What makes Dell interesting is that this isn’t just an “AI story”—traditional servers, networking and storage are accelerating too. The key risk is valuation after a huge run, plus margins and cash flow as Dell scales capacity.
As for Trump’s reported Dell stake, I wouldn’t make that the investment thesis. The backlog is the thesis.
My play: hold/buy on pullbacks, not chase the first green candle. Dell looks like one of the cleaner ways to ride the AI infrastructure boom.
@Tiger_Earnings [财迷]
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