Calls
1
Woo Jin Ho
Analyst, Bloomberg Intelligence (Hardware)
Win Rate
0.0%
return
-5.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 29
$420.23
-5.7%
Dell's structural demand for AI servers and traditional servers is durable beyond fiscal 2027-28, driven by a shortage in compute demand, strong supply chain relationships (especially with Nvidia), and operational scale. The guidance increase of $25-27 billion for AI servers and $15-17 billion for traditional businesses shows legs, and margins are improving. This is not a one-time move but a multi-year opportunity.
AI Hardware
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Woo Jin Ho has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: DELL.
