Dell: Count Your Blessings And Sell The FOMO Rally (NYSE:DELL)

· seekingalpha.com

Dell (DELL) surged 33% post-Q1'27 earnings, driven by explosive demand for AI-optimized servers and record Infrastructure Solutions Group performance.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of SMCI either through stock ownership, options, or other derivatives. I wrote this a...


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