Ruihui God's prophecy, Goldman Sachs Group, Inc. and Morgan Stanley are hastily joining in! Dell Technologies, Inc. Class C (DELL.US) is sparking the era of "absolute demand outstripping supply" in agent-based AI hardware.

Notice that Sumitomo Securities has raised the target prices of five technology companies, including Micron Technology, Inc. (MU.US), SanDisk (SNDK.US), and Dell Technologies, Inc. Class C (DELL.US). The bank believes that these companies will benefit from the development of Agentic AI. The target price increases also include Arm (ARM.US) and ON Semiconductor Corporation (ON.US). Sumitomo expects that by 2027, the demand for Dynamic Random Access Memory (DRAM) will remain strong, with the LPDDR5 memory capacity carried by NVIDIA Corporation's Vera Rubin platform being three times that of the Grace platform. In addition, Agentic AI will drive an additional 9% to 13% growth in DRAM demand, with a year-on-year increase of up to 30% (or even more). The bank also predicts that, driven by favorable content and prices, the addressable total market size of High Bandwidth Memory (HBM) will grow by 90% between 2025 and 2028. Sumitomo analysts wrote in a report to clients that demand for NAND flash memory also shows no signs of decline, with strong demand for enterprise solid-state drives (eSSD)/key value cache (KV Cache), and expected tightening in 2027, high-bandwidth flash memory (HBF) may also enter the market during this period. Sumitomo Securities reaffirmed its "outperform" rating for the above five stocks and raised the target prices: from $800 to $1,150 for Micron, from $1,625 to $1,825 for SanDisk, from $300 to $350 for Dell Technologies, Inc. Class C, from $290 to $360 for Arm, and from $130 to $150 for ON Semiconductor Corporation. Dell Technologies, Inc. Class C explodes expectations and ignites the market Dell Technologies, Inc. Class C's latest financial performance for the first quarter of the 2027 fiscal year, with an almost "explosive" performance, validates Sumitomo Securities' forward-looking judgment. Driven by a surge in AI server orders, Dell Technologies, Inc. Class C not only exceeded market expectations in revenue and earnings per share, but also provided strong performance guidance, directly confirming Sumitomo's logic for significantly raising the target price from $300 to $350. In Thursday's after-hours trading, Dell Technologies, Inc. Class C's share price surged by nearly 40%, breaking through the $440 mark to reach a historic high, significantly surpassing Sumitomo's target price. This outstanding performance instantly ignited the entire technology sector. Several top Wall Street analysts urgently released reports after Dell Technologies, Inc. Class C's performance, collectively revising their valuations of the AI hardware chain. Morgan Stanley analysts pointed out that Dell Technologies, Inc. Class C's surge is just the tip of the iceberg, and Agentic AI-driven underlying upgrades are just beginning. With an exponential surge in demand from AI intelligence systems for multimodal real-time processing and local storage, High Bandwidth Memory (HBM) and liquid-cooled servers have entered a "absolutely in short supply" golden age. Meanwhile, Goldman Sachs Group, Inc.'s foreign exchange and technology hardware strategists joined this bullish chorus. Goldman Sachs Group, Inc.'s latest viewpoint believes that Dell Technologies, Inc. Class C's performance directly underpins the profit certainty of storage giants like Micron and SanDisk. AI intelligence systems require lower latency and larger "key value cache," which is driving enterprise solid-state drives (eSSD) and new DRAM into a multi-year super supply-demand bonus period. As predicted by Sumitomo, the landing of NVIDIA Corporation's new architecture and the proliferation of AI intelligence systems are injecting an increase in demand of more than 30% year-on-year throughout the entire industry chain. Dell Technologies, Inc. Class C's performance is not only a triumph of its own transformation, but also a signal for Wall Street to comprehensively go long on servers, storage, and semiconductor IP (such as Arm) in the entire AI full-stack infrastructure. From Sumitomo to the consensus of the entire market: AI infrastructure enters a super cycle Dell Technologies, Inc. Class C's financial reports show that its number of AI customers has exceeded 5,000, with a growth of over 50% in the past six months, covering new cloud service providers, sovereign AI projects, and large enterprises. AI inference workloads have even driven incremental demand for traditional computing servers, forming a "AI + traditional" dual-driven pattern. The current market consensus is that Dell Technologies, Inc. Class C is at the core of the AI infrastructure super-cycle. While some analysts are concerned about overvaluation (Morgan Stanley believes that the current stock price already fully reflects growth expectations), most viewpoints believe that, supported by a backlog of $51.3 billion in orders and continued expansion of pipeline demand, Dell Technologies, Inc. Class C's growth has visible sustainability. With the launch of NVIDIA Corporation's Vera Rubin architecture, and the expected 90% compound growth rate expansion of the High Bandwidth Memory (HBM) market between 2025 and 2028, Dell Technologies, Inc. Class C as a core integrator of AI factories, its performance eruption may just be the beginning.