Among these six stocks, Dell would be my top watchlist candidate. The reason is simple: its AI story is increasingly supported by real orders and backlog, rather than just market hype. Dell’s latest quarter showed record AI-server demand, with $60.9 billion of AI orders booked and an AI backlog reaching $95 billion.
What I find especially interesting is that AI infrastructure spending is expanding beyond the biggest hyperscalers into enterprises and other customers. Dell can benefit from this broader deployment cycle through servers, storage and networking.
Of course, after reaching fresh highs, expectations are also much higher. The next question is whether earnings growth can continue to surprise the market.
For me, DELL offers the strongest combination of AI growth, visibility and momentum among these six stocks, making it the one I’d watch most closely.
@TigerPicks [你懂的]
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- snoozii·09-08 17:5395B backlog sounds great, but server gross margin slipping from 22% to 18% is the part I care about. How much of that AI demand is real profit versus pricing pressure?LikeReport