Dell Technologies Inc (DELL)

[Sirpeter]

Also forgot...letting you know I actually picked up some Mar.21 option calls @.03 yesterday to go along with those I bought @.20 last week...I'm feeling guilty for buying so cheap lol

[Sirpeter]

Good points.. also want to see that $5b deal with Musk inked too...Dell is in good shape

[saturn_five]

Re; Dell Long Game,
No surprise that Dell PPS re-sets on Q4 "mixed" earnings report.
Cash Divvy INCREASED by 18 %, for 2025 ! $
( cash divvy increased by 20 % in early 2024 )
Share buy-back announced @ $ 10 BILLION $
Also, Dell continues to work through ~ $10 Billion backlog/orders for A. I. servers, etc.
( FY '26 FCF should be strong )
Despite short-term PPS decline, many pro analysts still hold their
P/T's @ ~ $150 ( guesstimate )
GLTA💰️

[EnchantedTitan62]

Got out completely, barely above cost basis, on news of Apple building a server factory. Good luck to all.

[1jas]

OS you really did a good Job finding that video. Dell stock will move up higher. If some Dell investors should Just take a look at Dell's Partner Onemind tech which trades under their parent company Affluence Corp. affu they would be pleasantly surprised.

[oldstocks]

NEOM project Video
This is a very long video worth watching.

Dell is working in partnership with OneMind Technologies / Affluence Corp
https://www.delltechnologies.com/asset/pt-br/solutions/business-solutions/briefs-summaries/onemind-new-generation-presentation.pdf


Orange Business is involved in the NEON project. They are contributing their expertise in Smart City solutions and digital transformation to help develop NEOM into a futuristic technology-powered city.


OneMind Technologies is involved in the NEON project. They are working in partnership with Orange Business to provide Smart City solutions and digital transformation technologies. Their IoT Hypervisor Platform OneMindNG is being showcase and implemented in various smart city projects in the middle east, including NEOM OneMind Technologies is owned by Affluence Corp ticker AFFU $0.0003

[saturn_five]

Re; DELL long-term,
Dell continues to be a FCF (free cash flow) machine,
see: 12 month PPS chart that shows a Rise from ~ $ 80 to $ 120 ! $
Also, in early 2024, Dell raised cash divvy by 20 % !
Upcoming ER may be "mixed" but Dell is working through backlog of A. I. server orders.
Overall, Seems like fiscal 2026 should be very strong.
Maybe pending 2025 divvy increase (?) is 10 % or more $
Many pro analysts have their P/T'S set at aboot $ 150 (guesstimate )
( extra note: Dell also continues share buyback strategy with their good FCF $$ )

GLTA💰️

[1jas]

106 miles long, 656 feet wide, 1,640 feet high ( higher than the empire state building ) to eventually house 9 million people, 10,200 square miles. just Google [ neom smart city the line ] . Dell stock is looking a lot more attractive now. and so is affu.

[1jas]

Hey guy, I thought the smart city project was all talk. I thought the smart city project was just software not a 106 mile long futuristic city called the line. When more people see this project, they won't believe it. It's actually the next step towards the Jetsons cartoon for real. If people don't believe it they have to look it up for themselves.

[oldstocks]

NEOM project, does anyone know how much Dell is making from this contract?
How much Orange Business Services is making from this contract?
Or
How much OneMindNG is making from the contract.
The project says delivered

NEOM: delivering the CCC hypervisor of the city Collaboration between Orange Business Services ticker ORANY, DELL Technologies ticker DELL and OneMind New Generation is
OneMind Technologies owned by Affluence Corp stock ticker AFFU


https://www.delltechnologies.com/asset/pt-br/solutions/business-solutions/briefs-summaries/onemind-new-generation-presentation.pdf

NEOM is a planned cross-border city in the Tabuk Province of north-western Saudi Arabia. It will incorporate smart city and also function as a tourist destination.

https://www.neom.com/en-us

NEOM is currently the biggest Smart City project worldwide with an overall estimated budget $500 Billion.
OneMindNG is deployed as the Hypervisor of all systems operating NEOM's city with a wide range of use cases and industry integration such as transport, energy, water, tourism, City experience.
This project is delivered.
OneMind New Generation is expecting to provide an on-going delivery over the next 5 years to culminate the integrations as operating systems go live.

