Doug Clinton, the founder and CEO of Intelligent Alpha, joined a discussion on the `Squawk box ” CNBC on February 12 concerning the state of the technological sector, the technological race of AI, the force of investments in IA And pricing uncertainty affected the technological actions of mega-caps last month. When he was asked to assess how bad he was on a scale of 1 to 10, Clinton replied that about 2.5 weeks ago, during what he called “Deep Tech Monday” , it was probably about 8.5 or 9 due to significant pressure. However, since then, things have calmed down following reports on the benefits of hyperscalers like Google and declarations of industry leaders such as Sam Altman indicating that the boom of capital expenditure in AI will continue .
Clinton stressed that even if they remain optimistic about technology overall, not all companies are also used in AI. For example, Meta is very exposed because of its leadership in the Open Source AI with models like Llama. Google and Nvidia are also strongly linked to AI progress. On the other hand, Amazon and Apple could have less exposure compared to other hyperscalers. Interestingly, the iPhone manufacturer recently concluded an agreement with Alibaba to integrate their AI models on iPhones in China. Regarding prices and trade tensions with China, Clinton suggested that if these problems should be monitored for hyperscalers who have significant exposure to the production of fleas, he does not think they will be too touched by the Prices due to their limited involvement in import / export activities directly affected by prices. Instead of focusing strongly on pricing risks at this stage, he thinks that it is more important for investors to follow how the AI products of these companies evolve and how customers adopt them.
He also expressed skepticism as to an prolonged trade war with China under Trump’s negotiation tactics. He noted similarities with recent negotiations involving Canada and Mexico where border policies have been adjusted without prolonged conflict on prices. While acknowledging that potential impacts if tensions increase considerably, affecting in particular flea producers, Clinton does not provide for this immediate concern over the next year. If China was involved in an extended trade war with the United States, this could be very bad for certain companies. However, Clinton does not think that this scenario is likely because Trump often seeks victories to negotiate quickly rather than prolonged conflicts.
We used a screen criterion to compile a list of technological stocks with a P / E ratio before under 15 years of age. We then selected 10 shares which had a high average increase potential (more than 30%) and were the most popular among elite hedge funds. Actions are classified in ascending order of their average increase potential. We have also added the feeling of hedge funds for each action from the insider monkey database.
Note: All data comes from February 13.
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Dell Technologies (Dell) – Citi analyst sees the margins of the server AI stimulating long -term growth
A team of IT experts discussing the latest network security trends on a laptop screen.
P / E front ratio: 12.15
Average upward potential: 37.27%
Number of hedge holders: 60
Dell Technologies Inc. (NYSE: DELL) provides integrated technological solutions on a global scale and operates via its ISG (Infrastructure Solutions Group) and CSG (Client Solutions Group) segments. ISG offers business quality storage, servers (including Ai-Optimized Network Solutions). CSG provides office computers, workstations, notebooks and associated devices. It also offers cybersecurity, financing and resale VMware solutions, serving businesses, public institutions and SMEs.
Analyst Citi Asiya Merchant maintained a purchase note on Dell Technologies Inc. (NYSE: DELL) with a price target of $ 156 on February 12. The optimism of the merchant stems from the improvement of demand, the trends in positive industry events and the higher margins of the IA server. The company has seen a change in the request of the IA server to the Blackwell architecture of Nvidia in the third quarter, which had an impact on short -term shipments as these new products have accelerated. Despite this, Dell Technologies Inc. (NYSE: DELL) obtained $ 3.6 billion in IA server orders, which represents a sequential increase of 11% and signed more than 2,000 corporate customers for its IA solutions.
It also extends its partnership with Coreweave, offering the first Dell Poweredge X9712 Server Racks with Nvidia GB200 NVL72 to improve the Corewave Cloud AI platform. This collaboration will use the IR7000 professional services for the company’s liquid and professional AI services to optimize the design of the Corewave data center, combining the infrastructure of Dell Technologies Inc. (NYSE: DELL) with technology from Nvidia.
Despite disappointing benefits in H1 2024, the Carillon Scout Mid Cap Fund considers the company due to its IA -oriented growth potential and strong product offers. The fund indicated the following concerning Dell Technologies Inc. (NYSE: DELL) in its Q2 2024 Investor letter::
“Dell Technologies Inc. (NYSE: DELL) was one of the main contributors despite the disappointing results of disappointing results in the first quarter, as investors examined the short -term disappointment and expected strong growth in servers and personal computers related to AI. We expect Dell to participate in the growth of artificial intelligence equipment, especially since companies invest more aggressively. We love the depth and extent of the company’s products and services, as well as its accent on cost maintenance. »»
Global rank 7th On our list of the best cheap technology actions to buy according to analysts. While we recognize Dell’s potential as an investment, our conviction lies in the conviction that AI actions are very promising for having provided high yields and doing it within a shorter period. If you are looking for a more promising stock of AI than Dell but which is negotiated within 5 times its income, consult our report on the Stock ai the cheapest.
