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▶ 11:12 · $MSFT · Dell is the Hottest Trade in AI.
episode briefing
Limitless Podcast

Dell is the Hottest Trade in AI.

2026-06-02 · 5 company · 4 thematic
sentiment
3 bull0 bear2 neu
speakers
josh kale

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

quote
“Microsoft has actually went ahead and released a laptop with this new chip in it already, dubbed the Surface Laptop Ultra. It has a 15-inch mini LED screen, 128 GB of unified memory, and for anyone who cares, one petaflop of AI compute pow…”
—unknown
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