DELL

Dell: A Detailed Look At Its Q1 Results (Archive, Full Access)

AI server boom, easing memory costs, and PC refresh make Dell's upside compelling.

Dell: The Stock Is Pricey But I'm Still Dipping Into The Buys (Archive)

Dell leads AI server OEM with $50B guided revenue and a clean multi-year technical breakout.

Dell: Why It's Not A Buy Despite A $43 Billion AI Backlog (Archive, Full Access)

Explosive AI demand meets fair valuation and looming PC and margin headwinds.

Dell: It's Not Too Late To Buy (Archive)

Dell’s AI server boom and PC refresh tailwinds can drive further growth despite valuation risk.

Dell: Buy Now To Ride Its Growth And Margin Tailwinds (Archive)

Riding Dell’s powerful AI server growth and expanding higher-margin infrastructure mix.

Dell: Shrinking Backlog And Margin Pressures (Archive)

Shrinking backlog, rising competition, and lower-margin AI servers threaten Dell’s profitability.