AI Oracle Serenity: Dell surges 28%, upstream supply chain has yet to catch up

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Dell Q1 earnings far exceeded expectations, with revenue of $43.8 billion, up 88% year-over-year, and AI server revenue of $16.1 billion, up 757% year-over-year, causing the stock to surge by 39% in after-hours trading. "New Stock God" Serenity pointed out that investors who missed the Dell rally should focus on the upstream supply chain. (Previous coverage: Is Trump in a hurry? Seven major events in one day, pushing Dell up 14%) (Background: Trump's stock trading details revealed! Q1 sweep of 3,642 orders, spending money on NVIDIA and Dell, then publicly pumping the stock) Key Highlights - Dell Q1 revenue was $43.8 billion, up 88% year-over-year; EPS was $4.86, beating the expected $2.88; AI server revenue was $16.1 billion, up 757% year-over-year. - Trump bought Dell stock in February at approximately $126 per share and publicly called to "buy a Dell" at the White House on 5/8. After the earnings report, the stock price hit $441, tripling in value. - "New Stock God" Serenity suggests focusing on the upstream supply chain; Taiwan ODMs Quanta, Foxconn, Wiwynn, and Wistron all surged on the earnings day. From $126 to $441, it tripled in three months. Trump disclosed in a financial filing in February that he had purchased between $1 million and $5 million worth of Dell stock at approximately $126 per share. After the market closed on the 28th, Dell's earnings were released, and the stock surged to $441 in after-hours trading. On the 27th, the Pentagon signed a $9.7 billion, five-year Core Enterprise Technology Agreement with Dell to provide Microsoft software licensing services to the U.S. military, intelligence agencies, and the Coast Guard, expected to save $422 million annually. AI server revenue up 757% The earnings figures were so extreme that "beating expectations" is an understatement. Dell's Q1 revenue was $43.8 billion (a record high), up 88% year-over-year, beating Wall Street's expectation of $34.8 billion by a full $9 billion. Non-GAAP EPS was $4.86, up 214% year-over-year, while the expectation was only $2.88. Broken down, Infrastructure Solutions Group (ISG) revenue was $29 billion, up 181% year-over-year, with AI-optimized servers contributing $16.1 billion, up 757% year-over-year. Quarterly AI orders were $24.4 billion, and the backlog expanded to $51.3 billion (a record high). Client Solutions Group (CSG) revenue was $14.6 billion, up 17% year-over-year, indicating a recovery in the PC business. Dell simultaneously raised its full-year outlook, with revenue expected to be $165 billion to $169 billion (up about 47% year-over-year), the AI server revenue target raised to $60 billion, and the non-GAAP EPS target set at $17.90 (up 74% year-over-year). The "New Stock God's" supply chain logic Trader Serenity (nicknamed "New Stock God" or "AI Stock God"), who has 300,000 to 470,000 followers on social media, posted after the earnings report, pointing out that Trump has publicly mentioned Dell multiple times this year, and combined with his personal holdings, "after experiencing Intel, one should have foreseen that Dell would deliver earnings far exceeding expectations." His core view is that those who missed out on Dell should look upstream. The volume growth of Dell's AI servers means that orders for GPUs, cooling, power supplies, and motherboards are also increasing, and the market "may not have fully priced in the potential beneficiaries of Dell's performance growth." The fact is, the Taiwan supply chain has already moved. The day after the earnings report (5/29), Quanta, Foxconn, Wiwynn, and Wistron all rose during the session, Inventec rose over 9.5%, and cooling manufacturer Auras Technology has order visibility through 2027. Delta Electronics' power modules and liquid cooling solutions have also been named by institutional investors as a full-stack solution for

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Published:2026-05-30 07:09:28

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