Dell: $95B Backlog And A New Blowout FY27 Guide (NYSE:DELL)
· seekingalpha.com
Dell’s Q2 FY27 earnings: huge FY27 sales guide raise, ISG margin surge, and AI backlog to $95B. Click for more on DELL stock.
Thematic. Top down. I often find the theme before I find the stock. My philosophy is that themes are often born quiet and die loud. I try to catch them while th...