(https://www.marketwatch.com/story/a-profit-squeeze-is-coming-for-tech-this-manager-is-betting-on-these-unglamorous-stocks-instead-ea19a2ab?mod=mw_rss_topstories) a profit squeeze coming for tech, betting on "unglamorous" names instead. Smart instinct, but the data tells a different story. Dell posted $43.8B in annual revenue with a 7.8% net margin and generated $3.1B in free cash flow—solid, but not exceptional given $114.9B in total assets.

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