KawzInvests 🦑 — $BRUN (~$2.2B) is guiding 1,233% ARR expansion to $400M+ by FY26 year-end
Anchored by a $1.4B TCV target that was $940M at listing May 11 and $1.45B as of June 1.
$30M ARR in FY2…↗
Jun 3
Michael | Hypermarkets — In 5 years, $AVGO exploded 1000% from $47 to $470+
Tonight will be $AVGO biggest earnings in history.
I'm bullish on it and here's why:
1. AI Revenue Is About to Print the Bigge…↗
Jun 3
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 2
Lando — @_Sgr_A_Star What happens when they all try to play catch up?? We get some $DELL type PT day after things happen 🤣↗
Jun 2
IvanaSPEAR — We are very early in the Agentic Era build-out and it will be much larger than people expect. Here are 3 signs:
1️⃣ Boring stocks are surprising by 10-20% with step changes in or…↗
Jun 2
TheValueist — $NVDA $DELL $IBM $INTC J. Huang Capital Management and Trump Catalyst picks are all you need! They are doing your diligence for you!!
If I missed any or should make any edits, le…↗
Jun 2
Wolf Capital — Said I was going to do it and I did!
Similar to my viral $DELL tweet, I am predicting a bullish outlook regarding $AVGO post ER.
Looks to be $489 at this present moment. I decide…↗
Jun 2
Michael | Hypermarkets — 2 years ago, I said buy $ASTS at $2 before it spiked to $130+
Recently, I explained why these would explode:
$SNOW $120 → $320
$HPE $30 → $100
$TE $5 → $20
$KEEL $2 → $18
$DELL…↗
Jun 2
InvestmentGuru — Overnight Market Movers
$CRDO falls more than 11% despite beating earnings estimates across the board. A reminder that in this market, strong numbers don’t always guarantee a posi…↗
BULL OF BRITAIN — The SaaS rally doesn't look like its ending soon. We are currently in some weird liquidity war at the minute
> Space tanking, Small trims in Semi/Photonics -> SaaS catching bid.…↗
Jun 1
Kevin Maro — I have initiated a position in $LAC
The Trump administration has a direct equity stake in $LAC.
Let that sink in.
The DOE took a 5% ownership stake in Lithium Americas and a 5%…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Tigris 会讲课教授是好老师 — 如果我判断如同卖方的投行，比如摩根斯坦利对 $DELL 减持评级$170目标价，然后直接财报后过400后，被打脸打肿，然后公开认错发布“We got this one wrong”
对于 $NOW ，我在财报后发布90就是倒车接人。如果错，我当然也会发布“I got this one wrong”。
但是“不幸的是”，我总是一次又一次“赢麻”了……
底…↗
Jun 1
rubicon59 — $DELL price run-up looks scary, but I see mucho upsido still.↗
Jun 1
KawzInvests 🦑 — $NVDA Vera CPU partner list from GTC Taipei.
Early Adopters: OpenAI, Anthropic, SpaceXAI
Cloud: $NBIS $ORCL $CRWV
Manufacturing: $DELL $HPE $SMCI $SNX
Taiwan ODMs: Foxconn, Qua…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
InvestmentGuru — AI Trade Continues to Power Higher in Overnight Trading
The AI infrastructure and software rally is showing no signs of slowing down:
AI Server Makers
$DELL +3%
$IBM +13%
$HPE +9…↗
Jun 1
TheValueist — $NVDA $DELL $CRWV $ABBN SUPPLIER IDENTIFICATION SUMMARY
The photos and the post support 6 supplier/operator names with different confidence levels: Dell Technologies, NVIDIA, ABB,…↗
May 2026 · 145 mentions
May 31
Midas — Top stocks to buy according to Trump:
Remember he also called $DELL and $INTC early and they EXPLODED.↗
May 31
unusual_whales — Jim Cramer has said that Nvidia, $NVDA, is a clear winner from Dell’s, $DELL, monster quarter↗
May 31
Mike Investing — President Trump is undefeated in the stock market, & has made many generational callouts such as:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at $81 & is no…↗
May 31
Wolf Capital — Great minds think alike!
Wow you got really nice fills, I also played $TSSI because of $DELL ER.
A great tip is to scale out of your position in the AM liquidity rush.
