Has Dell Earned Its 180% Rally — or Is the Valuation Getting Ahead of the Story?
NEW YORK — Dell Technologies delivered the most dramatic single-session earnings response in its history on May 29, surging 33% after reporting Q1 FY2027 revenue of $43.8 billion — a number that made every Wall Street model look embarrassingly conservative. 📊 Trader’s Take My read on this is straightforward: the market spent twelve months underwriting Dell as a PC company with an AI side hustle.…










