$DELL mention timeline

Dell Technologies. Every tracked FinTwit mention of $DELL, newest first. 321 mentions since the first on Sep 4, 2025. See the price chart.

July 2026 · 22 mentions

Jul 16
Michael | Hypermarkets — The AI "bubble" already popped. Average drawdown: -42% from peaks so far: 🔴 NuScale $SMR -85% 🔴 Oklo $OKLO -76% 🔴 Redwire $RDW -69% 🔴 Navitas $NVTS -63% 🔴 Oracle $ORCL -62% �…↗
Jul 16
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN Here's the list: US Steel $X Tesla $TSLA GE A…↗
Jul 16
Midas — Here's what he bought in the last year from @asymmetrix_xyz, which tracks insiders like Trump: $NOK $PLTR $AAPL $MP $ORCL $HOOD $IBM $INTC $DELL $NOW $MU $ONDS Follow me for mor…↗
Jul 15
NoLimit — Lol $DELL, from $460 to $405 in less than two hours. https://t.co/WcQROkOrW6↗
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+ These are $IBM CEO exact words: "In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Jul 11
Alex A.C. — First was $NVDA Jensen, after was Phison CEO, $DELL CEO, the $MU CEO.... and more recently the SK hynix Group CEO.... not to mention the myriad of Investing Firms, most notably Nom…↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +707% 2. $PENG +301% 3. $AEHR +260% 4. $AXTI +250% 5. $DELL +245% 6. $AAOI +244% 7. $MU +243% 8. $WDC +238% 9. $INTC +198% 10. $ARM…↗
Jul 10
Mike Investing — The literal U.S. President has been telling you what to buy, & doing so with a 100% accuracy. His most recent callouts include: $INTC at $19 which is up +590% $DELL at $240 which…↗
Jul 9
Antonio Costa — $DELL Setting up for new all time highs https://t.co/Sf1YPmFfJK↗
Jul 8
Midas — Buy what Trump is buying and you will make generational wealth. Here's what he bought in the last year: $NOK $PLTR $AAPL $MP $ORCL $HOOD $IBM $INTC $DELL $NOW $MU $ONDS↗
Jul 8
Midas — Trump has been allegedly pumping stocks like $DELL, $MU, $INTC, and $NVDA everyday. Now he has bought $25M of this AI bottleneck stock and almost no one knows about it. Here's…↗
Jul 8
Mike Investing — President Trump has already called out: $INTC at $19 which ran +590% $IBM at $203 which ran +63% $NOW at $81 which ran +71% Now he’s telling you to buy: $PLTR at $132 $DELL at $…↗
Jul 8
Wayne Liang — $WYFI anchor just got a lot stronger, and it seems like the market hasn't caught wind of it yet? Nscale just closed a $900M credit facility (confirmed a few hours ago) syndicated…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️ HYPERSCALE & CLOUD $AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale $MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 8
Michael | Hypermarkets — Remember, President Trump owns 20% equities in his portfolio and 6.5% crypto. He wants the stock market to go up and he is buying dips. You need to also buy dips on these 5 stoc…↗
Jul 7
Michael | Hypermarkets — President Trump invested millions in this company, but has never mentioned it: $AVGO — Broadcom. His financial disclosure shows Broadcom held across multiple accounts, with one p…↗
Jul 7
Michael | Hypermarkets — President Trump pumps $DELL, $NVDA and $MU everyday. He owns up to $25M of this AI company and never once talked about it. No one knows what this stock is except me:↗
Jul 6
unusual_whales — Trump: "Go out and buy a Dell. $DELL."↗
Jul 6
Antonio Costa — $DELL Bullish consolidation. https://t.co/uYXzsWtDIU↗
Jul 6
Shay Boloor — $DELL is up nearly 5% after President Trump again praised Michael Dell’s Trump Accounts donation and told people to “go buy a Dell computer.” Trump also said “we will find a way t…↗
Jul 4
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +635% 2. $AAOI +247% 3. $AEHR +247% 4. $AXTI +246% 5. $MU +242% 6. $INTC +226% 7. $PENG +214% 8. $DELL +213% 9. $WDC +213% 10. $TWS…↗
Jul 2
Damnang2 — AI related stocks, including semiconductors, fell sharply today after reports that Meta plans to sell its excess AI compute capacity to external customers. Was the market reaction…↗

