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Reasons to keep Nvidia, Amazon and Apple

The Compound and Friends

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Dell's Business Model and Value Play Potential

Dell, known for PC manufacturing, also operates in the network ISG business providing services for setting up servers and selling networking gear. Despite fluctuating stock prices, Dell is seen as a value play due to its diverse offerings such as AI servers and storage solutions. With the increasing demand for on-premises servers and storage in contrast to cloud services, Dell's business model is well-positioned for future growth and profitability.

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