How Dividend Data’s view on $NVDA changed

and just this past week OpenAI announced their new AI chip, Halapenio, which is actually better than Nvidia chips on some metrics.

and it's probably flowed into my investments in Microsoft, Google, and then Nvidia.

And this next year outlook is similar to how Nvidia gave their next year outlook in their latest earnings report. And they did it based on the supply they have secured. And Jensen said the exact same thing on the Nvidia earnings call.

I'll explain how Dell is benefiting from the broader AI data center buildout, and how they basically have a tight partnership now with Nvidia. And as long as Nvidia keeps growing, so will Dell.

So, today I'm going to tell the story of how Dell became a growth stock in 2026, and how by some metrics, it might be cheaper than Nvidia.