I know you guys here don’t buy pink listed stocks and that is what Affluence Corp is that owns OneMindNG. The stock is only .0003 now.
Being listed on Dell website and having contracts with Dell, i am putting it out there it comes with Risks. Don’t buy AFFU unless you can handle extreme risk. I am honestly wondering about the NEOM contract and if you guys and gals have heard of any revenues from it.

[EnchantedTitan62]

Dell increasing dividend by 20percent. Long term holding of mine.

[EnchantedTitan62]

According to Simply Wall St. DELLs value per share based on earnings, cash flow, etc, is approx $177/share. By the way it's the same formula that Buffet & other value investors use.May all your trades/investments be profitable. Till next week. ☘️

[EnchantedTitan62]

Dells pc business is crapola. Their server business is great so I'll hold on. I was going to read your post concerning a car company but the message disappeared ?

[BottomBounce]

$DELL Total Debt (mrq) $25.4B STRON SELL

[EnchantedTitan62]

Maybe Mr Dell is buying another home, a bigger boat, paying for someones education, ...it's his money just sitting there. If he chooses to spend it that's his decision. May all your trades be profitable.

[jake12]

If Dell is a great stock, great company, why are so many insiders selling constantly. That includes Michael Dell, who sold a huge chunk last year. If there is a class action lawsuit, it should include the analysts always promoting the stock. It is junk.

[EnchantedTitan62]

Adding again tommorow, long term this is a 💰maker. When I close my eyes at night no worries. May all your trades be profitable

[EnchantedTitan62]

Hold for the next 5 to 7 years and we'll all be rewarded handsomely. The gpu/chips need a place to live, Dell provides their homes. 💰

[Sirpeter]

This one has wings...will fly soon...can't wait

[JJ8]

I am accumulating as well.

Have a day order to buy at $118.15 today.

PS: Day order filled at $118.15

[Sirpeter]

I'm accumulating...way oversold

[EnchantedTitan62]

. I started following Buffet & Munger lessons in the 80s, Peter Lynch - had incredible insights about new companies, Mohammed El Arian ( probably spelled his name wrong) has an incredible mind, Laszlo Biryani ( probably spelled wrong)was also brilliant. And of course subscriptions to Barron's, WSJ, Worth. My education has provided me with discipline, but honestly nothing more. May all your trades/investments be profitable, and have a good holiday season. Oh, if you pick a loser, just dump it, and move on, I've certainly had some!

[fung_derf]

Been reading some of your trades on here. You seem to have a good grasp. What did you "profess" in?

[EarningsCentral]

$DELL Q3 2025 Earnings Call Recap Video

[JJ8]

I am not decided yet on it. I think it will depend on price rate of up move.

However, I like it because it helps in maintaining Port balance, as well.

I will check your LT holdings. Thanks.

Cheers & Happy Thanksgiving.

[EnchantedTitan62]

Long term looks good for servers in long term AI build out. My initial 100 was @ $111 so I'm comfortably in the green. Did you buy for a trade or an investment? You can check out my 'My Stocks' for my long term holdings. May all your trades/investments be profitable . Have a good 🦃.

[JJ8]

Baaad news for Dell.

Waterfall breakdown in share price following the ER.

Like about $16+ mucho dolares... down, at this time.

That means my profits in it almost close to wiped out.

A good reminder of how to face such recurrent problems in one's account.

Life in the fast lane of the stock market is often hazardous. The faster one learns the rules of how to avoid the challenge the better the chances for success in this stock market "business".

The greatest protection against this kind of surprise happens to be building a Balanced Portfolio and maintain it all the time.

Learned about its importance only decades after... of experience. Had to go to learning it through reading in few books.

Cheers & GLTA

[JJ8]

Dell share price had a Double Top Breakout on 21-Nov-2024.GLTA

[Monksdream]

DELL, 10Q due 11/26

[Bountiful_Harvest]

Elon Musk's xAI reportedly shifts $6 billion AI server order from troubled Supermicro to its rivals

https://www.msn.com/en-gb/money/other/elon-musk-s-xai-reportedly-shifts-6-billion-ai-server-order-from-troubled-supermicro-to-its-rivals/ar-AA1ujJ2K

[EnchantedTitan62]

Musk's xAI purchasing Dell products and cancelled Supermicro orders, for billions 💰.

