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tz-plus logo Dell: The Secret Plan with Which the Tech Giant Is Now Raking in 50 Billion USD with AI. The World Is Still Underestimating the AI Revolution!

J. Meyer
Reading Time: 2 minutes

In the US model portfolio, we have been betting on the Dell stock since autumn 2023. The position is up 164% in profit, and we believe that the upswing is not yet over. Several growth drivers and the moderate valuation with a price-to-earnings ratio of 12.60 based on 2028 figures support this view. The Evolution of Intelligence For CEO Michael Dell, the current development is more than just a hardware cycle. It represents a paradigm shift. "We are moving away from computing and calculating towards thinking and intelligence, which constitutes...

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