legen
Founder of InsiderWave, Politician Trade Tracking
Dell's 12% jump on claims that Trump told people to buy the stock was a coordinated social media pump, and it is now dumping. Trump praised the Dell family and said people should buy a Dell computer, not Dell shares, and Dell is not like Intel or the administration's four other holdings. As an American company Dell is probably not a bad investment, but there are better things to wait for. x.com
Dell faces heavy selling pressure as the Dell Foundation has filed to sell $1.2 billion of Dell shares. The last time it did so, the stock fell 24% in just six days. x.com
Intel is an obvious buy now that the Trump administration has taken a stake in it. x.com
Dell's run could get a good boost from apparent support from Trump, who, per a post the author replies to, seems to really like Dell right now. x.com
Intel's raised capex signals a 14A customer announcement is coming soon, since CEO Lip-Bu Tan said he would not raise it without a customer lined up. Intel's infrastructure is a nearly priceless national-security asset should China take Taiwan, and rebuilding it would cost far more than its roughly $500B value. President Trump is its biggest fan and pushes companies to do business with Intel, though that support could change when he leaves office in two years. x.com x.com x.com 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 could be sent toward $500 by Trump's promotion of the stock, after what his backing did for Intel. Trump is pumping Dell hard, and a quant model also flags it as a buy. x.com 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 has a decent shot at fading because the cycle is clearly at the point where it should crest. x.com
Dell Technologies is turning into one of the biggest AI infrastructure plays in the market, no longer just a PC company. It has massive AI server demand, NVIDIA partnerships and a record AI backlog, while governments race to build sovereign AI and enterprise AI capex accelerates. Trump is now publicly telling Americans to buy Dell, and his AI agenda centers on data centers and compute, with Dell in the middle of that trade. When he did the same with Intel, Intel rose 500%. x.com
Intel has Trump's backing and large share purchases by its CEO, and its chart shows a wedge breakout. x.com
