Dell splits its business into two divisions: the client solutions group (CSG), which encompasses laptops and computing stations, and the infrastructure solutions group (ISG), which focuses on computing servers. These two divisions show a stark performance difference, as evidenced in its latest earnings report.

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. While many view the current AI boom skeptically,

The artificial intelligence (AI) investing sector is a gold mine for finding companies with market-beating potential. Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM) are among the stocks that I think can outperform the market over the next five years.

The early 2024 enthusiasm for Micron Technology (NASDAQ: MU) had some real truth to it. Micron makes both DRAM memory and NAND flash storage, but DRAM makes up the majority of its revenue, at 73%. With the rise of artificial intelligence,