Average…
TheValueist — $SMCI working. This piece takes too much work. Dude should have just got a $DELL https://t.co/hIfdD1rmU7↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 11
The Future Investors — 🔵 𝗟𝗮𝘆𝗲𝗿 𝟯: 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
AI runs inside massive data centers.
These systems connect, cool, and power thousands of chips.
Key companies:
$VRT | Vertiv
$ANET…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…
TheValueist — $DELL (Bloomberg) -- Dell Technologies forecast revenue for 2027; the guidance beat the average analyst estimate.
2027 YEAR FORECAST
Sees revenue $138 billion to $142 billion, esti…↗
Feb 21
The Future Investors — Get ready for a crazy week ahead — packed with earnings, with $NVDA as the absolute highlight 🔥
More earnings 📊👇
Monday: $HIMS
Tuesday: $AXON, $MELI, $FSLR, $TMDX
Wednesday: $S…↗
January 2026 · 1 mention
Jan 15
Nancy Pelosi Stock Tracker ♟ — Holy sell alert 🚨
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,…↗
November 2025 · 1 mention
Nov 22
The Future Investors — After another volatile week, the upcoming one will be much quieter on the earnings front because of Thanksgiving 🦃
What’s on the schedule?
Tuesday: $BABA, $NIO, $DELL, $WDAY
Thur…↗
October 2025 · 4 mentions
Oct 22
Ray Wang — The first time I heard about this was in September (but it was a rumor about $DELL and sovereign AI clients).
But the market is recognizing this recently. https://t.co/d61J7SLa04↗
Oct 8
Ray Wang — Link this post back to the recent development of $DELL and Wistron over the past 2 months.
"Based on my industry surveys, Oracle accounted for roughly 12% of global GB200 NVL72 s…↗
Oct 7
Ray Wang — Key Quotes from $DELL COO Jeff Clarke: "The company unveiled a “long-term financial framework” that calls for sales to rise at a rate of 7% to 9% annually for the next four years,…↗
Oct 3
Ray Wang — I think this note on $DELL should be quite true. The sentiment of this is at least alighed with data points and comments from Wistron and Wiwynn. As previously noted, the data poin…
September 2025 · 1 mention
Sep 4
Kerrisdale Capital — $PSTG’s core enterprise business is vulnerable: big competitors like $DELL, $HPE, and $NTAP have closed the gap on storage-as-a-service offerings, non-disruptive upgrades, and mana…↗
PhotonBull — Forgot to update this but $TSSI was up 20%
Not as much as $DELL, but I had call options on $TSSI as a proxy bet on $DELL
Very risky considering it being earnings and 1dte, but th…↗
May 31
Jose Najarro Stocks — $DELL $CRWV $NVDA
Vera Rubins are about to have tokens go BRRRRRRRRRR↗
Shay Boloor — $DELL delivered the world’s first $NVDA Vera Rubin NVL72 rack to $CRWV marking the first confirmed shipment of Nvidia’s next-gen AI rack system.
The system includes 72 Rubin GPUs,…↗
May 31
Wolf Capital — @PhotonBull Yeah this is just crazy, what’s even crazier is having weeklies before the earnings for a ridiculous 4000-10000%+ gain.. $DELL↗
May 31
PhotonBull — December 2nd, 2025:
Trump and Michael Dell, the founder and CEO of $DELL, announce a $6.25 billion charitable investment from the Dell family into the Trump accounts for Kids
Fas…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 31
Michael | Hypermarkets — Noone is focused on $HPE earnings this week.
In 1 month, $HPE spiked 125% from $20 → $45.
Earnings is exactly like $DELL:
• Revenue expected to surge 28% YoY to $9.77B one of th…↗
Ben Pouladian — The Neocloud Hypothesis Holds
Dell and CoreWeave have the first installed Vera Rubin NVL72 in the world!
Are you not entertained?
$crwv $dell $NVDA https://t.co/iGbz2SaiEC↗
May 30
tae kim — Wall Street earnings estimates were off by a mile .. actually by a light year. Just a few months ago $DELL traded at 12x a vastly understated forward consensus despite being best-i…↗
May 30
tae kim — The $DELL effect https://t.co/DiPZ3Rm0cX↗
May 30
NoLimit — Donald Trump called $INTC and $DELL before they took off.
