Limitless Podcast - Dell's Comeback is the Perfect AI Case Study

Episode Date: June 2, 2026

We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI server sales.------🌌 LIMITLESS HQ ⬇️NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/------TIMESTAMPS0:00 Dell’s AI Comeback1:34 Private to Public2:18 Picks and Shovels4:19 Vera Rubin Goes Live7:02 AI on Your Desktop10:16 The New Laptop War13:01 Open Source Strategy16:10 The Bubble Landscape19:02 Trump's Involvement22:24 Why Dell Matters26:09 Consumer AI Hardware------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

30 days ago, President Trump went on camera and said the following sentence, go out and buy Dell. Since then, Dell stock has surged 80% following two back-to-back blowout earnings, giving them the biggest tech comeback in history. Their stock is up 240% this year alone. Now, Dell is probably the most boring written-off tech middle-aged company that I can think of. They were the guys that sold my school's IT department server racks back in the day. But a person that goes by the name of Jensen Huang,

saw something different. Dell sells servers and data center racks that are ideal for training and inferencing data models, specifically the GPUs that he sells. Now, the smart money is showing that AI is flowing down from the chip makers to the guys that actually put the chips together and run them. That's what Dell is doing right now. And in my opinion, Dell's put on a masterclass of how to pivot from a regular company to an AI company. The Dell story is incredible. EJOS, you have any idea how old Dell is? No, very old. 40 years old. They IPOed back in 1988. Wow.

What's most interesting, and I find, and the only reason why Dell is probably sitting in this position is because of the founder who has been with them since the beginning of time, Michael Dell. And he's really done an unbelievable job in moving this company through all of the phases that have existed over the last 40 years. When you think about 40 years ago, we didn't even have consumer laptops, consumer computers. We didn't even have the internet. So Dell has been around longer than just about anything. Dell has navigated through all of these transitions, and this most recent transition to AI, he has done so again successfully. Del has not had the easiest route. In fact, if you switch the chart to all on this thing that we're looking at here, you'll see in 2013, they actually disappeared off of the stock market entirely. Michael Dell took the company private at a $24.4 billion

valuation. Fast forward to today, clearly that is different. Clearly they've figured out something new and novel. And that's, I think, what a lot about what we're going to be covering on this episode is the transition that was made most recently, the pivot, into becoming one of the major arms dealers in the AI race. So who would have thought that this really old school company could turn itself into a cutting edge leading edge company? And gosh, there are people who've been holding the stock for decades who are very happy about what's going on. But let's get into what's going on, EJazz. It's clear that Dell's kind of becoming the picks and shovels company. They sit one layer down from Nvidia. What is their really?

role in this large picture. I mean, two weeks ago, we had that episode where we talked about the AI stack. We talked about where each company sixths. Where does Dell sit in this picture? Before I do that, what's hilarious is you asked me to toggle to all, but like we can't go back prior to 2013 because they technically went off the public market. They delisted. Yeah, they delisted. So they delisted. They went private for, I think it was like $24 billion. And then they were kind of like in stealth mode for a bunch of years and then came back in an IPO in 2018, I believe. and that's the stock market that we're seeing, or stock chart that we're seeing right now.

But to answer your question specifically, everyone knows that in a gold rush, what is the line? You've got to be the one that's selling the shovel specifically. And that's what Nvidia became for the entire AI boom. AI models went kind of viral. Everyone was using chat GPT, and smart investors thought to place their money in the chip maker, the GPU maker.

Now, what is playing out with Dell specifically is someone has to be the one that assembles the shovels together into kind of like a working mine, right, into like a working product. And that's what Dell does. They don't make the GPUs, but they make the racks, the cooling systems, and they help integrate all of Nvidia's GPUs to actually make them functioning. There was a story that we covered, I think it was like a few months ago where Microsoft had purchased, I think, $300 to $500 billion worth of GPUs that were sitting in warehouses collecting dust because they couldn't get the power, to set this up and power these GPUs. They also couldn't get the cooling systems and the wiring to get all of this set up. Dell kind of like spent the last 40 years creating and perfecting server racks for a completely different kind of adjacent industry. It was like the computing

