But only if you are in AI. Dell’s basically shifting from PCs to an AI server growth story... Aiming for $20B++++ in AI server sales this year... plus services and financing in the mix so it looks good as a plan... I'd buy the stock but I am unsure if I want to continue working here since what I do does not benefit from most of this. We'll see how things play out but I think that stock $$$ will keep going up. Not a financial advisor and I typically fu-k up my predictions tho.
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Al at Dell is a joke. If you’re in AI here you are doing a lot of hand waving and fighting turf wars over table scraps left after they pour all the budget into the next shiny startup that is bound to fail.