Here's Why We're Long Dell And Short Super Micro Computer

The Dell stock (NYSE: DELL ) has been a strong gainer amid the AI rally. Its value has more than tripled since the debut of OpenAI's ChatGPT in late 2022 unleashed mass market interest in generative AI solutions. Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than ...