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46Hello everyone,
Do you think it's possible to retire early with the portfolio?
At...80?
I would like to get out of many stocks as soon as I am in the black and reinvest.
The plan is to get out of:
$BBAI (+2,84 %) I would like to reduce my position and possibly wait for a new entry.
What is your opinion, what can you recommend?
Dell share: Chart from 03.06.2025, Price: 108 USD - Symbol: DELL | Source: TWS
If Dell now manages to break out above USD 117, a procyclical uptrend will ensue Kaufsignalwith possible price targets at USD 128, USD 133 and USD 147.
If, on the other hand, the share falls below USD 105, a renewed setback towards USD 90 must be expected. At this level, increased buying interest from anti-cyclical investors can be expected.
Figures under the microscope
However, there was a revival in the CSG segment in the last quarter. Sales increased by 5% to USD 12.5 billion.
The Infrastructure Solutions Group recorded a 12% increase in sales to USD 10.3 billion.
Earnings for the year increased by 17% to USD 1.55 per share, although expectations were not met.
However, the disappointment should have quickly faded after the company announced sales of USD 28.5 - 29.5 billion and earnings of USD 2.25 per share for the second quarter in the same breath.
Previously, sales of USD 25.1 billion and earnings of USD 2.10 per share had been expected.
In addition, the forecast for annual earnings was raised from USD 9.30 to USD 9.40 per share.
This gives Dell a forward P/E of 11.5, which is easily justifiable in view of the double-digit profit increases.
More shareholder-friendly than ever
What is particularly impressive, however, is the extent to which Dell is distributing capital to shareholders. In the last quarter, the company invested USD 2.4 billion in Dividenden and share buybacks, which corresponds to 3.2% of Dell's market capitalization.
The founder, CEO and largest shareholder has ensured that Dell has not been Börsengang of Dell has ensured that not only he but also all other shareholders have been handsomely rewarded.
During this time, the company has grown strongly, massively reduced its debt, has paid a decent dividend since 2023 and is buying back its own shares on a large scale. Aktienown shares.
Strategically, the company has hit one bull's eye after another.
🔹 Revenue: $23.38B (Est. $23.14B) 🟢; +5% YoY
🔹 Adj. EPS: $1.55 (Est. $1.69) 🔴; +17% YoY
🔸 AI Server Demand: $12.1B in AI orders this quarter alone; $14.4B AI backlog
Q2 Guidance:
🔹 Revenue: $28.5B–$29.5B (Est. $25.35B) 🟢
🔹 Adj. EPS: ~$2.25 (Est. $2.09) 🟢
🔹 GAAP EPS: ~$1.85
FY Guidance:
🔹 Revenue: $101B–$105B (Est. $103B midpoint) 🟡
🔹 Adj. EPS: ~$9.40 (Est. $9.20) 🟢
🔹 GAAP EPS: ~$7.99
Q1 Segment Highlights:
🔸 ISG Revenue: $10.3B; +12% YoY
🔹 Servers & Networking: $6.3B; +16% YoY
🔹 Storage: $4.0B; +6% YoY
🔸 ISG Operating Income: $998M; +36% YoY
🔸 CSG Revenue: $12.5B; +5% YoY
🔹 Commercial: $11.0B; +9% YoY
🔹 Consumer: $1.5B; −19% YoY
🔸 CSG Operating Income: $653M; −16% YoY
Other Key Q1 Metrics:
🔹 Record Cash Flow from Ops: $2.80B; +168% YoY
🔹 Adj. Free Cash Flow: $2.23B; +258% YoY
🔹 Capital Return: $2.4B to shareholders (buybacks + dividends)
🔸 Server/Networking Revenue: Record quarter
According to the CNBC report, the following product categories are exempt from the new US tariffs on Chinese imports: Smartphones, laptops, desktop computers, tablets, semiconductor chips as well as networking equipment and server components. The exemptions particularly affect tech companies such as Apple, Dell and HP.