He is now telling you the same thing about this stock: https://t.co/zHUmPof3SL↗
May 30
TheValueist — $NVDA $DELL $IBM $NOK I suspect a portfolio of Trump catalyst and J. Huang Capital Management picks (adding and subtracting names as announcements are made) would do pretty well un…↗
May 30
Michael | Hypermarkets — It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (…↗
May 30
Mike Investing — U.S. President Trump has literally told you what to buy, & has yet to miss.
Thus far he’s called:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at…↗
May 30
Wolf Capital — First $INTC , $DELL
$NOW we have a callout for $IBM !
Well this is going to turn into another trade for sure.
Earnings report is on July 22nd too, marking my calendar.↗
May 30
Wolf Capital — So you’re telling me $DELL crushed it after their earnings report MASSIVELY.
Well now I have my eyes on $AVGO reporting June 3 after market close.
I am not missing out on this.…↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
May 30
BULL OF BRITAIN — Random thoughts this week and stuff I’m looking at (market rundown kinda)
- Adding to $AAOI, $LPK and $SIVE
> Oversold from SaaS pivot (AAOI hitting 200DMA)
> Jensen “we need…↗
May 30
Dillon Valdez — Dell $DELL closed up about 33% after earnings.
The number that mattered most was not the EPS beat.
It was the AI server line.
Total revenue was $43.8B, up 88% YoY.
Infrastructu…↗
May 30
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 30
Jukan @COMPUTEX — What should we take away from Dell's earnings — and what upside is left for the company?
First: Dell delivered tremendous growth in general-purpose servers.
As we've argued all a…↗
May 30
tae kim — $DELL management comments on earnings call:
"Demand was stronger than we anticipated across all lines of businesses and geographies with customers moving decisively to secure sup…↗
May 30
tae kim — $DELL was a decent contrarian pick. Nvidia NVL72 AI server supercyle thesis. https://t.co/ntozanok0e↗
May 29
Mike Investing — President Trump quite literally just gave you a guide how to become rich off the stock market in 2026…
Last time he did this was with:
~ $INTC at $19 which ran +595% to $132+
~ $…↗
May 29
IvanaSPEAR — Tune in to Making Money with @cvpayne at 2PM on @FoxBusiness
We will cover:
▪️ $DELL earnings
▪️Power Semis
▪️Optics and InP demand https://t.co/ZulWk3MJOn↗
tae kim — 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…↗
May 29
Wolf Capital — @SPX_Mike Yeah after the trump card showing how powerful $DELL was really turned the jets on for $PLTR today. Of which I was too distracted! Lmao↗
TheValueist — The IV has exploded on some of these GAI infrastructure names. This is $MU $DELL 3m 25-delta call IV. I certainly feel like selling it. https://t.co/6NoSFFB6ZV↗
May 29
IvanaSPEAR — $DELL AI driving strength for traditional servers.
“Pipelines have never been healthier”
▪️Model Training Era orders from 2B ->12B
▪️ Agentic AI Era orders from 12B -> 3…↗
May 29
tae kim — YOU GET CAR! YOU GET A CAR! $DELL https://t.co/Ju0149EXk5↗
TheValueist — $NTAP now up greater percentage than $DELL on the day. https://t.co/EVI5brYQTp↗
May 29
Serenity — To be fair Trump did tell everyone to buy $DELL, multiple times this year.
He did go out and buy $1-$5M worth of Dell stock himself after all…
But should have seen this coming w…↗
May 29
Brad Gerstner — 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 p…↗
May 29
tae kim — 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…↗
May 29
Jason Luongo — $DELL just posted record earnings - $43.8B in revenue, up 88% YoY, and beat estimates by $8.4B.
AI server revenue hit $16.1B. Up 757% year over year. $24.4B in AI orders in a sing…↗
May 29
tae kim — 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…↗
May 29
KawzInvests 🦑 — $DELL reported $16.1B in AI server revenue, up 757% YoY, with $24.4B in new AI orders and a $51.3B backlog.
FY27 AI server guidance raised to roughly $60B. Demand still ramping...…↗
May 29
Michael | Hypermarkets — $NOW was at $225 before it crashed to $80.
It's probably going to 20x-40x in 2 years.
Remember, CEO $NVDA Jensen Huang and President Trump said buy it.
It's playing out exact…↗
May 29
Lawrence McDonald — Wall Street Research on $DELL -- Stock $436 Today
3 Months Ago
Buys: 23
Holds: 5
Sells: 2
"Price Target" $166
Today
Buys: 22
Holds: 8
Sells: 1
"Price Target" $317
*Bloomberg…↗
May 29
Michael | Hypermarkets — 2 years ago, I called out $ASTS at $2. Its up 6500% so far at $130.
