Kevin Dietsch/Getty Images News Investment Thesis Dell (NYSE:DELL) shares have drifted downward over the last three months since I last wrote on the server-PC giant due to growing investor concerns after the last quarter provided commentary on the company's AI server margins. While the tech company actually outperformed revenue expectations in that quarter, their AI-powered servers saw a notable margin compression due to Nvidia's strong pricing power for their GPUs. Initially, this limited Dell's ability to ...