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July 2026
13 ํ๋ก์ ์ค 342 ํฌ
Dell ($DELL) booked $60B in AI orders in 3 months. Its rival needed a year for the same total.
Record revenue and profit, backlog nearly doubled, guidance raised. Free cash flow fell almost half.
Orders are real. Cash isn't there yet.
Our video breaks it down. ๐
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