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

Dell can run to $600 as heavy call buying and support from Trump meet a tightening chart. @FL0WG0D flags $18.4 million into Dell $500 calls, and volume is drying up while the stock consolidates in a symmetrical triangle. x.com  x.com 

Dell's jump to about $470 on earnings may not hold, because system integrator and hardware vendor margins are notoriously fickle. A fall back to the normal trendline around $300-350 would not be surprising. x.com 

Super Micro's improved expected gross margin kills the bear case, while quarterly revenue near its market cap makes the stock a once-in-a-lifetime opportunity. It expects first-quarter gross margin of 12%-12.5% versus 10.4%-10.8% guidance and revenue of $18.5B-$19.5B versus $14.5B-$15.5B guidance, against a roughly $21B market cap. Shares should return to all-time highs and, on a Grok-assisted comparison with Dell and HPE, easily top $100; once they break $50, the move to $100 could be fast. … Show more