How Schwab Network’s view on $DELL changed

It's time to delve deeper into analyzing Dell. This is our segment to highlight technology. There was some good news for Dell. I'll start, as you know, with the bright side of the picture.

Let's start from there, even though the stock is down 4% today.

Well, Dell is a very interesting company. Just like Intel and AMD, its value has almost tripled since the beginning of the year. So, it has witnessed a tremendous movement.

let's talk about your next choice here. A chart that is somewhat similar in terms of momentum to what we have seen since the spring in this stock, but with much larger moves . I mean, from the beginning of the year until now, Dell's stock has risen by 360 %.

But yes, back to Dale. You know , many of my business ideas I think are fairly obvious. But when you look at Dell, who is supplying? Going back to the first story, if a large law firm or a major accounting firm wanted to buy a set of servers to put in its basement to run its own artificial intelligence, they would turn to Dell, and I like it as a hardware investment.

I really respect Michael Dell. I read his book, and they were pioneers in this field, whether it was for small businesses, large corporations, even the biggest giants, and even the government.

They recently unveiled, a few weeks ago, that new collection with Nvidia. I like it as an investment in in-house artificial intelligence, and again, a straight vertical graph, but I think it's really only just getting started .