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12:30
Apr 30 ◎
Bill Meany CEO, Iron Mountain Incorporated IRM Q1 FY26 call
OEMs are buying used memory harvested by Iron Mountain from decommissioned servers to address component shortages, creating a new revenue stream and tight supply loop. — This validates memory scarcity and indicates that secondary markets are being tapped to fill supply gaps, which could impact OEM supply chain strategies and new memory pricing dynamics.
DELL
MED

About DELL Analyst Coverage

Buzzberg tracks DELL (Dell Technologies Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Bill Meany.