Core Insights - Dell Technologies is positioned as a key player in the AI infrastructure revolution, yet the market continues to value it as a traditional hardware company [1] - The investment philosophy of Kennedy Njagi emphasizes long-term discipline and consistent alpha, focusing on companies with aggressive growth prospects [1] Company Analysis - Dell is perceived as a legacy hardware name despite its potential in the AI sector [1] - The company is expected to become highly profitable within 1-2 years, aligning with GARP (Growth at a Reasonable Price) investment strategies [1] Investment Perspective - The article reflects a positive outlook on Dell's growth potential, suggesting that it may be undervalued in the current market [1] - The analysis aims to empower investors by improving financial literacy and understanding of market dynamics [1]

Group 1 - NVIDIA is at the forefront of the AI infrastructure revolution, evolving beyond its initial identity as merely a chip company [1] - The company now provides a critical compute layer essential for AI applications, indicating a significant shift in its business model over the past 3-5 years [1] Group 2 - MMMT Wealth, led by Oliver, focuses on investment strategies and stock analysis, emphasizing insights from investor calls, presentations, and financials [1] - Oliver has 5 years of investing experience and 4 years as a CPA, showcasing a blend of practical investment knowledge and financial expertise [1]