side of things. It was the gaming side of things. And then recently they kind of pivoted to focus specifically on making their hardware perfect for AI models inferencing and training. And that's what has led to this like kind of massive partnership. Now, there's currently a really big conference happening in Taiwan. Taiwan, of course, is obviously the epicenter of semiconductor manufacturing. You've got TSM out there. Jensen Huang flies there. I think it was like four to five times a quarter to kind of chat to TSM and make sure that invidia chips and designs are being constructed in the way that he can. He's had a linchpin on all of this. And there's a big conference going out there right now where Jensen had some really important news episodes to share. Now, the first one, the one that was being

teased over the weekend, came from none other than Michael Dell himself, the guy that is a CEO. and founder of Dell, and he goes, we have the first Dell slash Nvidia Vero-Rubin NVL-7-2 rack live and going. And I actually have a picture of this right now. Now, if you're wondering what the Veroor Rubin rack

is, it is Nvidia's latest-gen GPU rack. And it is going to be the rack that ends up training the frontier models from Anthropic and Open Air starting probably next year because there's usually like a six-month lag. They announced it about,

I think it was like four to six months ago, and now we see the first live rack coming to fruition. It's pretty cool. So this is amazing and unexpected in the sense that I would have probably expected to see someone like XAI or Anthropic or Open AI getting the first Vera Rubin chips working and actually running. So it's interesting to see it coming out of Dell of all places. And I think the reason why we see it out of Dell is because Dell is in a very unique position. You mentioned like the picks and shovels and how it's creating a working mine. Dell is hardware and AI distribution as a service. It basically builds AI factories for anybody who wants them. And this is their wheelhouse. One of the most interesting things that I guess over time you

start to develop relationships with over your 40 year career is relationships with people who have sensitive information. We're talking banks, hospitals, governments who are involved in defense. A lot of these kind of more secure entities aren't really able to go off and use open AI or Claude because a lot of the data is secure and they can't let it leave their servers. What Dell is able to do is take this hardware ability, their ability to print out these mines per se, and then give it to these individuals. So give it to a hospital who really needs to use AI but can't let the secure customer information get off of off premises.

Same thing with banks. Same thing with governments. And what we're seeing here is a really strong pivot from them in that sector in a way that I think they're making a lot of progress. I mean, Vera Rubin is one of the first things that they've done, but they've also been working on a lot of other really promising ways of getting AI hardware into the hands of not necessarily your average consumer, but further down the stack, where if perhaps you don't have $100 billion to build out a data center, you can actually just go and spend $80,000 to $120,000 on the new

workstation. So just last night, Nvidia Jensen Huang went on stage in Taiwan and he was announcing a bunch of new hardware. And one of the hardware pieces that he released was this DGX station for Windows. What is it? It's basically a blackwell chip in a desk. which is the most powerful consumer-grade supercomputer in the world. And I'm not even sure we could call this consumer grade because I'm not sure how many consumers are going to spend $80,000 plus dollars on the computer. But essentially what you have is a blackwell chip that can sit inside of a room without a custom tooling, without custom data center, and it can run a trillion parameter model locally on your machine. So they're kind of moving down the stack as well. And I think

this is what investors are seeing. They're seeing them partnering with companies like Nvidia and really making strong progress in the world of getting AI accessible to people through data centers, through this consumer hardware, all the way up and down the sack. What I like about this is typically if you wanted to go out and train your own model from scratch, you would need billions to billions of dollars to be able to do that. It was a very siloed kind of like access only to the rich. And what these new updates or hardware updates are doing is basically disseminating it to like the average kind of like medium-sized startup

that maybe has raised, let's say, $10 to $100 million in funding for them to be able to buy out like a server rack or a couple server racks of this new Nvidia DGX station, they should be able to kind of like train some kind of a model, right? Running locally. Now, if you're listening to this and you're still like, well, I'm just a regular consumer,

I'm not that business and I want to be able to access and run some of these models, they had another update. Nvidia announced something called their new ARM base processor called RTS Spark. So it's basically the question. of a GPU RTX 5070 that runs on your laptops. I'm talking about not even like a desktop PC,

like an actual laptop. It runs at 100 frames per second. And it's, you know, it's pioneered or oriented around modern games. So what the coolest part about this is you can technically run some form of an open source frontier model on your laptop now using this new GPU or this new chip. And what I love about the directional trend that companies like Dell, ARM, and Nvidia are kind of like aligning together to build is running, models on bare metal are locally at home using your own private data.

