On track to my 250 USD target. New 1.44 billion USD deal shows enterprise customers are building AI infrastructure!
Dell announces a 1.44 billion USD order for enterprise AI infrastructure.
The stock is on the way to my target of 250 USD.
Reading Time: 2 minutes
At the beginning of April, I expressed the opinion that Dell stock could rise to 250 USD over the following months. We are making significant strides toward this goal. Today's deal demonstrates that the ambitions to double AI revenue to 50 billion USD this year, and to increase it further beyond that, are not a utopia. Why? 1. The 1.44 billion USD deal with Boost Run is a strategic exclamation mark. Boost Run, an "NVIDIA Preferred Cloud Service Provider,” relies on Dell to provide AI infrastructures for enterprise customers. This gives rise to...
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