$Dell Tech(DELL.US) | Susquehanna ๐ฎ๐ฉ๐ ๐ซ๐๐๐๐ฌ ๐๐๐ฅ๐ฅ to ๐๐จ๐ฌ๐ข๐ญ๐ข๐ฏ๐, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐๐ ๐๐ซ๐จ๐ฆ $๐๐๐, 'already gained ~600bps of share, with further upside as customers upgrade'
Analyst sees AI server mix scaling without margin dilution, strong execution, and an expanding AI opportunity driving sustained revenue momentum.
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