And I think this is, we've said this on previous episodes, but this is incredibly important because you don't want to hand over all your personal data to companies like Anthropic and Open AI. At some point, it gets a little weird when you start sharing medical records or banking stuff or personal lawyering things. I know a lot of friends personally that do that already. They kind of like upload their therapist notes and stuff and get like kind of information. And I'm like, I'm going to second.

So it's a slam off and technically gets access to that. right now, right? They can use it for whatever they want. And I think it's increasingly important to own your own hardware going forward, which is so weird when we have been in an all-cloud world. Now, when you were describing earlier on, Josh, the fact that like Dell is enabling kind of like bare metal training, you know, on-prem running. It reminds me of that story we covered with Amazon. Ramon, we were given the Amazon bull case. Yeah. And we were talking about like them building at Amazon Cloud specifically for AI servers. One of their main assets is they run all the governments across the world's AI models because they can like set up racks for themselves.

And Dell is kind of becoming a feasible competitor to that. Yeah, I want to take a little side quest here and actually talk about a little bit more of what Nvidia announced last night because it was really impressive. So we have that RTX Spark, which is this new processor equivalent to an Nvidia 5090. Now, for those not familiar, the Nvidia 5090 kind of run of GPUs is the cutting edge top of the line for consumers. And generally, if you're a gamer, that's what. which you always aspire to buy. That's how you can play your games at maximum settings.

It's now available inside of a laptop. This chip used to cost thousands of dollars and be pretty beefy. Like this is a huge chip that would weigh like, I don't know, something like four or five pounds. They've figured out how to compress it into a laptop. And not only that, but it comes baked in with 128 gigabytes of memory. So if you're comparing this to a MacBook, you're thinking, well, the max spec of a MacBook is 128 gigs. Same with this new laptop. So on paper, it's a direct competitor, at least as it comes to training and running models locally. Now, it turns out that Microsoft has actually went ahead and released a laptop with this new chip in it already, dubbed the Surface laptop Ultra, and it seems as if it has the RTS Spark chip based right in. It has a 15-inch

mini-lady screen, 128 gigabytes of unified memory, and for anyone who cares, one pet-flop of AI compute power, I'm not going to show what that translates to, but it sounds like a lot. And this is really interesting to me as someone who loves consumer hardware because I'm looking at this and I'm thinking to myself, oh my God, this is a MacBook Pro. And it's not. This is the first time I think in a while that MacBook and Apple have had a legitimate competitor and something that can match its spec for spec. And maybe the hardware isn't quite as elegant. Maybe it doesn't have the single unibody aluminum design. But on a spec sheet, it's really compelling. And it has all the ports that you would think of. It has a mini LED screen, which is exactly what the new Pro Display XDR has. This is a

serious offering from Microsoft from Nvidia. And I think it's a testament to where things are headed, which is Apple might not have their monopoly for too long. Mac minis have been sold out forever. Clearly Dell wants this. Microsoft wants this. They're going to try to release their competitors, and this is a really strong first stop.

It's really nice to see like a competitor to Apple finally, at least on like the hardware mode now. Now where my kind of brain automatically goes is like, oh, Microsoft is like this antiquated company, right? Like all the governments use it there. They run like all the old Microsoft official.

And how much does their AI suck? Like, they're just falling behind. Dude, it sucks. Like, I was listening to a, like, some kind of, like, podcast over the weekend where apparently Satya Nadella is now, like, the PM of co-pilot. Like, he's gone back to the PM role to try and, like, figure out their co-pilot thing, like, because their head of AI couldn't. So, like, Microsoft has been kind of been in the dark ages for a while.

