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]

NVIDIA (NASDAQ: NVDA ) sits at the center of the AI infrastructure revolution, and has developed into far more than just a "chip" company that we thought it was 3-5 years ago. NVDA essentially provides the compute layerMMMT Wealth is run by Oliver, a CPA working in the financial services sector mainly in private equity, hedge funds, and asset management. MMMT Wealth began in 2023 when Oliver started writing online mainly on X and Substack about investment strategies and stocks. His main aim is to gather ins ...