DELL - Dell Technologies

Host expects further downside after a harsh rejection from new all-time highs around $563 and a 5%+ drop. Seen as a downside/rotation play that could accelerate if economic growth is threatened by geopolitics; host wants to see it below $400 over coming months.

Noted in the description as an earnings report investors are monitoring this week; no directional opinion given.

Dell is a major assembler of complete AI server systems, combining GPUs, CPUs, memory, storage, networking, cooling, and racks. It reported $43.3B in revenue and $16.1B in AI-optimized servers, with expectations of $60B in AI servers by 2027. The host frames Dell as turning AI chips into usable AI factories.

Benefiting from AI server demand; host expects Dell to continue doing well following SMCI's strong report.

Resistance overhead between $470-485, weak price action, rotation out of chip stocks. Potential continuation lower.

Down 16% from highs despite President Trump's support; cited among tech names getting hit.

SMCI's positive margin news lifts Dell, which had a massive beat last quarter (revenue +23%, EPS +66%). Host sees continued mispricing.

Trump explicitly urged investors to buy Dell, causing the stock to surge over 8% at highs.

Extended and parabolic - 32% in one day vs 7% average daily range. Signs of exhaustion top: largest daily runup, heaviest volume up day, exhaustion gap. Volume declining on breakout. Too far, too fast.

Mentioned as booming after announcements that President Trump purchased shares, cited as an example of the 'Trump effect' on stocks. No explicit recommendation given.