I think dell will announce better than expected results and higher than expected revenue per share for next H - which may lead to small rally
I'd guess it's moment to purchase
FED expected to lower % in September
87$/share - let's take some risk
6 replies (most recent on top)
Dell didn't have a bad Q2 and smc isn't taking server spot. Where are you getting your information?
Overall market corrected. S&P 500 still up Yoy.
Dell will be around 130 by new year.
Next year higher. Stock isn't going any where.
SMC crashed on outlook and revenue miss - read real papers
and we see recovery today already
Did you see he SMC reported numbers? They reported an outstanding 100% revenue growth for the year, from $7.5B to $15B. That's an impressive achievement, and I guess worrying Dell Execs big time. Margin dropped 2 points, but they also doubled nett income.
The drop in stocks stared to happen before, and in case you missed, the whole industry tumbled down (crashed) on Friday.
SMC is 2 points behind taking the #1 revenue server spot from Dell.
This is the context.
We just had one of the worst Q2 qtr. the only thing I am seeing some big AI deals coming up next qtr.
You must be smarter than the execs who cashed out already. What do they know. You could make them richer by encouraging them to hold on to their stock instead of cashing out early. Sure the stock is going to skyrocket just after the execs cashed out at record highs. Makes sense!
The highest I’m willing to pay for Dell Technologies stock is $65, and that would be a risk.
More comfortable for a buy in the $50s range.