πππAt USD 440
$Dell Technologies Inc.(DELL)$ may look expensive but when you look closely it is fundamentally backed by strong earnings and order AI server backlog of a record USD 51.3 billion. This means that Dell is physically incapable of building servers fast enough to satisfy enterprise demands, ensuring absolute pricing power through to 2027.
Dell also won a huge USD 9.7 billion Pentagon defense contract that completely solidifies Dell's USD 440 valuation as a fundamental launchpad rather than a temporary short term peak.
@Tiger_comments @TigerStars @Tiger_SG
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