Dell: New Long Signal from the Architect of Global AI Infrastructure with a P/E of 11!

In the US model portfolio, we have been positioned with Dell since the end of 2023. New long signals are now emerging. But what fundamentally supports Dell? The AI Server Explosion: From Zero to Fifty Billion The best growth driver is the business with AI servers. What barely existed three years ago has become a giant with an annual revenue of 50 billion USD (+100%) in 2026. With a backlog of 43 billion USD and a pipeline that CFO Kennedy states is "larger than ever before," Dell demonstrates an enormous capacity for scaling. Dell differentiates...