'Go Out And Buy A Dell' - Turns Out, The Man Had A Point

Dell raised FY27 guidance by $27 billion in revenue and nearly $5 in EPS, driven by explosive AI server demand. AI server revenue surged 757% year over year, underscoring a major fundamental inflection. The stock is up 32% after the print, though the author is not adding to the position.

Analysis

Dell raised FY27 guidance by $27 billion in revenue and nearly $5 in EPS, driven by explosive AI server demand. AI server revenue surged 757% year over year, underscoring a major fundamental inflection. The stock is up 32% after the print, though the author is not adding to the position.