The hot Stock Dell Receives a $5.8 Billion Order from the Neocloud Provider Iren for the Latest GPUs!

The shares of Dell have been in our US portfolio since a share price level of $70.70 with a book profit of 137%. On October 23, 2025, I highlighted why the tech value stock is likely to become a favorite among AI infrastructure titles. First, data center providers like Vertiv and Arista are overpriced on a sales and earnings basis. Second, Dell is very attractive with a P/E ratio of 13.3 and a P/S ratio of under 1, even though it aims to increase its EPS by 15% per annum over the coming years. Third, Dell acts very shareholder-friendly, as around...