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Forget Super Micro Computer: 1 Unstoppable AI Hardware Powerhouse to Buy Hand Over Fist After the Pullback
Key takeaways
- Dell surged 757% in AI server revenue to $16B in a single quarter while returning $2.1B to shareholders as SMCI dilutes investors with a $7B raise.
- Dell s 2% post-earnings dip puts shares at $410 against an analyst target of $484, with a forward P/E of just 23 on 47% revenue growth.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn t make the cut.
Forget Super Micro Computer: 1 Unstoppable AI Hardware Powerhouse to Buy Hand Over Fist After the Pullback Alex Sirois Wed, June 24, 2026 at 12:46 AM GMT+7 3 min read SMCI DELL NVDA SMCIP Quick Read SMCI missed Q3 revenue estimates by 18%, burned $6.6B in operating cash, and faces an export-control investigation with still-unaudited financials.
Dell surged 757% in AI server revenue to $16B in a single quarter while returning $2.1B to shareholders as SMCI dilutes investors with a $7B raise.
Dell s 2% post-earnings dip puts shares at $410 against an analyst target of $484, with a forward P/E of just 23 on 47% revenue growth.
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