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DELL surged 306% YTD on a $95B AI backlog and $47B quarterly revenue, yet trades at just 21x forward earnings with +148% EPS growth guided.
Reaching $700 requires only 1x additional multiple expansion beyond the base case, contingent on FY27 EPS hitting $25.50 and supply constraints easing.
Jeff Clarke flagged DRAM and NAND shortages as the primary risk, and a sudden pause in AI capex spending could derail the entire bull thesis fast.
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