Michael Monaghan

Portfolio Manager, Founder ETFs
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
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30d 1
90d 1
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DELL long -6.0%
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DELL ×1
Recent Calls
DELL long 6 days ago
Win Rate 0% Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return -6.0% Long Return -6.0% Short Return -
Average Return
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DELL Dell Tec... Dell Technologies Inc.
Long
May 28
$433.80
-6.0%
Dell benefits from AI build-out
Dell is a key beneficiary of the AI build-out, with its server and infrastructure business tripling revenue year-over-year. Founder Michael Dell's supply-chain expertise and the company's role in bringing foundational models on-premises provide a durable advantage. Margins can expand further as the business scales.
AI/Semi
YOUTUBE
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