Dell Technologies(DELL) Seeking Alpha·2025-01-14 15:05Company Overview - Dell Technologies (NYSE: DELL) is positioned as a leading player in the AI server market, benefiting from increased investments in AI-driven infrastructures by enterprise and cloud provider customers [1] Industry Trends - The AI server market is experiencing significant growth, driven by rising demand for AI-driven infrastructures from enterprise and cloud providers [1] Investment Perspective - Dell Technologies is considered a strong candidate for riding the AI server wave, supported by its role in underpinning AI server infrastructure [1] - The company is viewed as a high-quality, reasonably priced business with strong moats and significant growth potential, aligning with a GARP/Value investment style [1] Analyst Background - The analysis is provided by Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform, with extensive experience in auditing and consulting at Deloitte and KPMG [1] - The investment approach focuses on long-term wealth accumulation through compounding, with an emphasis on downside protection and contrarian views during market uncertainties [1]