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Posted by
Two Blokes Jun 8 -
Filed in
Stock
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I maintain my STRONG BUY rating on Dell, driven by robust AI server demand, strong order backlog, and disciplined cost controls supporting future growth. Dell's partnerships with NVIDIA, AMD, and Google, plus innovative server and storage solutions, position it as a key AI infrastructure provider. Financials are solid: Q1 FY26 revenue up 5% YoY, ISG segment up 12%, strong free cash flow, and management committed to shareholder returns.
