Every man's dream: 1. Make digital money 2. Invest in physical assets that pay in ur sleep 3. Repeat until your family never has to work another day in their lives This is the way.

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amit · Sep 1, 2026 · 8:36 PM UTC

Mandem retweeted

amit

@amitisinvestingSep 1

$DELL Dell once again with a MONSTER beat and raise. - Revenue: $47.0B vs. $44.9B est, +58% YoY, a quarterly record. - Adj. EPS: $7.04 vs. $4.91 est, +203% YoY from $2.32. - AI Servers: $16.4B revenue, roughly +100% YoY; Dell booked a massive $60.9B of AI server orders during the quarter. - AI Backlog: surged to a record $95B, up from $51.3B last quarter, one of the biggest numbers in the report. - Infrastructure: Traditional servers/networking revenue $10.5B, +122% YoY; storage $4.9B, +26%. - FY27 Revenue Guide: raised dramatically to ~$192B, versus the prior $165B–$169B range. Incredible print.