Dell: A Winner of the "Intelligence Revolution" with a P/E Ratio of 11.6!

With Dell (DELL) , we are focusing on a corporation in the US model portfolio that provides racks and AI servers at the enterprise level, such as for xAI. The demand for AI servers is high, as demonstrated in the last quarter. $5.6 billion in orders were booked, and AI servers worth $8.2 billion were delivered, leaving $11.7 billion in outstanding orders. In just the first half of 2025, more AI servers were delivered than in the entire previous year. Additionally, according to management: "Our pipeline for five quarters continued to grow sequentially...