June 2026 · 63 mentions

Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅ Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅ Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected 🔴 Beat estimat…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation. The top performers of 2026 aren’t random. They’re a roadmap. Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 27
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +781% 2. $AEHR +355% 3. $AXTI +329% 4. $MU +297% 5. $AAOI +289% 6. $INTC +248% 7. $WDC +240% 8. $PENG +218% 9. $TWST +215% 10. $MRV…↗
Jun 25
unusual_whales

May 2026 · 152 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…

April 2026 · 24 mentions

Apr 24
Vulture trades 🦅 — $DELL 1.80 from 1.35 wow↗
Apr 24
Cobra — $DELL UP 30%+ 🐍🚨↗
Apr 24
Vulture trades 🦅 — $DELL 270 Call 5/15 here 🚨↗
Apr 24
Vulture trades 🦅 — High Confidence Swing 🚨 $DELL 270 Call 5/15 at 1.05↗

March 2026 · 14 mentions

Mar 25
unusual_whales — Updates on some of yesterday's large options flows: Yesterday's $ASTS 95c 4/17 flows look to have been closed out at the open for more than a 100% gainer. $DELL with several cal…↗
Mar 25
TheValueist — $SMCI working. This piece takes too much work. Dude should have just got a $DELL https://t.co/hIfdD1rmU7↗
Mar 20
シバイヌおやびん（投資系VTuber） — テクニカルが示すのは、まだ強気になるのは早い。注視を続けるべき。でも株を全部売るほどでもない。一部のハイテクに強さを感じるのは事実で、やっぱAIインフラはファンダが強いなという印象。特に $MU $SNDK $STX $WDC $DELL あたり。↗
Mar 20
Serenity — @ScroogeCap Yep, $DELL is a large beneficiary! Their stock price is already up 22% YTD.

February 2026 · 9 mentions

Feb 28
Trade Whisperer — $DELL is a trade, not a marriage. Ride it, don't fall in love with it. Volume node + (W) BLUE candle = Always a Launch 🚀 270+ Daily BLUE Candle Alerts. Free Trial: https://t.co/Z…↗
Feb 27
InvestmentGuru — $DELL and $NFLX only strong looking stocks today↗
Feb 27
TheValueist — $DELL EXECUTIVE CALL SUMMARY: (Dell Technologies Inc, 02/26/26) Dell’s fiscal Q4 2026 earnings call materially reset the near-term growth profile around AI-optimized servers, with…↗
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex. Here's how that money flows through every layer of the AI stack: Compute: GPUs and Accelerators $NVDA - Blackwell shipping now, Rubi…

January 2026 · 17 mentions

Jan 26
Shay Boloor — THE AI STORAGE STACK • $ORCL uses flash storage to speed up cloud databases • $DELL sells all-flash storage systems to large enterprises • $AMZN deploys SSDs at scale across AWS i…↗
Jan 17
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰 Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 17
unusual_whales — To get $DELL updates, subscribe to Unusual Whales. You can get news and stock info. See more: https://t.co/8xZM4oESOl↗
Jan 16
シバイヌおやびん（投資系VTuber） — " $OSS のポジションを持ち始めました。普段は滅多に言いませんが、これはエキサイティングです。時価総額1億5500万ドルの、ドローン群、ゴースト・フリート、無人水上艇（USV）、エッジAIを展開する米国国防総省の契約業者を、市場は完全に見落としていました。そして、 $AVAV や他社にプレミアムをもたらしたベネズエラ侵攻への $OSS の関与…

December 2025 · 13 mentions

Dec 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026 AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough. The ecosystem breaks do…↗
Dec 30
Trade Whisperer — 🟦 Over 250 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰 Join our community on…↗
Dec 27
Trade Whisperer — Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰 Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Dec 25
Trade Whisperer

November 2025 · 2 mentions

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…↗
Nov 13
Ben Pouladian — Winners: $NVDA grabbing control with standardized L10 trays on VR200 and GB300, ODM killers like Hon Hai/Wistron/Quanta, power giants riding a 64 percent CAGR, and cooling players…↗

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…↗

— BREAKING: Dell, $DELL, is changing its legal home to Texas.

