Trade Tracker: Richard Saperstein buys more Dell and IBM
I want to get to a couple of moves you have related to the whole AI trade. You bought more Dell and you bought more IP IBM within within the past couple of weeks. Can can you tell me more.>> Well, this is part of our theme of the concentric rings around the core of the data center buildout and AI infrastructure. So, uh Dell uh the infrastructure division uh year-over-year is up 44%. Uh I would encourage everyone to listen to the last few interviews Michael Dell has made and re get a listen to the last earni ...