My target at least $200+ when $SPCX IPOs.
Right now, $ORCL is the most obvious play. Its earnings is on June 1…↗
May 29
The Assembly — This is wild.
$DELL is up 40% pre-market and up 80% since Michael flagged it inside The Assembly.
Like we say, we have one goal: helping you become a better investor.
Not sellin…↗
May 29
JC Investing — Hey @grok you are now an insider, give me next weeks $DELL MAKE NO MISTAKES https://t.co/uc7WsLBVUt↗
May 29
The Future Investors — $DELL Dell +40% after reporting absolutely massive AI demand 🚀
AI-optimized server revenue surged from $1.9B to $16.1B in just one year.
That's +757% YoY growth 📈
AI server re…↗
BULL OF BRITAIN — Word for word
Bar for bar
Sometimes the path of least resistance is staring you in the face.
$DELL↗
May 29
rubicon59 — $DELL with blowout earnings and +40% AH. But strangely still looks attractively priced.↗
May 29
TheValueist — $DELL The comment is directionally right, but it is slightly incomplete. The key point is that Dell’s $60B FY27 AI server revenue guide does mathematically imply a lower quarterly…↗
May 29
Ben Pouladian — Dell COO Jeff Clarke on the call:
“three, four, five years, those discussions are underway. And it really is about access to supply because quite honestly, I can’t tell them what t…↗
May 29
Mike Investing — President Trump has gone undefeated in the stock market…
First he called $INTC at $19 which ran +594% to $132.
Next he called $DELL at $230 which ran +88% to $433.
Now he’s tell…↗
May 29
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
May 29
Vulture trades 🦅 — Comment “$DELL” for the next 10,000% potential play 👇↗
May 29
Vulture trades 🦅 — I found the next $DELL type play
A generational wealth opportunity…
Mark my words.
I found the next $GME $AMD $NVDA $PLTR $TSLA type play
10,000% potential play
Like + comme…↗
May 29
Shay Boloor — Michael Dell’s stake in $DELL is now worth ~$115B 😳 https://t.co/VB9Bo5b4EK↗
May 29
tae kim — $DELL up 39% in after hours https://t.co/4MMBcB9zEE↗
May 28
Kevin Maro — Here's why $PENG is skyrocketing after-hours:
$DELL just dropped the most bullish AI infrastructure print of the year.
- Record revenue of $43.8 billion, up 88%. $24.4 billion in…↗
May 28
Shay Boloor — $DELL UP NEARLY 40% AFTER DESTROYING THEIR EARNINGS https://t.co/qnBJhHxFZp↗
May 28
Cobra — Trump said go buy $DELL
Well I say otherwise I’ve only seen this setup 1 time in 6 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $DELL that made milliona…↗
May 28
Cobra — I found the next 8-10x set up 👀
Chart looks just like $DELL that I predicted and went 1600% today …
I’m going to send it to a few people that like this tweet and comment “10x”…↗
May 28
TheValueist — $DELL KEY READ-THROUGHS FROM DELL TECHNOLOGIES Q1 FY2027 EARNINGS CALL
Dell’s Q1 FY2027 earnings call was a broad cross-market confirmation that AI infrastructure demand is no lon…↗
May 28
TheValueist — $DELL EXECUTIVE CALL SUMMARY: Dell Technologies (05/28/26)
Dell delivered an unusually large Q1 FY27 upside event across revenue, EPS, AI server bookings, traditional server deman…↗
May 28
PhotonBull — This guy perfectly called the $DELL setup after seeing $INTC
He also bought $ASTS at $2.56
And you are not following him yet?↗
May 28
amit — $DELL
i don't think we will ever have a president who buys a stock and literally tells you after that you should buy it
it started with the "its a great time to buy" post in Apr…↗
May 28
Wolf Capital — It's not everyday where I predict something, it happens, and I have no position in it. But today is that day! $DELL $INTC -_-↗
PhotonBull — This guy just hit a 60x on an options trade on $DELL
Why am I still buying common shares when Trump is giving us a guaranteed banger??↗
May 28
Wolf Capital — Whelp, missed calls on this 😂 but I got a little of the next best thing! $TSSI $DELL↗
May 28
unusual_whales — Breaking: Dell is soaring after hours on strong earnings
It’s up +65% since Trump said “go buy a Dell computer”
And now up ~+66% since $DELL was added to our Trump Tracker on Aut…↗
May 28
CK Capital — At this point it might be time to just fullport whatever Trump says to buy. $DELL
This dude doesn’t miss. https://t.co/ojIy3w30E1↗
May 28
The Assembly — This is insane.
