Can Dell rise to $1,000 and become the next tenbagger in the US Model Portfolio?

Dell is our Tech Value stock in the US Model Portfolio, which we are leveraging for the expansion of AI infrastructure. Since 2023, we have been involved and are currently sitting on a book gain of 690%. Agentic AI creates an addressed $1 trillion infrastructure opportunity The management recently calculated a cumulative addressable infrastructure opportunity of more than $1 trillion by 2030. They raised the 2026 revenue forecast to $192 billion and $25 in EPS. Dell is also a beneficiary of agentic AI, which OpenAI is advancing with GPT-6 and...