The Hottest Trade in AI is... Dell?

Direct exposure via AI servers/racks; cited strong earnings and AI server sales; most on-theme single-name in the source.

NVIDIA Corporation operates as a data center scale AI infrastructure company.

Hardware announcements extend the AI infrastructure cycle; upstream driver of demand for GPU server platforms.

The Biggest IPO in History Is Undervalued 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data centers. We also cover OpenAI’s reported data center deal and S-1 filing, Anthropic’s Fable 5 model, and Apple’s WWDC updates on Siri. ------ TIMESTAMPS 0:00 SpaceX IPO Frenzy 3:19 AI Data Centers in Space 8:38 Starlink’s Explosive Growth 14:26 Hardware Scaling Advantage 17:00 Valuing SpaceX’s Future 22:09 OpenAI’s Gigawatt Gamble 26:40 Fable 5 and Safety 29:35 Siri’s Big Comeback 33:18 Closing Thoughts and Reactions ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ Josh: The question on everyone's minds, should you buy the SpaceX IPO? Josh: should I

Podcast/newsletter promo discussing “AI loops” (more autonomous, longer-running AI workflows), rising autonomy, runtime expansion (hours/days), increasing compute/cost constraints, and the continuing importance of human judgment/taste. No specific company news, earnings, product launch, regulation, or quantified adoption metrics are provided, so investability is mostly thematic rather than event-driven.

We've Never Seen an AI Like This (Claude Fable 5) 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ Today, we discuss Anthropic’s new model release, focusing on the balance between stronger AI capabilities and tighter safety restrictions. Let's unpack some demos of visual reasoning, gaming, and enterprise use cases, along with benchmark results and limits around biology, chemistry, and cybersecurity. ------ TIMESTAMPS 0:00 Anthropic’s New Frontier 2:24 Examples 8:04 Demos 13:58 Benchmark Stats 17:33 The Mythos Model 25:37 Pricing and Compute Limits 28:57 Long-Horizon Workflows ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice. Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclo

Discussion claims WWDC was a meaningful improvement: Apple is “finally taking AI seriously” with Siri/Apple Intelligence-like features, on-device + encrypted cloud processing, and a memory/storage architecture that keeps models in flash and shuttles via DRAM/SRAM. It also notes a potential EU rollout delay due to encryption/regulatory constraints. Overall: mildly bullish Apple narrative; mixed for near-term due to phased rollout and regulatory friction; potentially bullish for AI-edge hardware supply chain (memory/compute).

Podcast-style discussion of Microsoft Build and Nvidia Computex announcements; commentary that Microsoft lacks a compelling AI agent/Copilot adoption, mentions Microsoft’s in-house reasoning model (“MAI Thinking 1”) not distilled from OpenAI IP, Nvidia’s hardware momentum, Cloudflare bot-traffic data, OpenAI compute constraints, and Google raising cash. Actionable mainly as a high-level sentiment read on MSFT’s AI narrative risk vs NVDA’s continued momentum; limited concrete, trade-trigger details in provided excerpt.

Report describes an alleged exploit/social-engineering workflow abusing Meta’s AI-driven account recovery to trigger password reset links for Instagram/Facebook. Emphasis is on AI security risks (prompt injection/confused deputy), MFA weaknesses, and the likelihood of increased security spend and regulatory scrutiny following incidents.

Discussion argues mainstream media is wrong to call certain upcoming IPOs “a scam,” emphasizing that modern index inclusion dynamics can force passive/index buying sooner after IPO, potentially supporting prices. Mentions SpaceX and Anthropic as examples of highly demanded, high-revenue AI/space names (both currently private), and frames a broad “bullish on AI” thesis that can drive investor demand for these IPOs.

Podcast/newsletter-style discussion claiming Dell (DELL) has had exceptional price action driven by AI infrastructure demand (AI servers/racks) and strong earnings/AI server sales. Also references NVIDIA’s (NVDA) new hardware launches (e.g., “Vera Rubin”) and a broader theme of private/local AI driving on-prem and edge hardware demand (desktops/laptops/workstations). Mentions “bubble landscape” risk and a non-fundamental catalyst claim (Trump saying “buy Dell”).