Jun 25

Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are. $AEHR Jul 21 $ASML Jul 15 blockstack:native Jul 16 $TSM Jul 16 $TE Aug 18 $INTC Jul 23 $AMKR Jul 27 $GEV Jul 29…↗

Jun 24

Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure. It's revenue increased 346% in 1 year. Here's 20 AI bottleneck stocks to buy: Memory / Storage 1. $MU — HBM monopoly w/ SK…↗

Jun 23

TheValueist — $DELL Dell: The AI Infrastructure Execution Playbook. Investment Thesis. New: 6/23/26. Dell Technologies has experienced a genuine financial inflection driven by AI server demand,…↗

Jun 22

Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220. It will 3x-5x after its earnings on June 24. These 12 companies have parternships with $MU: 1. $ASML – Sells EUV lithograp…↗

Jun 22

Shay Boloor — $DELL unveiled its PowerEdge XE8812 AI server built on $NVDA Vera Rubin NVL144 architecture for large-scale AI and HPC workloads. The system scales to 144 GPUs per rack with liqui…↗

Jun 21

The Future Investors — The Future Investors presents the 20 largest founder-led companies where the founder is still the CEO 👨‍💼✨ 1. $NVDA | Nvidia - $5.10T 2. $SPCX | SpaceX - $2.44T 3. $META | Meta…↗

Jun 21

InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD The Companies Building the Backbone of the AI Revolution Tier 1 — Core Compounders The foundation of AI infrastructure and the highest-convic…↗

Jun 20

Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher... 1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗

Jun 19

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +820% 2. $AEHR +471% 3. $AXTI +417% 4. $AAOI +364% 5. $WDC +333% 6. $ARM +302% 7. $MU +297% 8. $BE +278% 9. $MRVL +265% 10. $INTC +…↗

Jun 16

mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗

Jun 13

Jun 13

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +734% 2. $AXTI +494% 3. $AEHR +437% 4. $AAOI +385% 5. $DOCN +254% 6. $ARM +248% 7. $MU +244% 8. $INTC +238% 9. $MRVL +229% 10. $NVT…↗

Jun 12

Alphatica — ROTATION SCANNER | June 12, 2026 4.3% spread. The narrowest of the series. Nearly everything green. $XLB leads. $IGV still red. SpaceX IPO day. Leader: $XLB (Materials) +1.6% Lag…↗

Jun 11

mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand. Keep in mind that Fable 5 and GP…↗

Jun 10

Michael | Hypermarkets — Exactly 1 year from now, you're a millionaire by doing only 1 thing in June: 1. Realize $MU earnings is on June 24. 2. $MU is still undervalued and going lower. 3. You add $MU whe…↗

Jun 10

Jun 9

Jason Luongo — 5. $DELL - Dell Technologies Jensen made a surprise appearance at Dell Technologies World on May 18 and said demand is "going parabolic, utterly parabolic." They unveiled Dell AI…↗

Jun 9

Michael | Hypermarkets — 2 years ago, I called out $IONQ at $7 it spiked 1000% to $70+ This year, President Trump put $2 billion on more quantum stocks. Here's 6 stocks exactly like $IONQ: 1. $RGTI — Ri…↗

Jun 9

Michael | Hypermarkets — $SPY already broke under 20SMA at $746 and today retested it. It failed again. It will need to defend this $730-$732 area this week. CPI is on Wednesday and so is $ORLC earning.…↗

