Wall Street's Dell estimates were off by a light year amid Nvidia AI server supercycle
firstadopter · x · 2026-09-02
The author cites his earlier call: Wall Street earnings estimates for Dell ($DELL) were off by a light year — months ago it traded at 12x a vastly understated forward consensus despite best-in-class execution. Heading into a generational Nvidia NVL72 AI server supercycle, Dell "running the table" was predictable with real legwork and industry sources, which most media and sell-side (non-technical) missed.
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