Dell is the Hottest Trade in AI.

🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YU... APPLE: https://podcasts.apple.com/us/podcast... RSS FEED: https://limitlessft.substack.com/ ------ We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI server sales. ------ TIMESTAMPS 0:00 Dell’s AI Comeback 1:34 Private to Public 2:18 Picks and Shovels 4:19 Vera Rubin Goes Live 7:02 AI on Your Desktop 10:16 The New Laptop War 13:01 Open Source Strategy 16:10 The Bubble Landscape 19:02 Trump's Involvement 22:24 Why Dell Matters 26:09 Consumer AI Hardware ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