Can Dell Rise to $1,000 and Become the Next Tenbagger in Our US Portfolio?

Dell is a tech value stock in our US 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 Meta...