but over promising on the guidance for next quarter.
Let's see how long the pump and dump lasts ...
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The market clearly disagrees with you.
No one is buying the "oh for sure next quarter will be blockbusters once we get our hands on gpus"
Dell is struggling to sell these servers quickly due to a significant backlog in GPU supply. However, they're planning to collaborate with Nvidia and potentially leverage connections through Trump-affiliated channels to address the issue. The GPU backlog is estimated to be worth tens of billions of dollars, with some companies experiencing delays amounting to as much as $500 million. Despite these challenges, Dell has sufficient financial resources to retain all of its employees on the payroll, should it choose to do so. Dell will be fine—it's the people working there that I’m really worried about.
The more they lay off, the more the street likes them.
Overpromise then underdeliver seems to be the Dell mantra.
The 'backlog' should have been real the last 18 months during this AI frenzy.
@OP the ai backlog is real. It is going to take a while to build and ship all that product.
Up 1% after hours now.
lol. the pump is fooling no one.
we missed by 8% during the supposed AI bo-m!
yes. we missed. AND they are pumping up hope up for next quarter.
AFH is dropping to +3% now. Will be red tomorrow.
Stock is skyrocketing after the beginning of the call, up $5 after hours already
Are you even listening to the call?