Key insights
- The author highlights DELL as a key player in the AI capex cycle, particularly in data center cooling solutions. They point to DELL's strong cash position, server backlog, and shift towards liquid cooling as bullish factors. The analysis suggests DELL, along with SMCI and VRT, are in the middle phase of the AI expansion, while networking companies like LITE and GLW are in a later stage. This suggests continued growth potential for DELL and its peers.
I havent heard that name in years. Just came across the ticker. Theyve been mooning since march and up 25% in the last 3 days.
One of the strongest positions in the next AI capex cycle through end-to-end data center cooling. Recently shifted toward liquid cooling solutions.
Huge cash buffer and $43B in server backlog orders
The networking and fiber optics phase lead by tickers like LITE and GLW is on the later stage of the buildout cycle similar to MU and STX and other familiar names.
DELL, SMCI, VRT currently in the middle phase of their segment of the ai expansion