Dell Q3 Earnings: A Rare Dip-Buy Opportunity
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Dell Technologies Inc. experienced a 12% stock drop post-Q3 earnings despite strong growth in its infrastructure segment, driven by AI and cloud demand. The company is well-positioned for future growth in a $300B market by 2030.
November 27, 2024 | 5:00 pm
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Dell Technologies Inc. saw a 12% stock drop after Q3 earnings, despite strong growth in its infrastructure segment. The drop is seen as an overreaction, with potential for significant growth in AI and cloud markets.
The 12% stock drop is likely an overreaction given Dell's strong performance in AI and cloud infrastructure. The company's market leadership and growth potential in a $300B market by 2030 suggest a positive outlook.
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