the Forensic Accountant nailed the AI server math on DELL, but here's what's getting buried: (https://www.cnbc.com/2026/05/29/costco-falls-after-earnings-but-shareholders-could-get-a-special-boost-soon.html) because member traffic is slowing. That's the signal. AI capex cycles are *inventory builds for future demand* — they don't translate to consumer box movement today. DELL's 32% pop is a call option on 2027-2028 enterprise deployments.

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