Dell is expected to perform well due to its role in helping Nvidia enter the enterprise market, notwithstanding low margins on AI hardware.
BullishHe framed it in days
“Stocks Down, Yields Up, Iran and AI Fears”
Meet KevinPublished Sep 1 · 3 passages
Jump to any passage
3 passages
I've got let's see Dell slipin
And Dell tonight, I think Dell's going to be pretty good. I love those guys. They uh they're they're basically the way uh they're helping Jensen play in the enterprise.
But but then again, you look at a company like Dell. Holy smokes. I mean, talk about low margins from um you know, AI server data center hardware and crushing it.
What this channel has said about $DELL
Meet Kevin has 9 calls on this stock; only the adjacent ones are shown.
2026-09-01Bullish
Just EPS came in at $74. That is well ahead of estimates for $4.92.
Quote at 17:31 ›2026-09-01BullishThis one
I've got let's see Dell slipin
2026-08-26
Could Dell stock be a massive beneficiary of the move to open weight models?
Quote at 00:00 ›Direction flip