May 8th, Donald Trump said "Go out and buy a Dell, they're great."
$DELL is currently up 29% after hours after reporting stronger than expected earnings.
That pu…↗
May 28
tae kim — In December, just six months ago, $DELL was trading at just 12 times forward consensus (numbers they would BLOW OUT OF THE WATER). Now they are growing revenue at 88% y/y. https://…↗
May 28
PhotonBull — $DELL is up 3x YTD
After seeing Trump's $INTC thesis play out this might have been the most obvious long in the market
Go buy a dell https://t.co/i0OWnJ8kVw↗
May 28
amit — $DELL
- beat revenues by $8B
- raised FY guide by $10B
- beat EPS by 68%
- raised FY EPS guide by 25%
The AI buildout continues.
+30% https://t.co/Op4th77rBP↗
May 28
mon — Trump: "Go out and buy a $Dell".
Stock up 28.75% After Hours. 🤯
When Trump tells you to buy a stock, you buy it. https://t.co/5d99BWaUU2↗
May 28
Lando — Just got done with work, drove home, and realized $DELL is up 30%
WTF!!↗
May 28
tae kim — $DELL up 32% now. LOL. https://t.co/kl9SXO7tYw↗
May 28
TheValueist — $DELL (Bloomberg) -- (Updates with shares, adds metrics.)
Dell Technologies rose as much as 20% in extended New York trading after the Texas-based company raised both its full yea…↗
Nancy Pelosi Stock Tracker ♟ — Stop overthinking what stocks to buy
$DELL crushed their earnings and is up +16% now
Take a look at the recent activity:
• Trump bought up to $5,000,000 in $DELL on Feb 10th
• T…↗
May 28
tae kim — My Substack was right on CPU stocks before Wall Street. My Substack was right on HBM memory stocks. And I am right on $DELL
Dell BLOWS AWAY NUMBERS! OUT OF THE BALL PARK. My Subs…↗
May 28
PhotonBull — Very impressive $DELL earnings
Trump signal never fails
Curious to see how $TSSI reacts tomorrow given their connection↗
May 28
Shay Boloor — $DELL CRUSHED THEIR Q1 EARNINGS
• Revenue $43.8B vs Est. $34.8B
• EPS $4.86 vs Est. $2.88
• AI Server Sales: $16.1B (+757% YoY)
FY27 Guidance
• Revenue $167B vs Est. $144B
• EPS…↗
May 28
TheValueist — This $SMCI turning into a banger. Up ~14% today. $DELL catch up trade. In Charles we trust, but they are still clowns to even need to make this announcement.
Supermicro Collaborat…↗
May 28
The Future Investors — $DELL Dell secured a $9.7B, 5-year Pentagon contract to provide Microsoft software and cloud services to the U.S. military. The deal comes after CEO Michael Dell pledged $6.25B las…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
TheValueist — $DELL (Dow Jones) -- Dell Technologies received a $9.69 billion contract from the Pentagon.
The award is a firm-fixed-price blanket purchase agreement to streamline and consolidat…↗
May 27
unusual_whales — BREAKING: Look at this.
$DELL just won a five-year $9.7 billion Pentagon software agreement for the US military.
But Trump also bought $DELL.
He bought multiple times since Febr…↗
May 27
Shay Boloor — $DELL won a five-year ~$9.7B Pentagon agreement to provide $MSFT enterprise software across the U.S. military. https://t.co/R0cdj52jGE↗
May 27
Nancy Pelosi Stock Tracker ♟ — This is why we do it ✍️
Dell was just awarded a 5-year, $9.7B contract with the Pentagon to provide software across the U.S. military
Not even 3 weeks after President Trump talke…↗
May 27
Lando — I know this isn’t related to $IREN, but it sounds all too familiar $DELL $MSFT↗
May 27
Shay Boloor — $IREN just broke above $65 after raising its ARR guide from $3.7B to $4.4B.
