DELL

Dell Technologies

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-$18.61 -35.07%
Conor's avatar
$20.7m follower assets
$SNOW LinkedIn Research
Even when working I get useful information I can utilize in my stock research. According to LinkedIn Sales Navigator, $DELL employees have been moving to $SNOW
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New Lows Today @ 10am
Visit highsandlows.substack.com to see more
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Every Cycle Has Its Leaders
In the Dot-Com Bubble tech rally, leadership was dominated by $INTC $MSFT $DELL $CSCO but those leaders came crashing down, only one returned to former glory $MSFT

In this tech cycle, we had FAANG $FB $AAPL $AMZN $NFLX $GOOG - will we fall of the leaders this time round?

Poses an interesting question on who we think will be the next true market leaders
Alberto Wallis's avatar
$22.7m follower assets
Upcoming Earnings Calendar (Feb 21th - 25th)
Hey guys! Here's the upcoming earnings calendar! Several very interesting reports coming up. Here's what I'll be looking forward to.

  • $MELI - How much did inflation impact their logistics margins?
  • $SQ - Cash App Users and Revenue Growth
  • $COIN - I think they will deliver a monster quarter. Crypto volatility should incentivize trading, driving commissions revenue above forecast.

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

TUE:


WED:


THU:


FRI:
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Alberto Wallis's avatar
$22.7m follower assets
CPI and Companies Agree, Inflation is Running Hot
Last week, before the release of the November CPI, Fincredible released its latest MacroTalk covering the topic of inflation. In it, they go over what CEOs and CFOs have recently been seeing regarding their costs and prices.

From the post, it was clear that inflation is still running hot, and that it will likely stay that way in the upcoming quarter. For example, here are three quotes extracted from the Macrotalk that illustrate the point:

For now, the CPI and companies agree: inflation is running hot. Next quarter we'll get a new round of earnings calls that will hopefully give us more visibility into the inflation for the full year 2022.

If you'd like to read the whole post, here's the link:


Alberto Wallis's avatar
$22.7m follower assets
Consumer Goods Still In High Demand
In this week's Fincredible MacroTalk, we go over retailers' earnings calls to get a sense of the strength of the US consumer.

In the past few weeks, companies like $WMT, $TGT, and $BBY reported strong volume sales despite higher inflation, the end of government stimulus, and a shift in spending towards services. While these results appear to show a strong consumer and robust demand for goods, there's also the possibility that some of it can be attributed to early holiday shopping.

Here are four quotes on what these companies are seeing:





If you'd like to read the whole post, here's the link: Fincredible MacroTalk.

Alberto Wallis's avatar
$22.7m follower assets
Upcoming Earnings Calendar, Nov 22-27
A very light earnings week up ahead. I'm mostly interested in Zoom $ZM. I think the stock's valuation is starting to make some sense if they can continue growing their paid user base or adding other features. I'm also interested in seeing what Best Buy $BBY has to say about the consumer demand for electronics and some comments on supply chain issues.

Remember, if you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

Monday

Tuesday:

Wednesday:

Thursday:

Friday:
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Why would two companies announce on an American holiday when the markets not open, then why would you announce on the day after a holiday, when it's a short trading day. Some companies just make wonder about commonsense.
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Eric Pelnik's avatar
$278.9m follower assets
Earnings this week
Monday, Nov 23rd
$NTNX Nutanix
$URBN Urban Outfitters

Tuesday, Nov 24th
$VMW VMware
$ADSK Autodesk
$DELL Dell
$BBY Best Buy
$DLTR Dollar Tree
$HRL Hormel Foods
$TIF Tiffany
$SJM JM Smucker
$GPS Gap
$PLAN Anaplan
$DKS Dick's Sporting Goods
$PSTG Pure Storage
$JWN Nordstrom

Wednesday, Nov 25th
$DE John Deere

Thursday, Nov 26th
None of interest

Friday, Nov 27th
None of interest

Sources: Business Insider, Google Finance, and Yahoo Finance
Eric Pelnik's avatar
$278.9m follower assets
Earnings this week
Monday, Aug 24th

$PANW Palo Alto Networks

Tuesday, Aug 25th

$CRM Salesforce

$INTU Intuit

$ADSK Autodesk

$HRL Hormel Foods

$SJM Smucker

$HPE Hewlett Packard

Wednesday, Aug 26th

$SPLK Splunk

$TIF Tiffany & Co

$BOX Box

$ESTC Elastic NV

Thursday, Aug 27th

$VMW VMware

$LULU Lululemon

$WDAY Workday

$DELL Dell

$OKTA Okta

$DLTR Dollar Tree

$ULTA Ulta Beauty

Friday, Aug 28th

$BIG Big Lots

Note that this does not encompass all earnings this week

Sources include Business Insider and Yahoo Finance
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