Thread regarding Dell Inc. layoffs

Nvidia, AMD deals with Open AI show how ridiculous things are getting 🤣. DELL also revised the guidance for future revenue, the bases is not clear🙃????

Dell awards RSUs which vest over three years so if you're on a roll then you can earn the big bucks. The price increases of Dell stock have catapulted RSU values to 5x their original monetary reward value.

sold already, PE ratio is way too high, AI bubble will burst with a huge noise

Everyone in corporate positions get RSUs annually…. It’s part of your compensation package and an additional incentive to do your best as an IC. The return is fantastic and you just need to decide if there’s a better investment and offsets the tax adder. The big beautiful bill will help some this year

@e9 I've received RSUs for the last 10 years as an IC. Several were $50k grants from 20-23 and those returned 7x for almost $1M in profit. Others have ranged from $15-30k but still substantial in the long run. Almost all of the ICs I know get RSUs regularly.

sold 3/4 of mine and reallocated to other growth stocks. YTD 58% return

@e9 That’s not correct. For 5+ years on the bounce I got RSUs for performance. Then in my last two years my new manager deemed me to be underperforming in my role even though it was a completely made up role that you could never hit targets on.

Who tf even gets RSU's? Sr managers dont so is it just Directors and above?

@bg no, 4% is APY

you earn 1% in 3-months , minus transaction costs

now, how is USD to other currencies in 3-months , good luck with CDs

On technical level it just passed through 141.6 and there is some volume behind it. It may tag 160 or 180 or higher based on current trend in short term. Keep in mind that you can always earn over 4% risk free on 3 months CDs In case you don't know what to do with the cash.

It really depends on your role and how much risk you're comfortable with. For me, I’ve done pretty well in the past — the RSUs from 2020 to 2022 ended up being a great bet. I held onto them and sold last year at around $160, which was about a 7x return and let me bring my retirement plans forward by 5 years.

The more recent ones haven’t hit quite as hard, but they’ve still been solid. In the past few months alone, I’ve seen about a 30% return with the current price, and the new $170 target looks pretty promising.

That said, my usual move is to cash out after a good run and shift things into more stable, conservative investments that give a steady 10–15% per year. Long-term, that’s worked well for me.

so hard to tell.

it's business as usual.

and macro trends are hard to spot, with rates going down there is some upside potential. with trade wars and all this global upheaval, who knows.

it's a coin toss, i can tell you though that there is no magic coming out of our kitchen any time soon.

It’s increasingly clear that most of what many teams do day to day is of no value or consequence. Upper management is either in the dark because they’re snowed by bullsh-t pptx from middle management, or more likely they know and are keeping us in the dark until the hammer drops on their super secret plans. In IT people are all talking about 40% headcount reduction over the next few quarters in phases and the big secret project “cut over date” when they’ll just flip a switch and turn off much of IT, or at least turn on the new thing for large parts of the company.

So are people stopping working? He-l no! They’re doing AI! AI that management has not asked them to do, and which they have explicitly been told is NOT APPROVED. They’re neglecting their normal jobs and products, compounding the whole company falling apart, because their only hope of survival or a better resume is to do something with AI in it.

So don’t blame people for trying to stay relevant. Blame management for blocking all possible innovation, and having zero strategy other than job cuts.