aistockwire.com
Dell CFO and general counsel sold $16.3M near a record
Dell's CFO and general counsel sold $16.3 million on September 17th, a day before the stock hit a record high. The Form 4s do not cite a Rule 10b5-1 plan.
Bluesky · Hashtag
#$DELL
90
posts · 30d
35
users
3
posts / day
2.6
posts / user
-19% vs last week
#$DELL is an active hashtag on Bluesky. In the last 30 days, 35 people shared 90 posts with it — around 3 a day. Activity is down 19% versus the previous week, peaking on Sep 1 with 16 posts.
#$DELL posts per day (last 30 days)
Related tags
Tags most often used together with #$DELL.
Posts with #$DELL
Dell Computer “has raised prices for some commercial laptops by as much as 30% .. And this could be just the beginning ..”
@wsj.com $DELL $HPQ $AAPL
www.wsj.com/tech/a-memor...
7 110 317
PRESIDENT TRUMP JUST REVEALED HIS LATEST STOCK TRADES.
He filed new financial reports with the Office of Government Ethics.
On May 8th he told the whole country to 'Go buy Dell.'
The stock shot up 12% that day.
He owned $DELL the whole time.
18 124 294
MORGAN STANLEY throws in the towel, ups $DELL to equal-weight:
".. Our memory thesis was wrong as DELL is managing supply and executing better than peers, enabling mission critical demand capture, share gains, and pricing power. .. Raise ests materially; PT to $448; $600 bull case."
(prior $170)
18 20 137
dude, AI's getting a $DELL
*DELL TECHNOLOGIES 4Q AI SERVER SHIPMENTS $9.5B, EST. $9.44B
*DELL SEES FY27 AI-OPTIMIZED SERVERS REVENUE ABOUT $50B
*DELL TECHNOLOGIES SEES 2027 REV. $138B TO $142B, EST. $126.28B
*DELL RAISES ANNUAL DIV BY 20%, BOOSTS BUYBACK PROGRAM BY $10B
4 1 32
Dell’s AI server business didn’t exist until late 2023 as a business segment.
Its sales are now larger than Dell’s entire Client Solutions Group (its foundational, mature PC-focused division)
sherwood.news/markets/dell... $DELL
2 2 28
old enough to remember when $DELL was just a stock and not a stonk
(Historical IV 35-50 now 90)
0 1 17
I thought the move in $DELL was excessive. So I went to look at the numbers. Now I'm not as sure.
0 1 8
Bessent warned Trump the bond market can topple a government without a shot, and now AI capex, deficits, and heavy Treasury issuance are keeping long rates high even as the Fed hikes;
$NVDA $DELL $NBIS $ORCL
open.substack.com/pub/aid….
open.substack.com
The Real Threat to US Stocks Is Erupting Inside AI!
Bond yields, AI capex, and credit risk are colliding. See why the real threat to US stocks is building inside AI and what big money is buying now.
1 0 0
US stocks rebounded after the rate hike, led by Intel and AI chips, but triple witching and narrow breadth raise bull trap risk. Do you think this rebound can hold?
$INTC $DELL $MU
frontierstocks.substack.c….
frontierstocks.substack.com
US Stocks Stage Violent Rebound
US stocks staged a violent rebound after the rate hike, led by Intel and semiconductors. Is this an oversold bounce or a bull trap? Read our full market analysis.
0 0 0
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