How Meet Kevin’s view on $DELL changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo9 entries

2026-09-10Bullish

“EARNINGS as Stocks Slip! ORCL and Adobe!”

Dell is liked for its profitability despite concerns about it being a bubble.

Dude, look at Dell, man. I mean, like I I've always been like I like margin. Okay, I like really big pee pe. That's what we want. We want pricing power. We want margin. But dude, man, Dell, it's either a bubble or what.

But I mean, they bring money to the bottom line.

Watch the source55:38

2026-09-04

“This Chart Signals the END of the AI Stock Bubble.”

Dell benefits from demand for local AI infrastructure due to ROI, but long-term growth depends on future renewal cycles after initial saturation.

Part of the reason this price has dropped to less than one dollar is probably due to the release of open weight models, which are getting stronger day by day. This is actually a positive indicator for parts of the economy, and it is one of the reasons why Dell's stock, which we follow on the channel - make sure to subscribe - has skyrocketed.

Watch the source05:36

2026-09-02Bullish