Trade Tracker: Richard Saperstein buys more Dell and IBM
CNBC Televisionยท2025-10-28 17:11AI Infrastructure Investment Theme - The company increased investments in Dell and IBM, aligning with the theme of concentric rings around the core of data center buildout and AI infrastructure [1] Dell's Infrastructure Division Performance - Dell's infrastructure division experienced a year-over-year growth of 44% [2] - Dell's infrastructure division is expected to have 100% year-over-year growth [3] - Dell's infrastructure division has a 10% operating cash flow business [3] - Dell is bringing 7% down to the bottom line [3] Investment Rationale - Dell presents an incredible return at capital story plus a growth story surrounding the AI infrastructure buildout [3]