Dell's stock has started to trend up in the last week. If it continues to trend up is the head count of 100k or below still expected?
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Artificially boost profits for shareholders then purge your shares - it’s his motto and 100% what’s going to happen.
Don’t care unless they add an ESPP
"$1B worth of his shares"
It's a classic pumping and dumping the last year or two. The latest is they are going to be some sort of AI supernova.
But this time no one is buying the pump anymore.
Latest sec filing Sept 6th is MD is planning to sell $1B worth of his shares!!
SMCI is churning estimating $12b rev a year with just around 5000 employees (and they work 5 days RTO per week in the US). That's probably the benchmark with some ways to go for Dell.
Head count under 40K until everyone's clocking 80 hour work weeks
I suggest you zoom out 3 months. there's your answer.