Zur vollständigen Übersicht im Artikel bei CNBC
The news is based on what I personally consider to be reputable sources. No investment advice. Follow me for more updates!
$AAPL (+0,19 %)
$DELL (+0,41 %)
$NVDA (+1,19 %)
$QCOM (+0,67 %)
$AVGO (+0,87 %)
I think it's about time. But not for an all-in, because 🍊 is unpredictable 😄
Also bought:
$AMZN (+0,14 %) (x2) $GOOGL (+0,36 %) (x2) $NVDA (+1,19 %) (already a few days ago) $DELL (+0,41 %) (x2) $PG (-0,05 %)
x2 means a few days ago and today.
At the top of the list are $NEE (-0,5 %)
$WM (+0,19 %)
$ORI (-0,09 %)
$PANW (-0,09 %)
$HD (-0,02 %)
PS: my crystal ball says it's time, because we've now approached a zone twice. But whether this is actually a first indicator of a positive outlook... who knows...
Does anybody have thoughts on or valid opinions about $APO (-0,17 %) or $DELL (+0,41 %) ?
Hey guys !
It’s been a choppy ride in the US markets lately — lots of red, lots of noise. But let’s be real: these are the moments where long-term portfolios are built.
Corrections like this tend to reveal some solid opportunities. We’re not talking about hype — we’re talking about fundamentally strong businesses trading below their fair value.
Here are a few names that caught our eye this week:
We’re not saying “back up the truck” — but these names are definitely on my radar.
Your turn — what’s on your watchlist right now?
Let’s swap notes. Any other discounted gems we should be looking at?
$NVDA (+1,19 %)
$AAPL (+0,19 %)
$DELL (+0,41 %)
$SMCI (+1,57 %)
AI training is not possible without fast hardware. For Apple Intelligence, Apple is now to help itself to the Nvidia shelf once again.
Apple is apparently planning to invest billions in more and newer AI technology for Apple Intelligence. The supplier is said to be GPU specialist Nvidia. This was reported by analyst Ananda Baruah from the American investment firm Loop Capital, citing sources in the supply chain. According to the sources, the order is worth around one billion US dollars. Of this, up to 250 new servers are to be purchased.
AI servers specialized in reasoning
As Baruah writes in an investment report in the stock market journal IBD, the systems in question are of the GB300 NVL72 type. These are systems that are not yet officially on the market and are intended to be particularly suitable for reasoning AI applications. A large language model reveals the work steps that were used to reach a conclusion. Corresponding models are available from major providers such as OpenAI in the USA and DeepSeek in China. Apple does not yet operate its own chatbot and does not yet use reasoning in products that are accessible to customers.
A GB300-NVL72 system is based on 72 Blackwell Ultra GPUs plus 36 Grace CPUs "in a single platform optimized for test-time scaling inference", as Nvidia describes. The systems can also be used to build so-called AI factories, in which the machines are connected to Quantum X800 InfiniBand or Spectrum X Ethernet. When using a ConnectX-8 SuperNIC, the inference output of reasoning models can be increased fifty-fold compared to the previous Hopper platform.
Large server cluster for Gen AI at Apple
Baruah also announced that Apple plans to spend between 3.7 and 4 million dollars per server. In addition to Nvidia, Dell and Super Micro are probably also among Apple's suppliers for AI hardware. According to the analyst, Apple is now "officially in the game for large server clusters in the Gen AI sector". "Gen AI" stands for generative AI systems, i.e. large language models (LLM) with and without reasoning and image generators.
Apple is pursuing a dual strategy. The company is also developing its own AI servers based on the M4, among others, in order to implement its private cloud compute concept, in which AI applications run securely in the cloud without the company itself being able to see into them.
https://www.heise.de/news/Grosser-Serverkauf-Apple-vor-KI-Megabestellung-bei-Nvidia-10328562.html
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