Woo Jin Ho

Analyst, Bloomberg Intelligence (Hardware)
@wooj001 · tracked since Feb 2026
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DELL long -3.0%
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DELL ×1
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DELL long 5 days ago
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DELL Dell Tec... Dell Technologies Inc.
Long
May 29
$420.23
-3.0%
Dell's AI server demand is structurally durable.
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/Semi
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