Tsvetta Kaleynska says she has analyzed 1.5 million posts tied to Dell Technologies (DELL) earnings and says discussions on its AI growth are the most interesting. To her, it signifies the company is becoming more like Nvidia (NVDA), Intel (INTC), and Micron (MU) and moving away from its traditional PC business. Turning to CrowdStrike (CRWD) earnings, Tsvetta explains why her data is pointing to a raising bar for the cybersecurity firm.
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