Articles like this give me hopium. Only when people talk of total capitulation are we bottoming in the cycle.
Dell's AI Order Backlog Hits $95B — Can One Earnings Report Lift the Whole Chain?
Dell jumped 15.81% on a record $95bn AI server backlog and a full-year revenue guide raised $25bn to $192bn. At least 15 brokers lifted targets, UBS to $500, Melius to $735 — repricing, not re-rating. Nvidia rose 3.21% on the read-through and the Dow added ~450 points intraday. The same report flagged memory shortages: Micron +2.43%, SK Hynix +2.61%. That is the tension — the thicker the backlog, the harder upstream negotiates, and the cost either eats Dell's margin or passes to whoever buys compute. Follow the $95bn as a visibility signal, or first price what memory takes off the margin?
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