Mehdi Hosseini

Senior Equity Research Analyst, Susquehanna International Group
· tracked since Feb 2026
Calls 1 2 Posts tracked · 0.0/day
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DELL long +235.6%
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DELL ×2
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DELL long 3 months ago
Win Rate 100% Long 1 Short 0
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7d 100%
30d 100%
90d 100%
Average Return +235.6% Long Return +235.6% Short Return -
Average Return
7d +20.6%
30d +35.6%
90d +151.4%
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DELL Dell Tec... Dell Technologies Inc.
Long
Feb 26
$121.45
+235.6%
Dell raised fiscal year revenue guidance by 12% and EPS guidance by 12%. They generated "$50 billion in AI server revenue." Despite fears of margin pressure from rising component costs (memory), Dell's volume in AI infrastructure is overwhelming the cost headwinds. The market underestimated the longevity of the hardware build-out cycle. LONG DELL. Rising memory costs (DRAM) eventually compressing margins if pricing power erodes.
Dell raised fiscal year revenue guidance by 12% and EPS guidance by 12%. They generated "$50 billion in AI server revenue." Despite fears of margin pressure from rising component costs (memory), Dell's volume in AI infrastructure is overwhelming the cost headwinds. The market underestimated the longevity of the hardware build-out cycle. LONG DELL. Rising memory costs (DRAM) eventually compressing margins if pricing power erodes.
AI/Semi
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