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美 静 Mei Jhing
🚨 AI stocks are sending a very clear message this morning: AI demand isn’t the problem — converting it into profitable growth is.
Dell just showed what the market wants to see.
$DELL is up nearly 9% pre-market after reporting $16.4B in AI server revenue and a massive $95B AI backlog.
But $CRDO is down 10% after margins slipped from 68.3% to 64.5%.
Same AI boom. Very different market reaction. 👀
#DailyOrbit
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