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Which podcasts are discussing DELL?
29 ATTRIBUTED IDEAS · 27 EPISODES · 13 SHOWS
The shows
CNBC Fast Money
All-In with Chamath, Jason, Sacks & Friedberg
The Compound and Friends
Animal Spirits
Prof G Markets
Thoughtful Money
a16z Podcast
Invest Like the Best with Patrick O'Shaughnessy
Monetary Matters with Jack Farley
Real Vision Daily Briefing
The Pomp Podcast
The Tim Ferriss Show
Wealthion - Be Financially Resilient
Where the discussion went deepest
15 JUL15 JULWEALTHION - BE FINANCIALLY RESILIENT · 02:50
CapEx bubble threatens tech and semi multiples
“The speaker argued that the AI bubble is concentrated in massive hyperscaler CapEx rather than the technology itself, setting up eventual margin and earnings compression across memory and hardware suppliers.”
Peter Boockvar: The AI Spending Bubble Is Cracking · with Wealthion's Real Assets Community
Core thesis · 5/5Verify in source →
25 JUN25 JUNCNBC FAST MONEY · 01:05
Memory supply crunch squeezes device manufacturer margins
“The 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.”
Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26
Core thesis · 5/5Verify in source →
29 MAY29 MAYCNBC FAST MONEY · 02:30
Dell's AI server demand is durable and accelerating
“The bull case argued for Dell: AI-driven enterprise server demand is real, durable, accelerating, and broad-based, with the company's guidance likely conservative.”
Dell’s Massive Month, and Countdown to ASCO 5/29/26
Core thesis · 5/5Verify in source →
13 OCT13 OCT 2025INVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY · 15:00
AI forces Dell's total business reinvention
“Michael Dell argued that the emergence of advanced AI and LLMs necessitates a complete reimagining of Dell's core business processes to avoid being disrupted by faster, more efficient future competitors.”
My Conversation with Michael Dell · with Michael Dell
Core thesis · 5/5Verify in source →
14 JUL14 JULTHE COMPOUND AND FRIENDS · 25:10
Enterprise SaaS budgets pivot to AI hardware
“IBM's revenue miss signals a broad corporate spending shift away from enterprise SaaS software toward AI infrastructure and cybersecurity.”
IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street
In depth · 4/5Verify in source →
14 JUL14 JULMONETARY MATTERS WITH JACK FARLEY · 1:13:30
Supermicro framed as a fallen-angel value play
“Super Micro Computer was argued to be an underappreciated fallen-angel turnaround, backed by essential liquid-cooling IP, major OEM hardware relevance, and a recent $7 billion capital raise.”
The Semiconductor Earnings Boom Is Just Getting Started
In depth · 4/5Verify in source →
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