Toby Howell

buying over $1 million of the stock according to his personal filings, and piled on the support saying go out and buy a Dell at an event earlier this month.

Then the Pentagon signed a five-year, nearly $10 billion contract with Dell this week to cap off a whirlwind of support from Uncle Sam.

It all adds up to a great week for the stock, with earnings, the Pentagon deal, and Trump support powering it to a 75% gain over the last five days.

And the company itself, though, is doing very well.

I mentioned their PC business, which feels like an afterthought.

That beat on revenue.

That rose 17% to $14.5 billion.

But again, that business is just so far from the main thing that Dell does at this point.

Its server business is just crushing it.

It jumped

750% year over year.

That is insane.

They're implying 144% growth going forward for the year.

It now has over 5,000 AI server customers.

Everyone from just big enterprises to these neoclads that want to spend up their own cloud business.

Dell is really good at just the nuts and bolts of setting up a server farm.

You need a lot.

You can't just put a GPU in a room and say, make an AI happen.

You have to wire them together.

We've talked about how