Jun 8

Alphatica — ROTATION SCANNER | June 8, 2026 $SOXX +7.1%. The largest semiconductor move in this series history. Friday: -6.5%. A 13.6% swing. Leader: $SOXX (Semiconductors) +7.1% Laggard: $X…↗

Jun 8

Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026 $SPY crash continuation or massive reversal 1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027 2. $M…↗

Jun 7

Shay Boloor — “The market is in such a bubble.” Yet here are the 2027 earnings multiples for some of the largest companies in the world: • $ORCL ~26x • $AMZN ~25x • $GOOGL ~25x • $MSFT ~22x •…↗

Jun 7

Michael | Hypermarkets — In Taipei, CEO $NVDA Jensen Huang says $MU is the biggest bottleneck in AI. Elon Musk and $DELL agrees with him. Trump even said to buy $MU stock. Here's 4 obvious plays to buy…↗

Jun 7

Jun 6

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +557% 2. $AXTI +445% 3. $AAOI +408% 4. $AEHR +388% 5. $DOCN +253% 6. $NVTS +251% 7. $ARM +214% 8. $DELL +214% 9. $MRVL +210% 10. $B…↗

Jun 6

Michael | Hypermarkets — President Trump buying AI companies again. Last time this happened, $INTC $20 → $130 up 650% $DELL $235 → $470 up 200% $MU $320 → $1100 up 350% $IBM $220 → $330 up 150% This tim…↗

Jun 6

Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked. It's going to crash at least 10% soon. I'm adding these gems for 10x swing play: (stocks returns yesterday vs past year) 1. $AMD…↗

Jun 5

Alphatica — ROTATION SCANNER | June 5, 2026 $SOXX -6.5%. $SLV -7.1%. $TAN -7.3%. $XLP +1.7%. Consumer staples leads. The market hides in cereal and toothpaste. Leader: $XLP (Consumer Staples…↗

Jun 5

InvestmentGuru — This is the signal that matters. When one of the world’s most profitable quant trading firms — generating over $10B in quarterly trading revenue — decides cloud isn’t sufficient an…↗

Jun 5

InvestmentGuru — 5 Q1 Earnings WINNERS Worth Watching The market rewarded results this season. Here’s why these 5 stand out beyond the headline beats ➡️ $DELL — AI server demand is a structural…↗

Jun 4

Michael Sikand 🦑 — $DELL is Trump's favorite stock $MRVL is Jensen's. You know there's a $3.6B🐧working with both of them, right?↗

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

Alphatica — ROTATION SCANNER | June 3, 2026 $IGV -4.0%. Four days. The $DELL rally is gone. $SOXX +1.3%. $AVGO reports tonight. Leader: $USO (Oil) +2.4% Laggard: $IGV (Software) -4.0% Spread…↗

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

Alphatica — ROTATION SCANNER | June 2, 2026 $SOXX +4.9%. $IGV -3.3%. $XBI -3.9%. The hardware/software split flipped. Again. Leader: $SOXX (Semiconductors) +4.9% Laggard: $XBI (Biotech) -3.9…↗

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…↗

Jun 1

シバイヌおやびん（投資系VTuber） — $DELL $HPE の業績が良いということは、 $NVDA $MU $TSM あたりはさらに良いってこと。↗

Jun 1

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…↗

Jun 1

rubicon59 — Mucho updido still $DELL↗

Jun 1

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…↗

Jun 1

シバイヌおやびん（投資系VTuber） — 日記書きました。 $NVDA $DELL DELL決算が好調、NVIDIAがPC市場に参入｜シバイヌおやびん（投資系VTuber） @yasutaketin https://t.co/qYu08d7uHG https://t.co/OZwAtG4ARR↗

Jun 1

シバイヌおやびん（投資系VTuber） — $DELL 2027 Q1 決算まとめ・売上高：438億ドル（予想約412億ドル、前年比+88%）・調整後EPS：4.86ドル（予想2.74ドル、前年比+214%）・営業CF：40.8億ドル・FCF：31.2億ドル・AIサーバー売上：161億ドル・AI受注額：244億ドル・AI受注残（バックログ）：513億ドル・AIサーバー年間売上見通し…↗

