Dell Tech

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$Dell Tech(DELL.US)

Context:

What keeps DELL on my radar is actually pretty simple. AI needs a lot more than powerful chips. Someone still has to turn all that computing power into servers and infrastructure that companies can actually deploy, and Dell is participating directly in that buildout.

The recent numbers show that demand is there. But at this point, I think the more interesting part is what happens after the big growth numbers. Dell still has to prove that rapidly expanding its AI server business can create attractive profits, not just impressive revenue.

My Trade:

I’m continuing to hold my DELL shares, but I’m not adding simply because the stock has been strong. I would rather give the position time and watch the business. The thing I care about now is whether Dell can handle huge AI server demand without giving too much away through higher component costs and pressure on margins.

That is the part of DELL I think deserves more attention. A massive order book can look exciting, but eventually those orders need to become profitable business.

Takeaway:

DELL is teaching me to separate business growth from investment quality. More sales are good, but I also want to know what the company earns from those sales.

So my reason for holding is not simply that AI is popular. I’m holding because I want to see how much value Dell can actually capture from the AI infrastructure boom.

This is my personal trading reflection, not investment advice.

$Dell Tech(DELL.US) $DLLL

$Dell Tech(DELL.US)

Context: Dell is one of those companies I actually come across in everyday life, which made me pay more attention to it as an investment. Beyond the consumer side, I’m also interested in its role in the growing AI infrastructure market.

My Trade: I am holding Dell because I like the idea of getting exposure to AI infrastructure through a company I already know and see in everyday life. For me, it’s interesting to see how a familiar hardware brand is becoming part of a much bigger AI story.

Takeaway: Sometimes the companies we see in everyday life can lead to interesting investment ideas. AI isn’t only about chips. The infrastructure behind it matters too.

Samsung Securities: Hyperscalers to have a temporary FCF deficit period spanning from 2Q26 to 3Q28, followed by a dramatic expansion in FCF from 2029 through 2030.

I am very disappointed with the Crypto Clarity Act outcome. I expect good news and…..the outcome is so disappointing. I do not understand why the senators blocked disagrees with the act.

Failed the 60-vote threshold 49–50 early this morning. It is ready a “Big setback” for US crypto rules.🥹🥹 no chance for BTC to reclaim 100k again by year end.😞

Mizuho on Semis pullback: 'we see this as a buying opportunity with $Micron Tech(MU.US), $Lumentum(LITE.US), $Credo Tech(CRDO.US), $Sandisk(SNDK.US), $Broadcom(AVGO.US), $Dell Tech(DELL.US), and $Lam Research(LRCX.US) remaining well-positioned'.

We are seeing the start of sell off especially in the AI and hardware sector, as AI leaders like Altman calls for slowdown amidst the rapid AI development and growth over the past years. Recently, there have also been reports of slightly renowned former scientists from various AI companies calling out the dangers of rapidly developing and adopting AI, claiming that they may replace humans faster than you think