MEXC
@MEXC
๊ฐ์
March 2018
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$DELL has the orders. Now it has to ship them. ๐
Thatโs the part the headline wonโt tell you.
Follow @MEXC_Research for the setup behind the move. ๐
Dell's ($DELL) AI server backlog just hit $95B, up from $51.3B last quarter.
Orders are arriving faster than Dell can ship them. But backlog isn't revenue yet, component shortages could slow the pace.
Read the full earnings recap. ๐
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