The move follows a $1.6B $DELL agreement for air-cooled Blackwell AI systems at its Texas centers. http…↗
May 27
The Future Investors — $IREN $DELL IREN signed a $1.6B deal with Dell Technologies for air-cooled Blackwell AI systems to expand its Texas data center capacity and support its previously announced $3.4B…↗
May 26
Lando — I was right btw $DELL x $IREN https://t.co/E456eiyem1↗
May 26
Shay Boloor — $IREN signed a $1.6B purchase agreement with $DELL for air-cooled Blackwell systems at its Texas data centers.
The systems support IREN’s 5-year, $3.4B AI cloud contract and could…↗
May 25
Michael | Hypermarkets — Ordinary people will be millionaires in 2030 by doing nothing.
Trump is telling everyone what to buy:
$INTC at $20 → $140 then $300
$DELL at $200 → $300 then $500
$NOW at $80 → $…↗
May 23
Michael | Hypermarkets — Pay attention, President Trump telling you to buy and hold $MU.
Last year, he said to buy $INTC at $20. It’s going to be 1000% winner.
This week he said to buy $DELL, $NOW, $ORCL…↗
May 22
KawzInvests 🦑 — Also wanted to add a point I don't see highlighted enough on $NOK.
Nokia is Nscale's preferred networking partner for their entire global data center buildout. Every site on the m…↗
May 22
Michael Sikand 🦑 — Morgan Stanley's new research on AI racks has $DELL trading like it's a penny stock.
They modeled the next gen VR200 NVL72 rack at $7.8M per rack. That's up 95% from the $4M GB300…↗
May 22
Nancy Pelosi Stock Tracker ♟ — S/O @unusual_whales for recently launching the new Trump Personal Portfolio on Autopilot
$DELL is one of it's top holdings
Find the full portfolio + connect your broker to trade…↗
May 22
Jukan @COMPUTEX — Dell is up a lot today…
Dell has significant growth potential thanks to CPUs.
CPU servers for Agentic AI share many components with general-purpose servers, but come with a highe…↗
May 22
The Future Investors — Next week brings another round of very interesting earnings 🗓️👀
Tuesday: $ZS
Wednesday: $MRVL, $CRM, $SNOW, $SNPS
Thursday: $DELL, $MDB
Which one are you looking forward to the…↗
May 22
tae kim — A few months ago many people made fun of me for being bullish on $DELL WELP https://t.co/gcurNDqj0q↗
May 21
KawzInvests 🦑 — $NOK is turning cell towers into mini data center nodes by installing $NVDA GPUs directly into its AI-RAN base stations.
A factory robot cannot wait 200 milliseconds for a cloud s…↗
May 20
tae kim — Bernstein raises $DELL PT: "Dell is our more preferred beneficiary, given its scale, financing capacity, and robustsupport/services across the AI infrastructure. We consider Dell t…↗
May 19
Shay Boloor — $PLTR and $DELL are bringing Palantir Foundry on-prem through Dell AI Factory.
The bigger idea is turning siloed enterprise and sovereign data into a governed “business API” for A…↗
May 19
Shay Boloor — $IREN CEO Dan Roberts says the company is partnering with $NVDA and $DELL to build an AI compute ecosystem from land, steel and power all the way to the end customer. https://t.co/…↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
May 18
Cobra — Trump said go buy $DELL I say don’t
Well I say otherwise I’ve only seen this setup 1 time in 6 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $DELL that m…↗
May 18
mon — $NVDA + $IREN + $DELL = 🚀
Great things are coming.
It's only a matter of time.↗
May 18
The Future Investors — Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇
$NVDA $DELL $MU $HXSCL https://t.co/SGcfvRdgBA↗
May 18
Shay Boloor — $NVDA CEO Jensen Huang and $DELL CEO Michael Dell discussed the biggest AI supply chain constraint right now.
They also broke down the future of AI agents as digital workers insid…↗
May 18
Shay Boloor — @danielnewmanUV @MichaelDell This $DELL interview is going to be a must-listen 👊↗
May 18
The Future Investors — $DELL Dell unveiled major updates at Dell Technologies World 2026 🤖🚀
🔹 Expanded its enterprise AI Factory with NVIDIA
🔹 Launched "Deskside Agentic AI" for local/on-premise AI…↗
May 18
Shay Boloor — $IREN takes over The Sphere in Las Vegas for $DELL World. https://t.co/8BPhFeB3y4↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 17
Serenity — @vz921 They have low P/S ratios because it's an $SMCI $DELL $FLNC type integrator.
