That said, I wouldn’t chase it simply because it’s at a new high. Much of the AI growth story may already be priced in, so I’d watch order growth, margins and backlog conversion. A pullback without fundamental deterioration could offer a better entry.
I also like $Halozyme Therapeutics(HALO)$ and $Royalty Pharma plc(RPRX)$ for their recurring royalty cash flows. But for growth potential, I still prefer DELL. AI capex + strong orders + rising earnings expectations remains a powerful combination.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- lolmei·09-08 19:02TOPHALO and RPRX do give more downside cushion through royalty cash flows, but I still get why DELL leads for growth. The mix really comes down to how much cyclicality you want.1Report
- vibzee·09-08 19:02TOPBacklog matters more than headline revenue here. If order conversion stays clean for the next couple quarters, earnings upgrades probably are not done yet1Report