Mr M Trades highlights Dell's exceptional earnings growth, driven by massive demand for AI servers and a significant backlog. He positions Dell as a critical 'picks and shovels' play in the AI infrastructure supply chain, noting that the company is growing at a startup-like pace despite its massive scale.
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40% stock jump since last quarter but most investors missed it #stocks #DELL #investing
Mr M TradesNew
Mr M Trades highlights Dell's exceptional earnings growth, driven by massive demand for AI servers and a significant backlog. He positions Dell as a critical 'picks and shovels' play in the AI infrastructure supply chain, noting that the company is growing at a startup-like pace despite its massive scale.
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