Then they just throw in photonic memory when they build the appliance around it, then compare i…↗
May 16
CK Capital — If someone told you there was a $2.5 billion company partnered with $NVDA, $AMD, $INTC, $DELL, and SK Hynix you would think the market cap would be crazy high, but it’s not.
That…↗
May 15
unusual_whales — BREAKING: Yesterday Donald Trump filed his entire personal stock portfolio
So we recreated his top 20 holdings and launched it on Autopilot for the world to invest alongside
Here…↗
May 15
Mike Investing — Earlier today President Trump revealed his Stock Purchases for 2026…
There were over 3,600+ transactions and revealed $1M+ positions in these stocks:
$NVDA, $NOW, $ADBE, $ORCL, $…↗
May 14
unusual_whales — You can see his purchases of $DELL right on Unusual Whales.
$1 million to $5 million purchase on 02/10, then another 15k - 50k in March.
See it here: https://t.co/e9bnW7BdAt htt…↗
May 14
unusual_whales — BREAKING: This is unusual.
The market dipped after the Iran War started.
But then Trump bought millions of stocks, including in $AAPL, $NVDA, $DELL, $ADBE, and much more.
He con…↗
May 14
unusual_whales — BREAKING: Look at this.
Trump bought $DELL.
He bought multiple times since February 10th, up to more than $5,000,000.
On May 8th, he said: "Go out and buy a Dell."
He owned mil…↗
May 14
Nancy Pelosi Stock Tracker ♟ — Breaking: Trump owned DELL the entire time
On May 8th, Trump said "Go out and buy a Dell, they're great"
$DELL jumped 12% that day
What he didn't mention:
• He had already bough…↗
May 14
Shay Boloor — President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.
The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW…↗
May 12
Cobra — Trump said go buy $DELL
Well I say otherwise I’ve only seen this setup 1 time in 6 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $MU that made millionair…↗
May 11
BULL OF BRITAIN — " $NVDA'S HUANG & $DELL CEO TO DELIVER KEYNOTE MONDAY MAY 18 AT DELL EVENT"
This market is so fucking easy↗
May 11
JC Investing — Trump gave you $INTC (+460%)
Now he’s giving you
$PLTR at $137
$DELL at $260
Don’t miss out again https://t.co/CPGBUirE17↗
May 10
Cobra — Trump said go buy $DELL
Well I say otherwise I’ve only seen this setup 1 time in 6 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $DELL that made milliona…↗
Wolf Capital — $INTC (left) constantly step ladder pumping after earnings + trump yapping about it.
Now we have $DELL (right) with huge volume last friday after the next trump yap.
I think we’…↗
May 10
Wolf Capital — Trump casually name-dropping tickers and the market actually listens?
Past calls on $INTC, $TMQ, $LAC went nuclear (500%? lmao). Now he’s hyping $DELL @ $260 and $PLTR @ $130.
Yo…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
BULL OF BRITAIN — Isn't it extrememly obvious with the news that Trump brokered the deal between $AAPL and $INTC.
That he is going to do the exact same bagwork for $DELL?
I am personally going t…↗
May 8
mon — Great day overall.
> $IREN ended the day +7.65%. +100M volume. 🔥
> While $CRWV -11%. $NBIS -4%. $WULF -2%.
> Trump just said - "Go out and buy a $DELL ". 🧐
> $RKLB +34% Congrats…↗
May 8
Nancy Pelosi Stock Tracker ♟ — Trump: "Go out and buy a Dell, they're great"
$DELL is up 12% today https://t.co/YIGE8X6tR5↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
mon — Hardware the new Software.
From 2023 to mid-2025 they basically moved together. Then hardware completely detached, running up nearly 5x from the 2023 baseline while software pulle…↗
Apr 14
InvestmentGuru — Overnight movers are telling a clear story of where momentum is flowing right now. $SNDK continues its explosive run, adding another 3% and pushing its YTD gain beyond 300% — a rem…↗
Apr 9
KawzInvests 🦑 — Nvidia paid $6.01 per share for 2.9% of $NOK in October. Nokia is now at $9.55
I was at GTC and met with some of the Nokia exec team. What they described changes how you think abo…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