Dell upstream-suppliers map — memory then microprocessors then hard drives, supply-constrained not demand — tweet
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Dell upstream-suppliers map — memory then microprocessors then hard drives, supply-constrained not demand — tweet
· @demian_ai
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Read-through of Dell's earnings: the beat matters less than the disclosure that Dell is now physically capped by components while demand keeps exploding — exec quotes blunt that H2 is supply-constrained, not demand-constrained. demian reads Dell's stated component hierarchy as "the map" of where margin pools migrate upstream, and slaps tickers on each layer. Same physics-down move as his dashboard. Tail: "rivals fumble, Dell feasts."
Related
8 events DateTypeEvent
Jun 3 InvestigationFollowing the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble May 29 ScanMonster Scan May 29 ScanAI Scan May 29 ScanAI Infrastructure Scan Jun 16 ScanMonster Scan Jun 20 ScanMonster Scan Jun 3 InvestigationNearline HDD storage chokepoint — demand corroborated, supply chain mapped, durable vs bubble and coverage decision Jul 31 ScanMonster Scan Source links
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