Coca-Cola is mentioned as a comparison point for Dell's valuation, noting its slower growth rate.
Source Post
Dell Just Became a Growth Stock. Thank Nvidia.
Sep 2, 2026
The creator discusses Dell's recent surge in stock price, attributing it to strong AI server orders and a partnership with Nvidia. Despite a significant year-over-year increase in stock price and a historically high P/E multiple, the creator suggests Dell might still be undervalued due to its rapid growth in the AI sector, which is projected to surpass its traditional PC business.
Linked Mentions
Tickers discussed in this post
Dell's growth is directly tied to Nvidia's continued success in the AI sector.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.