Thinglass Investment action I recommended a buy rating for Dell Technologies Inc. (NYSE:DELL) when I wrote about it the last time, as I was bullish on DELL's focus on AI, the demand it saw despite the weak macro conditions, and its accomplishments in the storage sector. Based on my current outlook and analysis of Dell, I recommend a buy rating with a 1-year total return expectation of 14% (2% from dividend yield). I see three positive factors that will drive a stronger FY25 performance: Continuous AI-server ...