$DELL crushes expectations for the quarter. 53% EPS beat and 10% revenue beat. WOW! NG-GM +2.7%. $3.2B net cash. DC -11% YoY. PC -16% YoY. Raises FY24 revenue & EPS. Appears to be telling a decent #GAI story. Adds a TAM and sense of backlog. Up 8% AH. https://t.co/HAPE7pYFCM pic.twitter.com/4uuDS4f4Ow

— Patrick Moorhead (@PatrickMoorhead) August 31, 2023