25 Highest Conviction Stocks for 2025

[@40finance]

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[@vern2417]

Glad to have you back!

[@Matthewbyrd86]

Dell is one I've looked into - actually a pivotal AI server supplier. Weakness in PCs has been pronounced for a couple years and there's an expectation of that turning somewhat. If that happens, even to a small degree, along with their share gains (to the detriment of SMCI) in AI server along with traditional data-center server upgrade cycle, the stock could have significant upside. TXN is coming off of a historic cyclical bottom with potentially years of upside revisions to estimates in their future and margin improvement along the way - it's going to trade a premium off the bottom, that's how chip companies typically work.

[@40finance]

Thanks for sharing. The SMCI angle with Dell is very interesting. I also overlooked the potential with server hardware upgrades. I'll have to watch TXN. Chips are tough and it doesn't take much to send one reeling. Hopefully for them, they can continue to outperform expectations.