RecapsYUUUGE: Dell Actuals vs. ConsensusConsensus MediaMay 28, 2026∙ Paid1ShareOn the back of the Dell contract award news yesterday, it suddenly became abundantly clear to me that DELL would be a big Trump Admin winner a la Intel (SpaceX is next!).Take a look at just how monster the upside is here:This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inPreviousNext