[alexb_]

Unfortunately, their common sense has been rewarded by the stock tanking 15% in the past month including 4% just today alone. Dell shows why companies don't dare talk poorly of AI, or even talk about AI in a negative way at all. It doesn't matter that it's correct, investors hate this and that's what a ton of companies are mainly focusing on.

[vitaflo]

Should have stayed private. Then they wouldn’t have to care what investors think.

[rchaud]

The whole point of going private is to make the private equity partners a boatload of money by going public again in the future.

[bilbo0s]

To be fair, Dell has bigger, more fundamental threats out on the horizon right now than consumers not wanting AI.

Making consumers want things is fixable in any number of ways.

Tariffs?..

Supply chain issues in a fracturing global order?..

.. not so much. Only a couple ways to fix those things, and they all involve nontrivial investments.

Even longer term threats are starting to look more plausible these days.

Lot of unpredictability out there at the moment.