I am recommending a buy rating for Dell Technologies (NYSE: DELL ). In my view, DELL is well positioned to capitalize on this global AI buildout investment cycle. Its long-term guidance is plausible, in my view, one that is supported by AI serverI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, ...