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

Dell's AI server demand looks durable enough to push the stock to new all-time highs. First-quarter revenue rose 88% to $43.8B against a $35.5B estimate, with AI server revenue of $16.1B. FY27 guidance calls for $165-169B of revenue and $60B of AI server revenue, and management said demand will last through year-end without pull-forward from the second half. Estimates should rise sharply, and 7.2% short interest adds fuel. At 27x 2027 earnings Dell is no longer cheap. x.com  x.com 

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

Dell is an elite supply chain operator, not a fragile low-margin hardware assembler, and should see a massive upward rerating. Adjusted operating income hit $5.93B versus $4.18B expected, operating margin topped 12.6% against a 9.4% estimate, and EPS was $7.04 versus $4.90. AI server revenue reaccelerated to $16.40B, total revenue topped $46.97B, and full-year guidance rose to $192B of revenue and $25.50 of EPS. 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 has a decent shot at fading because the cycle is clearly at the point where it should crest. x.com 

Dell should easily trade above $500 after a very strong Q2 FY27 report. Revenue rose about 58% to roughly $47B, AI server backlog hit a record of about $95B, FY27 revenue guidance rose by about $25B, and management now expects AI server revenue to triple this year rather than double. That the stock sat at morning lows after such results says a lot about the current state of the AI trade. x.com  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