The presenter analyzes Dell stock, trading at $125.04, nearly 16 times earnings. Dell stock shows a market cap around $85 billion. Last quarter revenue reached $29.8 billion. Infrastructure group revenue grew 44%. It discusses debt from the EMC acquisition as potential issue. It says AI partnerships are growth catalysts. Discusses potential risks due to debt to equity ratio. A consesus among twenty analysts has Dell as moderate buy. a high target price of $167 suggesting 34% upside.