Dell: AI Growth Inflection Is Just Beginning

Summary
  • Dell stock has outperformed Super Micro stock recently, closing the valuation bifurcation between them.
  • Dell’s diversified ISG portfolio potentially helps to mitigate margin pressure in AI-optimized servers, underscoring its diversification.
  • Dell benefits from core server refresh cycles and increased AI adoption, bolstering investor sentiments about its growth prospects.
  • I explain why DELL’s improved AI thesis should lift the market’s confidence in its ability to gain more market share against its rivals. Read on to find out more.
  • I am JR research, an opportunistic investor who identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. I run the investing group Ultimate Growth Investing.

Dell: Buyers Have Returned With Conviction

Dell Technologies Inc. (NYSE:DELL) investors have avoided a further battering as DELL’s August 2024 lows held firmly. As a result, dip-buyers have returned to lift the stock’s buying momentum, even as arch-rival Super Micro (

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