Check out the current SP.
Dell just cleaned HP's clock, stole HPE's Lunch money and drank Lenovo's milkshake, Whilst all the flailing around Dell quietly built an edge to core to cloud megaglobalcorp that works.
Find me another company that has their sht in a sock that good. Nope.
Why the blip? The smart money knows this is more than just AI, there is an evac from the Hyperscalers as AI takes hold and that means infrastructure and comms. AI is just the fluffy dice we use to sell the car. They also know that there is going to be a stupidly large amount of money poured into Edge as AI gets it's mittens on your sweet sweet users.
Drink . your . . milkshake.