#DELL
#DELL MC - $264B +260% since Feb. +30% today IBM - 250B, INTC - 607B, MU - 1T —— Key Dell Events (2026): • Feb 10–March: President Trump purchased Dell stock (up to $5M+ disclosed). • Feb 26: FY2026 full year results — record revenue $113.5B (+19% YoY), strong AI server growth. • May 8: Trump publicly endorsed “go out and buy a Dell” at White House. • May 18–21: Dell Technologies World — major AI announcements (AI Factory with NVIDIA, new PowerEdge servers, agentic AI). • May 26–28: $9.69B U.S. Navy contract for Microsoft software/cloud services. • May 28: Q1 FY2027 results — reven…
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