@RecentlyTrain484 1 week ago
Dell is booming
Dell is booming
is up roughly 243% this year as AI server demand continues exploding. A couple of years ago I would've never thought of Dell this way. Pleasantly surprised for sure
@MasonCarter10 1 week ago
Dell has become one of the biggest AI infrastructure winners, showing how demand for AI servers can completely reshape a company's growth story.
@EmmaStone 1 week ago
has definitely surprised the market, now the key question is whether AI server demand can keep driving earnings at the same pace.
@IsabelLynn 1 week ago
totally agree that dell is a surprising winner here. i wonder if other legacy hardware firms can pull off the same pivot.
