Author: Think AI, Evan
“Go out and buy a Dell! They're great”
On May 8, Trump expressed gratitude to the Dell family at a Mother’s Day event at the White House
and publicly called on the public: “Go buy Dell computers, the products are excellent!” This shout-out directly ignited the market
Dell's stock price surged 13.11% that day, directly breaking through the historical high of $260
You must listen to the president's words; if you followed the president's advice and bought a million on the 8th, today that money would be $1.8 million
Looking at it this way, making money really seems simple, following the president to buy? Not really, it’s because the president's family already holds Dell stocks
What other positions does the president have? Why have old projects like Dell, Nokia, and Intel surged recently?
Learn to Invest Like the President
On May 14, 2026, documents released by the U.S. Office of Government Ethics (OGE) revealed the Trump family's stock holdings
The most questioned items on this list are those closely tied to national strategy, which can be entirely influenced by presidential executive power
Intel: Return 150.77%. The U.S. government finalized major equity deals by the end of 2025, Trump made six precise increases in the first quarter
Dell Technologies: Return 200%, built positions multiple times, publicly announced in early May, and in late May revealed significant good news
On February 10, Trump purchased up to $5 million worth of DELL stocks
On March 2, he increased his holdings again
On March 11, he continued to add to his position
On March 23, he bought for the fourth time
On May 8, Trump publicly stated: “Go buy Dell, they are great.” On that day, DELL's stock price rose about 12%
On May 28, Dell secured a $9.7 billion contract from the U.S. Pentagon, lasting five years
There are also stocks from SanDisk, Seagate Aerospace, and other hot sectors this year
Looking back at earlier this year, the market captured multiple occasions where before major policy announcements from the White House, options, commodity futures, and prediction markets
frequently exhibited “timing so precise it’s astonishing” odd bets, whose operations were these?
Even more controversial, Trump himself previously hinted right before tariff policy adjustments, publicly stating “now is a good time to buy”
This action directly triggered strong criticism from Democratic lawmakers, calling for an investigation into potential market manipulation
No wonder Trump often claims he is “the man who saved the U.S. stock market”
The Surge of Dell
Many people, upon hearing Dell, think of that old antique computer at home
The truth is Dell is currently reaping the benefits of the AI era, a faltering industry has taken off due to the demand for AI servers
GPU, CPU, and other core chips cannot operate independently; they must be paired with memory, storage, liquid cooling, networking equipment, and scheduling software to assemble a complete server
Dell's core business is precisely developing AI servers ready for immediate use, ranking first in total global server volume, working closely with Nvidia
In the latest financial report for Q1 of fiscal year 2027, Dell's total revenue reached $43.8 billion, a year-on-year surge of 88%, setting a new historical high
Compared to fiscal year 2026, its total revenue is expected to grow from $113.5 billion to $167 billion, with a year-on-year growth rate of 47%
Among them, revenue from AI server business will soar from about $24.6 billion to $60 billion, with a year-on-year growth rate of 144%
In Wall Street terms: “Orders are piling up to the point that they simply cannot keep up”
A year ago, Intel was regarded as a failure in the AI scene, but this year it has seen a boom in CPU demand due to the advent of inference models
Nokia's optical communications, which once produced glass light bulbs for Edison, also benefits
In the AI era, which companies do you think thought to be outdated will make a comeback next?
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