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michael dell

T2 · manager / operator

Founder, chairman and CEO of Dell Technologies, one of the world's largest providers of computers, servers and enterprise infrastructure.

2 calls·1 name·100% bull·last heard 2 months ago·NVIDIA+1
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$DELLDell Technologiesposition

Dell CEO unveils agent-optimized computer line, says 'Buy Dell'

Dell and Nvidia co-developed a new line of computers (station, deskside) purpose-built for agentic AI, scaling the same architecture from a desk-side system running trillion-parameter models to larger clusters. Michael Dell explicitly endorses the stock at the close.

NVIDIA2026-06→

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2 total
$DELL
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Dell Technologies
HIGHmichael dell·NVIDIA·2 months ago· position
Dell CEO unveils agent-optimized computer line, says 'Buy Dell'
Dell and Nvidia co-developed a new line of computers (station, deskside) purpose-built for agentic AI, scaling the same architecture from a desk-side system running trillion-parameter models to larger clusters. Michael Dell explicitly endorses the stock at the close.
"Michael and I have been working on a whole new line of computers to run agents. ... This is the only computer desk side computer in the world that can run a terabyte, a one trilli…"
5:48
$DELL
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Dell Technologies
HIGHmichael dell·BG2 Pod·last year· position
Dell's AI server orders eclipse the prior full year
Dell's existing server leadership, engineering and supply-chain capabilities position it to assemble massive GPU clusters, with first-quarter AI orders already exceeding the prior year's shipments.
"in the first quarter we had... $12.1 billion in AI orders... our shipments for all of last year in AI servers were about $10 billion... this is growing super fast. And now we have…"
54:07