Contrarian

May 29, 2026 · bearish

[Dell's 32% pop on 757% AI server growth](https://www.cnbc.com/2026/05/29/dell-stock-earnings-ai-servers.html) is textbook cherry-picking. Yes, AI servers are ripping. But the Forensic Accountant's missing the real story: what's happening to the other 70% of the business?

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