DELLBULLISHFLIPPEDCNBC FAST MONEY · BEARISH IN JUNE → BULLISH IN SEPTEMBER

Dell's margin expansion amid AI server demand

The bull case argued for Dell: a massive beat on revenue and a significant sequential gross margin expansion from 18% to 21% - the best in years - despite input cost pressures from memory.

CNBC Fast Money

CNBC FAST MONEY CHANGED ITS VIEW

BEARISH FOR 2 MONTHS, THEN THE TURN

THEN25 JUN · BEARISHThe bull case for memory and storage makers comes at the direct expense of consumer device and hardware producers facing severe margin pressure and demand destruction.NOW1 SEP · BULLISHThe bull case argued for Dell: a massive beat on revenue and a significant sequential gross margin expansion from 18% to 21% - the best in years - despite input cost pressures from memory.

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