This is my AI Infrastructure Favorite with a P/E of 12. Three Reasons!
Dell is a cheap tech value stock with a P/E of 12 and high returns to shareholders, offering AI growth potential.
With investments in AI, intelligence is created that offers benefits to companies. High AI spending continues and boosts Dell.
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The AI infrastructure stocks have seen a good performance in recent months, as the Stargate project builds new data centers for $500 billion, Meta plans to invest hundreds of billions, and the NVIDIA CEO has predicted AI infrastructure spending of up to $4 trillion by 2030. However, it recently appears that with stocks like Vertiv (P/S 5.6, P/E 36) or Arista Networks (P/S 17, P/E 45), much is already priced in. My favorite is the tech value stock Dell. Three reasons: 1. Dell is significantly undervalued with a projected P/E of 12.5 and a P/S of...
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