May 29 Dell Kicks the market higher with huge beat on revenue & AI

$DELL $COST $CRWD

Author

Mukund Mohan
May 29, 2026

Market

“Investor sentiment is getting a double shot of optimism from explosive AI corporate earnings and cooling macroeconomic pressures.” 😊 😋

This still feels like a trap, so I am not taking long positions yet. But all indices were higher

Dell Technologies $DELL ( ▼ 0.75% ) skyrocketed nearly 30% following a massive 757% year-over-year surge in AI server revenue. The wave lifted enterprise peers, with Snowflake $SNOW ( ▼ 2.51% ) climbing over 36% and Okta $OKTA ( ▼ 4.85% ) jumping nearly 30% on blockbuster earnings beats.

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Insights from the portfolio

DELL Dell Technologies shattered every tech metric on the board

Historic top- and bottom-line beat, a staggering AI backlog, and a massive guidance upgrade

Mukund Mohan

Video of the day

Today’s video is on Crowdstrike $CRWD ( ▼ 3.8% ) the cybersecurity leader.

Deep dive of the day

$COST Costco Membership Renewal Rates Near 93% Tell You Everything You Need to Know About This Retailer's Moat - Investment Literacy Coach

Here's what the consensus crowd consistently misprices with Costco: they run the gross margin through a traditional retail filter and conclude the business is

Investment Literacy Coach

Good setups for swing

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