Its the perfect storm for Dell and there no margin business dell will be the posted child of the AI Bust
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CoreWeave will be the poster child for this bubble. It is launching on Hopper instead of Blackwell, and its IPO is already faltering.
Dell should not be in same sentence as nvidia
Nvidia is in a Death Cross as well.
It’s all over but the cryin’
If you fail to take care of your people, it will show up in the business.
100%