[Bountiful_Harvest]

https://www.tomshardware.com/tech-industry/artificial-intelligence/dell-reaches-milestone-with-industrys-first-enterprise-ready-nvidia-blackwell-poweredge-xe9712-server-racks

Here's an opposing view:

JustDario@DarioCpx
$SMCI margins were FAKE - all those who believe $DELL is going to jump in such a great business taking over the gold mine $SMCI leaves available for grab might rather stop believing unicorns 🦄 and Santa 🎅🏻 exist 🙄

Just to refresh memory on $DELL #AI play:



J

ustDario@DarioCpx
I had to take a screenshot of this 😆

Magnetar managed to blow the CDOs through the roof in 2007-2008 before the implosion and they are doing exactly the same play today with #CoreWeave and $NVDA (details in post below)

IS MAGNETAR CAPITAL BLOWING AIR INTO THE NVIDIA (PONZI) SCHEME SO THEY CAN BET ON ITS IMPLOSION? 👇️

https://justdario.com/2024/06/is-magnetar-capital-blowing-air-into-the-nvidia-ponzi-scheme-so-they-can-bet-on-its-implosion/

$DELL

[EnchantedTitan62]

That initial 100/shr now up 20percent. Long term holding. 💰

[EnchantedTitan62]

Dell is involved in smart city connectivity, it's product is NativeEdge, which partners with OneMind, a subsidiary of AFFU (under a penny) which I also own. Have a good weekend all.

[EnchantedTitan62]

Hit my price target in 2 months,💰 (it was my 12 month price target). Not going to sell, this is a long term position with plenty of upside in the next few years.

[JJ8]

Dell share price chart pattern had a Low Pole Reversal on 25-Oct-2024.

Thanks, Cheers, & GLTY

[EnchantedTitan62]

Excellent financial move. They have an enormous amount of future orders, and with increasing sales the p/e will expand leading to a higher stock price. Fiscal years '26' '27' & '28' look quite promising for server demand. Good day to you.

[JJ8]

My buy order for Dell shares at $126.75 filled. First time buy for me.

Dell looks like ready for a new generation of PC's incorporating AI?

I am interested and waiting. That's even me being a bit bothered by Google AI, lol.

[oldstocks]

Southpaw i see! Dell Technologies will incorporate OneMind's Hypervisor into its Digital City Software product. OneMind Technologies is a leader in Smart City Software and Internet of Things (IoT) technology.

"This is a momentous occasion for OneMind and validation of our technology that Dell Technologies, one of the leaders in the Digital City Market has chosen OneMind to be the engine of its Digital City product suite," said, CEO of OneMind Technologies, SL owned by Affluence Corp $AFFU
"Dell Technologies Digital City products will be "Powered By OneMind." We have been working with Dell on several projects over the last few years including a big win with the world's largest Smart City project and have jointly been increasing our traction on multiple sales campaigns. OneMind has been front and center with Dell at all of the major Digital City trade shows,"

The next show together is November 5-7 2024 in Barcelona, Spain

[oldstocks]

South paw hows OneMind Technologies preferred #Hypervisor for Dell Digital Cities Solution worldwide working out for $AFFU ??
Bargains at that now!

Any new updates???

[Bountiful_Harvest]

Michael Dell, CEO of $DELL, has filed for $1,244,000,000 (yes, over a billion), of selling $DELL stock.

He is selling 10 million shares at $122.

[Porterhouse10]

See y'all @ $132 next stop imo

[EnchantedTitan62]

Bought 100 on 8/29, should've bought more. A beast!

[Porterhouse10]

Bought Oct 18th '24 $140 Calls for .35c a contract, no whammy's no whammy $DELL

[Porterhouse10]

It's going there, they have the server storage/ infrastructure, Michael Dell is a Genius $DELL

[EnchantedTitan62]

When I bought $130 was my 12 month target. Keeps on rising 💰

[Porterhouse10]

Uptrend, next up $125 imo

[Porterhouse10]

To the Moon Alice $DELL

[EnchantedTitan62]

Ka Ching ! 💰💰💰

[EnchantedTitan62]

I'm in before earnings. Very undervalued my opinion looking forward. 🍷