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.------🌌 LIMITLESS HQ ⬇️NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/------TIMESTAMPS0:00 Dell’s AI Comeback1:34 Private to Public2:18 Picks and Shovels4:19 Vera Rubin Goes Live7:02 AI on Your Desktop10:16 The New Laptop War13:01 Open Source Strategy16:10 The Bubble Landscape19:02 Trump's Involvement22:24 Why Dell Matters26:09 Consumer AI Hardware------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