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 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 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 bulls who bought heavily today look set for a massive gain tomorrow. 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 is heavily overearning heading into a two-sigma melt-up, leaving the stock exposed to a reversal. x.com 

Computer hardware stocks are regaining momentum. Dell broke straight through the 500 ceiling to a new all-time high, with 585 as the next target, as whales load November-to-January 700 calls. HPE bounced off its lows back above the key 50 level on large dark-pool buying and could ride to 64, then break its all-time high toward 70 and 81 this year. x.com  x.com 

Dell is digesting its jump on possible Nvidia news constructively, printing an inside day on lower volume while respecting its daily 9 EMA. Chips remain in theme this week, ASML could add a boost, and Dell call premiums did not decline when the price dipped. 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 

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