Dell's Earnings Setup

uh but they do say in the last 24 hours we learned that Dell is seeing some AI server project delays okay so that's that's some interesting Insight from them we'll see if it's matched by the company itself tonight yeah we like the name quite a bit it isn't our our our bottom five per say and I want to find a reason to continue to add to it the previous earnings report it got hit with profitability concerns but we really do think that the the valuation with the growth prospects here leaves tremendous upside and the the momentum from the AI service into 2025 I think is a very positive thing here right now so I'm excited to see what they talk about profitability it's also getting some of super micro's business and I think that's also a positive here as as companies look to concentrate that business get a Buy on Freeport uh today from Clarkson's