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💡 DELL (Dell Technologies) — AI Server Backlog Explosion + Q4 Earnings Feb 26 Poised for 30%+ Re-Rating 🚀
💡 DELL (Dell Technologies) — AI Server Backlog Explosion + Q4 Earnings Feb 26 Poised for 30%+ Re-Rating 🚀 SECTION 1 — Executive Summary 💼 Dell Technologies is the undervalued pure-play leader in AI-optimized servers and enterprise infrastructure, delivering record AI shipments and backlog while trading at just 9x forward earnings despite 150%+ AI growth. With Q4 FY2026 results on February 26 and hyperscaler/enterprise demand accelerating, the setup is asymmetric for a val

DCAChampion
17 hours ago5 min read
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