Trade Tracker: Richard Saperstein buys more Dell and IBM

Group 1 - The company has increased investments in Dell and IBM, focusing on the AI infrastructure and data center buildout theme [1] - Dell's infrastructure division has shown a year-over-year growth of 44%, indicating strong performance [2] - The infrastructure division is projected to achieve 100% year-over-year growth, with a 10% operating cash flow, contributing significantly to the bottom line [3]