Dell same ole lines used in the last two conf calls to avoid the stock crashing. Dell is a 15 billion dollar company at best. Bears eat
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who still says 'bro' these days.
I get that most people on here hate Dell with a passion, and for the most part... rightfully so but cmon.. Since when was Dell ever anything other than a computer selling company? And storage now. Since when has Dell EVER inovated jack sh-t? Get real bro, because MD/JC has never claimed dell to be anywhere close to an AI type company...
I mean, 2/26 is when the earnings call is but, I doubt the stock will drop too much... Dell is not an AI company nor have ever claimed to be. Dell uses Nvidia and AMD + other chips in the systems so they can say "WE have AI!" but ultimately, Dell is not, nor has ever proclaimed to be an AI company, though.
Point being is that NOBODY (investors included) expects or has ever expected Dell to be AI proficient or whatever. HP and Lenovo do the same sh-t. Utilize other companies AI chips to put into their own systems and call it a day.
Dell had a pretty good 4th quarter of FY24 (2025) so, the earnings call is nothing less than a formality as all that data is already available to the public lol. I do think that the first quarter earnings call will be interesting considering Maverick, though... (likely not good.)
https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-delivers-fourth-quarter-and-full-year-fiscal-2
Dell has 3 advantages they need to use
global support/warranty
they manufacture end products (NVDA, AMD, MIcron do not)
guaranteed supply/delivery
the old saying of fast quick cheap - choose 2,
Bears literally eat garbage.
The market knows Dell has nothing to do with AI other than providing a slot to put NVDA and AMD chips. MD is still trying to grift himself to anyone with an AI story but the gig is up. All Dell has to offer is low-margin cheap hardware.
It's gonna nose dive after earnings. No one is buying the AI grift from MD anymore.
I am surprised it's still above $100
Are you saying that when the results get released on February 26th of this year, they are going to use the same old lines?
What does "Bears eat" mean?
huh?