Dell's Comeback is the Perfect AI Case Study

We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI server sales.

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TIMESTAMPS

0:00 Dell’s AI Comeback
1:34 Private to Public
2:18 Picks and Shovels
4:19 Vera Rubin Goes Live
7:02 AI on Your Desktop
10:16 The New Laptop War
13:01 Open Source Strategy
16:10 The Bubble Landscape
19:02 Trump's Involvement
22:24 Why Dell Matters
26:09 Consumer AI Hardware

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