Capitalizing on AI and realizing gains from Dell's success.͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
| |  | | March 1, 2024 | | Sell Alert Action to Take: Sell 1/3 of your position in DELL. Dear Leah, Going into 2024, we outlined our top 10 investment themes for the year. One theme is Local AI, which portends a significant AI-powered upgrade cycle for PCs and data centers. This trend suggests that companies will increasingly build AI into their devices. We chose to play that Local AI theme through Nutanix (NTNX) and Dell (DELL).
Fortunately for us, the Local AI investment theme has caught fire this year, especially this week. Dell and Nutanix reported strong earnings, with Dell forecasting a significant AI PC upgrade cycle will boost its 2024 financial performance, and Nutanix anticipating a substantial AI data center upgrade cycle to have a similar effect. As a result, both companies saw their stocks surge.
Our DELL position has increased by 70%, and our NTNX position has grown by 80%...
Subsequently, now is the time to do some trimming. Read the Full Alert π¨ |  | | Luke Lango
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