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🇺🇸 Dell $DELL Hits Fresh ATH $298 After Trump's "Buy Dell" Moment
The Monster Run:
▪️ 30% Up After Trump Said "BUY DELL"
▪️ 170% Up In Last 4 Months
▪️ 350% Up In Last 1 Year
▪️ 2200% Up From Covid Bottom (March 2020)
The Story:
▪️ May 8: Trump said "Go Out And Buy A Dell" at the White House. Stock jumped 12% to $263.99.
▪️ May 23: Print New ATH $298.32, Up 30% on AI server demand.
Real Catalysts:
▪️ $117M Pangea-5 supercomputer deal with Nvidia and TotalEnergies
▪️ $1.4B AI infrastructure deal with Boost Run
▪️ BofA target raised to $246, Evercore to $240
▪️ Street targets now $263 to $300
Michael Dell pledged $6.25B to Trump Accounts five months before the endorsement.
Next Catalyst: Q1 FY27 earnings on May 28. BofA expects a beat and guidance raise.