NYSE

Dell Technologies Inc.

DELL

1 article

$280B Market cap · 2026-08-24

@catechwilliams May 23

catechwilliams on X

Meanwhile disintermediation by OEMs going direct is accelerating. See recent commentary from partners $CSCO, $PANW $DELL, etc. $PLUS has zero discernable benefit from $NVDA and AI.

Investor Letters

Letters that discuss DELL.

Oakmark Funds The discipline to stay boring 2Q 2026 +2.5% AMZN $2.8TCOF $133BCRBG $14BGOOGL $4.2T