Dell Q2: $51.3 Billion In Backlog; Now Show Me The Profits (NYSE:DELL)
· seekingalpha.com
Neutral outlook ahead of earnings: AI backlog and orders are strong, but watch ISG margins and FY27 guidance. 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...