Jun 1

Tigris 会讲课教授是好老师 — 大摩这种卖方顶级投行，坚持认错也不要脸的，破天荒发布公开认错“我们这次判断错了”，对于 $DELL 的减持评级，以及170目标价。一直不要脸的都认错，为什么？而且我看了认错的理由，也继续很愚蠢的没有看到真正的认错的理由。看不懂就是看不懂，难道大摩的分析师都是体育老师DEI毕业？应该学习 ⬇️↗

Jun 1

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 31

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↗

May 31

Shay Boloor — $DELL entering the year: • FY27 revenue estimates were ~$125B • AI-optimized servers ~$50B (+100% YoY) $DELL today: • FY27 revenue estimates are ~$167B • AI-optimized servers ~$…↗

May 31

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…↗

May 31

シバイヌおやびん（投資系VTuber） — Windows版Mac Mini代替物があれば、ある程度売れるだろうとは思うけど。 $DELL とかだって狙うはず。↗

May 31

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↗

May 29

Shay Boloor — BEST-PERFORMING S&P 500 STOCKS OF 2026 1. $SNDK +609% 2. $MU +238% 3. $DELL +224% 4. $INTC +221% https://t.co/CLyTI1fOTA↗

May 29

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

Alphatica — ROTATION SCANNER | May 29, 2026 | Week 12 $IGV +5.3%. The largest software move in our scanners history. $DELL +33%. Gold +1.5%. 7.0% spread. Leader: $IGV (Software) +5.3% Laggar…↗

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↗

May 29

KawzInvests 🦑 — @pennycheck W's in the chat $DELL↗

May 29

Alphatica — MORNING INTERNALS | 11:02 AM ET Nine straight weeks. Indexes green. Breadth negative. The divergence returns. Dow +0.64%. S&P +0.26%. Nasdaq +0.21%. All three green. The S&P is o…↗

May 29

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↗

May 29

Cobra — $LOGI lagging behind $DELL↗

May 29

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…↗

May 29

Tigris 会讲课教授是好老师 — $DELL 这种幅度的暴涨超过40%，当然是市场共识被完全超越在哪里？下面是完整的解读姿势市场普遍解读是AI服务器收入超预期原因，实际上AI服务器组装不挣钱，也就低中个位数利润率，以往AI 服务器收入越高，越可能稀释利润率。但为何毛利率降，结果营业利润率上去？这个秘密就在于…… Dell不再是组装服务器的苦逼生意…… 而是AI服务器虽然因为芯片成…↗

May 29

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 -_-↗

May 28

TheValueist — $MU $SNDK $ARM $INTC $AMD $DELL Very bullish. https://t.co/DqiLv7Sjxz↗

May 28

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…↗

May 28

tae kim — $DELL lol https://t.co/qzlownKPp3↗

May 28

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

Alphatica — @Apo__strophe @peppe_francoo No coverage on $DELL today. Options sentiment is neutral though heading into the print.↗

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

Alphatica — JUST IN: Dell Technologies wins $9.7B Pentagon contract to help US Military handle Microsoft licenses. Symbols: DELL-US Time: May 27, 2026 6:00 PM EST Category: NEWS Dell Fe…↗

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

Alphatica — 🚨🚨JUST IN: IREN enters into a purchase agreement for air-cooled Blackwell systems with Dell for ~$1.6B ($59.78, 0.00) IREN Limited announced it has entered into a purchase agree…↗

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 24

Alphatica — The week ahead has one day that matters. Thursday, May 28. Before the open: Core PCE, GDP first revision, personal spending, personal income, durable orders, new home sales, and…↗

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

Lando — $IREN bears, tell me how this is bearish 🤣 ft. $NVDA $DELL https://t.co/o1HSjVrCNF↗

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…↗