The Analysts

Call · @thevalueist · unranked

@thevalueist

@thevalueist · Tue, Sep 1

TheValueist@TheValueist
$DELL KEY READ-THROUGHS FROM DELL TECHNOLOGIES Q2 FY2027 EARNINGS CALL Dell Technologies’ Q2 FY2027 call provides unusually strong confirmation that the current data-center capital-spending cycle is broadening beyond GPU purchases into a much larger infrastructure refresh
3d agoview on X ↗

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

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Long NVDA, Long MU, Long VRT, Long ETN, Long SU, Long AMD, Long INTC, Exit HPE, Exit SMCI, Mentions SMCI, Long NTAP, Long PSTG, Long WDC, Long STX · High confidence

Confidence

High0.99

Counted from

Wed, Sep 2 · market close

Rank since this call

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Sep 2

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Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 2 · counts fully until Sep 15 · fades out by Oct 13