A New Leader Stock with a P/E Ratio of 13 in the AI Sector. AGI and AI Agents Create a huge demand!
NVIDIA CEO declares AGI. The demand for AI servers, storage, and cooling will remain high.
Dell also serves the enterprise segment. The P/E ratio of 12.9 is moderate.
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The AI stocks made a remarkable comeback on Tuesday. From my perspective, there is only one reason for this: NVIDIA CEO Huang has declared the era of AGI (Artificial General Intelligence). According to him, AI is already achieved at human level. Combined with the growing use of AI agents, this creates an exponentially increasing demand for AI infrastructure. Dell is excellently positioned to receive many orders. Currently, they have a backlog of 43 billion USD. The pipeline, according to the CFO, is "larger than ever before." Therefore, AI revenue...
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