Dell: Betting On Servers, Not Screens

Core Viewpoint - Dell Technologies Inc. is considered a value play with reasonable pricing, despite growth stagnation in its PC business, which is reflected in its valuations. The company has potential upside from AI infrastructure growth [1]. Company Analysis - The growth stagnation in Dell's Client Solutions Group (CSG) is acknowledged, indicating challenges in the PC segment [1]. - The current valuations of Dell incorporate the stagnation in growth, suggesting that the market has already priced in these challenges [1]. - There is an identified potential for growth driven by advancements in AI infrastructure, which could provide a positive outlook for the company [1].