Builds PCs, servers, and storage; a leading supplier of the AI-optimized servers data centers buy to house Nvidia chips.
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 20 | GREEN (~15–25) |
| Capex-vs-Demand Gap | 65 | AMBER–RED (~60–70) |
| Insider-Selling Intensity | 60 | AMBER–RED (~55–65) |
| Financing Opacity / Circular Leverage | 50 | AMBER (~45–55) |
| Energy & Diminishing Returns | 25 | GREEN (low relevance, ~20–30) |
| Organic End-User Demand | 63 | AMBER–RED (~58–68) |
Q. Michael Dell sold $1.22 billion in Class C shares in June 2025 and another $1 billion in October 2025. No 10b5-1 plan was flagged on either trade. How does that compare to how Jensen Huang sold?
A. Per EDGAR Form 4 filings, Michael Dell sold 10,000,000 Class C shares on June 26, 2025 at $122.27 per share (~$1.22B) and 6,253,968 Class C shares on October 9, 2025 at $159.91 per share (~$1.00B). The 10b5-1 plan checkbox was not flagged on either Form 4. Jensen Huang's $1,049M in NVDA sales was on a 10b5-1 plan adopted March 20, 2025 with a defined ceiling of 6 million shares. This sheet scores
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Watching: Capex vs demand, Insider selling, Organic demand before the print.
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 60.0/100 from the engine.
Discretionary (no-plan) selling on the recent record: $102,016,564.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Radakovich Lynn Vojvodich | Director | 2026-07-22 | Option exercise | $62,965 | 10b5-1 |
| Radakovich Lynn Vojvodich | Director | 2026-07-22 | Sale | $836,643 | 10b5-1 |
| Slta V (Gp), L.L.C. | Insider | 2026-07-10 | J | — | — |
| Slta V (Gp), L.L.C. | Insider | 2026-07-10 | J | — | — |
| Slta V (Gp), L.L.C. | Insider | 2026-07-10 | J | — | — |
| Slta Iv (Gp), L.L.C. | Insider | 2026-07-10 | J | — | — |
| Slta Iv (Gp), L.L.C. | Insider | 2026-07-10 | J | — | — |
| Slta Iv (Gp), L.L.C. | Insider | 2026-07-10 | J | — | — |
| Silver Lake Technology Investors Iv, L.P. | Insider | 2026-07-09 | Option exercise | — | — |
| Silver Lake Technology Investors Iv, L.P. | Insider | 2026-07-09 | Sale | $5,378 | discretionary |
| Silver Lake Technology Investors Iv, L.P. | Insider | 2026-07-09 | Sale | $21,563 | discretionary |
| Silver Lake Technology Investors Iv, L.P. | Insider | 2026-07-09 | Sale | $48,168 | discretionary |
EDGAR Form 4, parsed structured · last 60 txns · asof 2026-08-08 · refreshes off the Form-4 event class
| Announced cuts (2026) | 11,000 |
| Date | 2026 |
| Confidence | high |
| Attribution | AI-DRIVEN |
| Driver | capex-offset |
| Source | annual filing ($569M severance) |
Workforce down ~10% (108k→97k) while projecting AI-optimized server revenue could double FY27 — cut the old base, bet the company on AI hardware.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.