Dell Technologies Inc (DELL) – Accelerating Toward AI LeadershipCompany Snapshot:
NYSE:DELL is transforming from a traditional hardware player into an AI-driven, high-margin solutions provider, underpinned by strategic GPU partnerships and a shift toward recurring software revenue.
Key Catalysts:
AI Data Center Momentum 🔌
Deep collaborations with NVIDIA and AMD enable Dell to deploy cutting-edge GPUs across its server portfolio—critical infrastructure for AI workloads and enterprise compute.
Recurring Revenue Growth 💼
Double-digit gains in software and services are reducing cyclicality, driving margin expansion, and making the business model more resilient and predictable.
Capital Return Strength 💰
Dell returned $1B+ to shareholders last quarter, including a 20% dividend increase, backed by $2.2B in free cash flow—demonstrating strong capital discipline and confidence.
Investment Outlook:
Bullish Entry Zone: Above $108–$110
Upside Target: $175–$180, supported by Dell’s AI-enabled pivot, margin tailwinds, and shareholder-friendly capital strategy.
🧠 Dell’s AI infrastructure push and software-driven transformation position it as a top-tier tech compounder.
#Dell #DELL #AIInfrastructure #DataCenters #NVIDIA #AMD #TechStocks #RecurringRevenue #Dividends #Buybacks #GrowthStock #AIComputing
AMD
AMDThis chart is only for educational purposes. Do your due diligence before investing or trading. I'm not responsible for any profits or losses that arise from your actions. The purpose of sharing this chart is only for education, and it serves as my personal diary.
My paper trading:
I will enter above $107 if it sustains
My SL 105
Target: As per Risk reward
AMD - growth in the near future.As we see in the two-hour time frame, the price is close to the resistance level of $ 85. If there is a breakdown of the resistance line and the price fixes, it makes sense to take a long time. You need to wait a bit and see how the price will behave.
P. S. Never take hasty conclusions and rash decisions.
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Good luck and big profits.