Dell up 338% YTD as AI compute stocks deliver huge gains: MU, INTC, AMD
firstadopter · x · 2026-09-28
- $DELL: YTD +338%, $276B market cap added
- $MU: YTD +267%, $887B added
- $INTC: YTD +226%, $451B added
- $AMD: YTD +188%, $672B added
firstadopter quips: imagine a Substack that had picked three of these four names.
More from Venture
- Banking built on artificial friction — agents will take it to zero — ai · 2026-09-28
- Musk: SpaceX did orbital reuse, Starlink, Dragon on just $10B — elonmusk · 2026-09-28
- Tokens Are Perfect for Shrinkflation — and Anthropic's Opus Pricing Shift Pressures OpenAI — StewartalsopIII · 2026-09-28
- FTX's unliquidated portfolio would be worth ~$206B today, with Anthropic up 340x — panickssery · 2026-09-28
- Ackman vs quant: AI compute demand may break the Fed's inflation playbook — Afinetheorem · 2026-09-28
- Selling tokens to Fortune 500 is DOA — outcome-based pricing wins, says Gokul — sanjaykalra · 2026-09-28