Alerts

· DELL

State changes, setup conditions, and structure tensions that crossed a meaningful threshold.

2026-05-14 · 35 alerts in last 7 days · 8 active today

Actorall ADBE AMD AMZN ANET ARM AVGO CRWV DDOG DELL GOOGL INTC META MP MRVL MSFT NBIS NFLX NVDA SMCI SNOW TSM TTD VST

Typeall deteriorating unresolved persistent improving

improving1

Earlier this week

DELLimprovinghightransition

2026-05-10price confirming narrative

DELL: Narrative confirmed — price now validating the thesis

early follow-through→price confirming narrative· 3d in prior

After 3d in EARLY, price crossed the confirmation threshold. The narrative is now being paid: AI server demand vs margin pressure

watchMonitor for a 3-day hold. Transitions that revert within 2d carry no historical edge.

historyHistorical PLN→PCN: +2.15pp avg, n=16

·2026-05-10Dell’s Pangea 5 Win Highlights AI And Energy Computing Ambitions ·2026-05-10Satya Nadella Once Revealed That The 'Biggest Source Of Innovation,' Is Something Innately Human But Also Hardest To Lea ·2026-05-10Dell family gave $6.25B to 'Trump Accounts' in December. Now Trump says 'buy a Dell' — and the stock soared 14%

Clear filter · show all 35 alerts

Alerts fire when a state transition or setup condition crosses a meaningful threshold — minimum 2 days in prior state, minimum narrative count of 15, fire-once suppression per state run. One-day flips are not reported.

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