「Stock Market Guru」 Serenity: If You Missed the Dell Rally, Focus on Opportunities with Upstream Suppliers Yet to Be Fully Priced by the Market

BlockBeats News, May 30th, The "Stock God" Serenity posted a message stating that Trump has mentioned Dell multiple times this year, and he himself has purchased Dell stock worth $1 million to $5 million. After experiencing Intel, it should have been foreseeable that Dell would deliver a financial report far beyond expectations.

Serenity believes that after Dell's performance exceeded expectations, the market's focus may shift to its upstream supply chain. He mentioned that if investors think they have missed the Dell opportunity, they can still pay attention to related upstream suppliers because the market may not have fully priced in the potential beneficiaries of Dell's performance growth.

According to Bitget data, Dell surged over 28%, trading at $407.88, with first-quarter performance far exceeding expectations.