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D thinks
🚨 AI STOCKS AREN’T JUST TRADING ON GROWTH ANYMORE — THEY’RE TRADING ON EXECUTION.
Dell just showed the market what real AI demand looks like: $16.4B in AI server revenue and a massive $95B backlog. That’s why $DELL is ripping while the rest of the hardware group is being judged much more harshly.
And then there’s $CRDO. 👀
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