Dell has room to run to $800 next after its climb from the $450s to $600, backed by heavy options buying. Someone has bet over $4 million in one of the most aggressive options buy executions seen. x.com 

Dell is breaking out on incredible quarterly and yearly growth, no longer the PC company it once was. The next stop is $600. x.com  x.com 

Dell looks overvalued, trading about seven turns above its historical multiple range and at a premium to many AI semiconductor bottleneck names despite not providing a bottleneck solution. Michael Dell spiking the ball on the latest quarter might mark the top. x.com 

Dell is still too cheap after a jaw-dropping quarter. The stock trades at about 10x earnings despite 23% revenue growth, a guide for 25% growth in fiscal 2027 and a 20% dividend increase, so it should not stay at these levels for long. x.com 

Dell has broken through $500 and now targets all-time highs. x.com 

Dell is heavily overearning heading into a two-sigma melt-up, leaving the stock exposed to a reversal. x.com 

Dell ranks among the best on buybacks and low stock-based compensation, with strong expansion in both profit margin and revenue. x.com 

Dell was set to rise as analysts raise their estimates, and the shares were up 8% after hours. x.com 

Dell has a decent shot at fading because the cycle is clearly at the point where it should crest. x.com 

Dell is still cheap after its earnings jump, growing cash at an insane rate on a low multiple. Q1 EPS rose 280%, and on Q1 earnings of $3.44 billion, with revenue tracking $167 billion for 2027, it trades at about 21x even after a 40% one-day gain. Only about half its shares float, making the effective P/E about 10.5. Share count has fallen about 4.7% a year, record free cash flow comes with a mandate to return 80% to shareholders, and the AI business is growing 760% a year. x.com