🚀 Dell Technologies is skyrocketing again!

Shares of Dell Technologies $DELL gained about 12% on Friday, reaching near all-time highs again. 📈

The main driver remains huge demand for AI infrastructure and servers. Dell has delivered very strong results, with AI server orders reaching $60.9 billion and backlog climbing to $95 billion. 🔥

Further momentum came from very strong investments by tech giants into data centers. Oracle, for example, is significantly increasing its capital expenditures, and Microsoft plans another massive expansion of computing capacity. Companies like Dell could be one of the main infrastructure suppliers for the ongoing AI boom.

And now for something interesting. 👀

I analyzed Dell Technologies about 9 months ago, and since then this investment is up more than 350%. 🚀

Of course, that doesn't mean the stock will continue at a similar pace. After such huge growth, it's necessary to monitor valuation, margins, and whether current AI server demand will persist.

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