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 

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 is still a hardware company with low pricing power and only an 18% margin profile, which the FOMO chasers now piling in overlook. The stock may still go higher. x.com 

Dell should benefit from AI data-center construction because builders say almost every new facility runs on Dell or Super Micro servers. Sales rose 49% in the past year to $151B; Dell is 18% below its high and is an easy double from here. x.com 

Dell has broken through $500 and now targets all-time highs. 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 a bet on its founder, Michael Dell, leading the company, held specifically for its server business. Super Micro is not worth touching no matter how cheap, because its management can't be trusted; it has a good customer roster, including xAI's first Memphis data center, but that does not matter without trust in the people behind it. That view from almost a year ago still stands. x.com 

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

Dell shows companies can no longer be judged by headcount, as automation and AI let it grow with far fewer people. Its workforce fell from 140,000 to 108,000 at the end of 2025 and 85,000 now, with a target of just 65,000, while revenue and margins rise. x.com