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D thinks
đš AI STOCKS ARENâT JUST TRADING ON GROWTH ANYMORE â THEYâRE 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. Thatâs why $DELL is ripping while the rest of the hardware group is being judged much more harshly.
And then thereâs $CRDO. đ
#DailyOrbit
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