Sep. 15 at 8:07 PM
$DELL I am short on this one, and pretty confident that it will go down before the news of AI slow down, 5% yield, 105$ Barrel oil and september blues.. May be in short term the stock has upper leg but eventually it screeching come down, as all the frontier models are getting PENNY for the DOLLAR spent and not seeing any exponential grown. The linear growth itself is challenging as more companies are ok with the open source models. Dell may make 30 to 40 billion in a year or two but who will foot the bill. The investors who poured the billions into AI trade now realizing the where is the revenue and the idea of scaling up for better is scary. up
