$Dell Technologies Inc.(DELL)$
When most people think of DELL the first thing that comes to mind is PCs, but PCs are only half of DELL's business. Its infrastructure business and AI servers is the other half, which brings in the most money -- and DELL has been the server industry leader for quite a while. I see a bright future for DELL due to its strategic collaboration with $NVIDIA Corp(NVDA)$ . Together they will work hand in hand to meet the future infrastructure needs of the AI industry.
Dell market cap is only about $100 billion. Dell's revenue per year is $95 billion. Their price to sales ratio is way too low. Nvda revenue was only $60 billion last year. maybe $120 billion this year. Nvda market cap is over $3 trillion!? DELL is way too cheap.
Comments