Dell +570%. When Will we Take Profit? A Note on Trending Value.

Dear Traders, With Dell's stock, we have achieved an impressive 572% gain in our portfolio. We are asked almost daily asking when we will take profits. Here are some thoughts on this: The P/S ratio for Dell for the current fiscal year is only 1.85. Other companies in the AI infrastructure sector are valued significantly higher. For example, Vertiv, known for liquid cooling systems, is expected to have a P/S ratio of 9.4. This means that Dell can fundamentally expand its valuation if profit margins improve. Prices of up to $1,000 could...