Hey Y'all!
What's going on with everybody's favorite HW company - why the stock is down. You are back to 90 billion cap - did the AI bubble burst for ya already?
17 replies (most recent on top)
@ez You can believe that, but our margins are nowhere near Nvidia's and in the long run, that's going to crush this company
Dell is the AI company. We move in the same circles as NVDA and other AI companies.
@dp have you checked prices on eggs? Or better yet gold?
Marty! Is that really you??
@dz Right. If you watched the analyst day recording, I found the first question from the Raymond James analyst to hit the bullseye. He stated that it seemed our gains were coming from cutting expenses (aka, people, too) not from any huge gains because our margins on AI servers are in the mid-single digits. Our interim CFO tried to dance around it, but even outsiders can see what's going on here. Cut the company to the bone so we can attempt to survive on the razor thin profits from AI servers and pump up the analysts by saying we're trying to sell storage as part of our deals. It's a short-term shell game our ELT is playing and when the AI bubble pops, Dell is in for a rude awakening. Oops, I mean Dell employees will be in for a further rude awakening...
Up 300% last 5 years. And we know a lot of that is cost cutting and mirrors
In a raging bull market. So those aren't really impressive numbers.
Stock is up 500% over 5 years and up 25% this year alone and people are talking as though its in the tank.
Earnings call will be interesting. Q3 revenue is likely flat maybe even negative. But revenue guidance has been revised. So we will probably take off in Q4. 😉
No one gives a fu-k about Dell! Fu-k those dogs! I hope their market cap goes to $1!!!
They are the shittest company! Nothing more than some hardware pushing jockeys.
@af I will double my efforts and will like a Stakhanovite to make the stock price increase reality!
You think the last years have been bad? Just wait until the AI-bubble finally bursts.
I feel Dell wants market cap to go down so they can use that as an excuse for another lamb chop.
I worry about my RSUs sinking in value. I have a fair few so it's not good if the stock goes down. Perhaps everybody should work extra hard to help the stock price?
That $132m stock package Jeff Clarke just got is currently worthless… get ready for more cuts!
@a4
From an article by CNBC:
fears that artificial intelligence-related stocks are trading at prices disconnected from what the firms are actually worth.
Perfect analogy for Dell.It's the Emperors new clothes
…magnificent clothes that are invisible to those who are either incompetent or stupid.
Dell is so stupid it put everything into its AI basket.
https://www.cnbc.com/2025/11/10/cnbc-daily-open-too-early-to-fret-about-tech-pullback.html
It's one big grift on JC and MD. Dell is closer to AOL than AI.
They pump; MD and his minions dump.
The grift is running thin, however.
People need to absorb this fact. For better or worse, their market cap has gone up. Does cutting contribute to this fact? Maybe one aspect of it but for sure they are going All In. The market's reaction certainly reflects confidence in Dell's plan.