What proof is there that these statements are true. Are we seeing massive orders in Salesforce?
Dell stock popped after the company raised its long-term revenue and profit growth forecasts.
The computer maker said it now expects annual revenue to grow between 7% and 9%, up from its prior forecast of 3% to 4%.
Dell pointed to robust demand for artificial intelligence infrastructure.
AI Bubble is about to burst, be ready, 2026 will be full panic
What has Dell produced that’s innovative and new? Outside of the relationship with Nvidia, and the AI factory shtick it’s nothing else. Just revisions of the same stuff. They turn to layoffs because that’s all they got to make margins and they’re planning on a PC refresh soon. That’s it.
Good marketing, tons of promises and not much follow through. If there were no layoffs they wouldn’t meet margins.
Let's hear what is forecasted in salesforce. Someone must have an idea.
Is all AI slop...
It's smoke and mirrors. They'll project that they're going to make $10 million knowing full well that they can't. Then when they mak5 $5 million they claim that they list $5 million and use that to justify mire layoffs ot whatever their next hairband idea is. It's corporate math at its finest.
MD is doing the 'trust me, bruh' forecasting tour.
Revenues last 18 months was mediocre in a hot AI market.
It's a complete joke.
The big question, when to sell the remaining stocks that I have....wait for MD to pump it up more or sell now bc people will see through the scam....
Typical marketing tour with the biggest mouth in marketing. MD really is just jumping on the AI hype to pump the stock.
remember it's the same guy who said "if you need to be in an office you are doing it wrong."
with more layoffs dell can probably squeeze out an xtra 1-2%
When the reality hits with these inflated numbers for Dell, as well as other companies pushing AI, the stock market is going to crash hard. This will be like the housing crash in the 2008. All fun and games now but when it hits, it will be hard.
No. MD is again grifting. Lifting estimates 4y out is absurd in this industry.
numbers were not blow-out last 2y but next 4y for sure?
super dupeer for reals this time?