DELL 全部观点

imagine we get a delicious 10% day and this company adds literally a Dell and a half. And I don't mean Adele the Singer. I mean Dell and another half of Dell.

Dell. Uh, we talked about this one earlier. I mean, really, I think they're they're taking advantage hookline and sinker of the open weight play. Uh, which is smart. Really smart. So, I uh I'm excited for them.

Dell is less shiny since it doesn't build the chips or the AI models, but they do provide the infrastructure for it all, the data centers. So, it's not a pure play because half of their revenues comes from this legacy PC segment or at least that was the case in the past year. But now it has shifted slightly and the infrastructure part of the business has actually grown to 60% primarily driven by 70% revenue growth in that segment year-over-year.