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]