HP Enterprise is mentioned as a competitor in the data center market with similar historical operating profit margins.
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Dell Stock is Soaring: Is it Too Late to Buy?
Parkev Tatevosian, CFAJun 2, 2026
Dell's stock has surged significantly due to its role in AI data centers, with the company reporting substantial AI order bookings and revenue. The creator, who has recommended Dell for years, believes the current rally is fundamentally justified by sales and profits, unlike past speculative booms like EVs.
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Super Micro Computer is mentioned as a competitor whose governance and financial reporting issues may have benefited Dell.
Lucid's share price has crashed because it could not convince investors it was an AI company, unlike Tesla.
Rivian's share price has crashed because it could not convince investors it was an AI company, unlike Tesla.
Nikola is cited as an example of an EV company that went bust, which the creator had previously warned investors about.
Tesla's stock price has avoided a crash by convincing investors it's an AI company rather than just an EV company.
SanDisk is mentioned as a stock that has performed well after the creator identified it as a buying opportunity.
Micron is mentioned as a stock that has performed well after the creator identified it as a buying opportunity.
Nvidia is mentioned as another strong performer that the creator has previously identified as an attractive buying opportunity.
Dell stock is a strong buy due to its significant role in the AI data center build-out, with recent financial results and future outlook justifying the share price surge.
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Tracked calls opened from this post
DELL
buy opened Jun 2, 2026
-4.28%