Dan Hamernik

@Smudliczek

Hi, Dell raised its full year revenue guidance by $25 billion to $192 billion. Its AI server backlog reached $95 billion. After the stock’s surge, is DELL still a buy? In this Dell Technologies stock analysis, I break down the AI server business, why customers pay Dell to deliver complete, working systems, and what the latest earnings reveal about margins. I also look at the risks behind the growth, customer concentration, rising costs and the gap between reported profit and cash flow. The question I’m watching next is simple. Can Dell turn its record orders into cash? Let me know in t...

Hi, The Fed decides on 16 September and the market calls it a coin flip, with roughly 60% pricing a hike. Headline inflation is 3.4%, core CPI is only 2.5%, so the answer depends entirely on which number you trust. I sat down with Kryštof Míšek, chief economist at Argos Capital, to go through the eighteen questions behind that decision: how rates, the dollar and the US debt are connected, whether the Fed is behind the curve, whether this is stagflation or just an oil shock, and what a hike would do to equities, bonds, the dollar and gold. Recorded 10 September 2026, one day before the Aug...