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$Dell Technologies (DELL.US)$ undervalued

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  • 10baggerbamm : it rallied a few months ago off of the anticipation of q4's sales obviously going into Christmas where you have this AI upgrade cycle in personal computers and laptops that story is still in place but they beat the crap out of it just like they did every other tech stock thankfully common sense is prevailing here and people are buying it again realizing we have to position ourselves for next year

  • 6554 OP 10baggerbamm : those ppl routed out realise AI is still the most profitable

  • 10baggerbamm 6554 OP : it has to do more with the product cycle upgrade that the features that AI is going to make available will not be functional on last model years computer and it's not going to be an upgrade you're going to be able to do for a fee you need to buy a new computer so it's an upgrade cycle just like Apple is potentially going to be dealing with that Dan Ives said is going to put Apple at 4 trillion dollars by the end of next year

  • 6554 OP : how about personalised AI laptop

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