《Dell Just Became a Growth Stock. Thank Nvidia.》
戴尔通过AI基础设施向成长股转型，提供了有吸引力的长期价值，但短期内因依赖英伟达生态系统和客户集中而存在风险。
戴尔，这家你在2004年买笔记本电脑的无聊公司，其股价在过去一年上涨了278%。他们刚刚公布了财报，业绩非常出色，股价当日上涨8.78%。
Dell, the boring company that you bought your laptop from in 2004, well, their stock price is up 278% over the past year. They just reported earnings, absolutely crushed it, and the stock is up 8.78% on the day.
在我个人关注的173只股票中，戴尔今天涨幅最大，排名第一。那么，为什么戴尔一直表现优异？因为他们刚刚迎来了42年历史上最大的一个季度。
On my personal watch list, the 173 stocks I track, Dell is number one today with the largest gain. So, why has Dell been winning? Well, they just had the biggest quarter in their 42-year history.
营收同比增长58%。每股收益同比增长203%。营业收入增长204%。
Revenue was up 58% year-over-year. Earnings per share was up 203% year-over-year. Operating income was up 204%.