And, like, this new update, like, this new hardware update brings them into, like, a new light, which is great. But the number one question is, like, are you still going to use? their software or their operating system. So naturally, I was like, okay, well, it's great that they have this new piece of hardware that's consumer accessible, but like, is there any new AI that I can use on this? And the answer might have come from Jensen himself or Invidia themselves. They released a new open source model called Nemotron 3 Ultra, and it is officially the top

open source AI model made by an American company. So typically, I've spoken about this a lot on our show, the top open source models have come out of China, which is obviously an anniversary to the US, but Nematron Ultra is actually quite competitive. And we have like a chart here, a clip or rather a screenshot from Jensen's keynote yesterday or this morning. The time difference is so baffling, actually, which places Nematron Nemotron 3 Ultra on par to an extent with Kimi K2.6, GLM 5.1, and some of the other Chinese open source models. But it's so much quicker. The output speed is like, but it looks of it, like, almost like three to five X quicker, which is great to see. I don't know what your view on this is, Josh,

but I am betting that Jensen, Nvidia and Dell and all these companies that are kind of like forming an alliance to go hardcore on open source. Why? Because it's going to help with retail distribution across everything, right? Like Jensen doesn't know what consumers are going to use these bottles for, but if he can get more retail consumers like ULI to buy these different laptops and use his chips, he ends up selling more chips. Yeah. I know, I couldn't agree more. second factor to it too about why they're going to want to continue to improve and push the open source model frontier forward, it's because what we're seeing happen with companies like Amazon and happen with companies like Google is they're building their own custom AI accelerators.

And now these companies are beginning to train on more of a proprietary stack. So Google now is training Gemini models largely on its own proprietary hardware. It uses Nvidia GPUs for a lot of it. But an increasing percentage of that training is done by these TPUs. Or in the case of Amazon, their trainium. accelerators. And that's not good for Nvidia because they want the Kuda lock-in. They want the Nvidia GPU Blackwell-Varuban lock-in. And how do you get more of that lock-in to happen? You actually just give away the software stack for free and make it optimally compatible with your hardware.

So as they're giving away this open source software, they're saying, hey, you can go run it on our new RTX Spark chip. In fact, it's available in a laptop that you can go and buy today, or starting in a couple months, I think. I think they're releasing in the fall. But they're starting to release the entire stack and they're offering the software as that teaser, as that little value ad where you can't get anywhere else. If you want to run Nvidia software, the best way to do it is on Nvidia hardware, and it kind of solidifies and ossifies that mode even more.

So I think we're probably going to see this trend continue. We're seeing already this beating Deepseek and a few of the other Chinese open source models on a few parameters. I'm sure it's just a matter of time until all those benchmarks are blown out. If Nvidia is really putting their full weight behind open source, we're going to have a serious push into open source. And that combined with the hardware that we're seeing with Dell, with Microsoft, it's going to create a pretty compelling offering for local AI infra that I'm not sure the market has quite priced in just yet. So to bring the story back to Dell, Josh, I want to put my hour skeptic hats on for a bit.

It seems kind of bubbly on the headline value, right? It's like, 40 year old company, it died, came back to life. Now it's like going crazy. Suddenly or like the AI company, this kind of like gives me the old bird story, you know, a shoe. company that pivoted to running AI GPUs. I'm just like, kind of, like, what are you doing? What, what is, is Dell actually doing anything? Well, they recently released their quarterly earnings report, um, which wasn't just a blowout. It was their highest recorded revenue quarter ever in its 40 years. And before you share, actually, I want to note that the post that we're

showing on screen is from Michael Adele, the CEO himself. This is a founder-led company who is proud of the growth in the trenches making this happen. So I think that's noteworthy. That's different than a lot of these other companies. It's like, the founder's been doing this for 40 years. Yeah, it's the same guy. They run out of the same office in Texas. It's the same HQ. It's been there for 40 years.

Going off, going public, going off public, and then going back on it. It's absolutely unbelievable. Now, a summary of the recent quarter is they increased revenue 88, almost 90% year over year. Over, or almost half of that revenue came from this new business unit. It's called AI servers revenue up almost 800. 100% year over year. Now, for all the skeptics that we're thinking, I think Dell is kind of like just advertising things that they don't actually have.

The numbers actually just prove that pretty aggressively. They have over 5,000 major customers that are buying their server racks, including one of the biggest customer being Nvidia. Invita wants to distribute it through a hardware moat, and Dell are the ones that are basically putting their chips together. They're bolting their chips together to make them efficient. They're the first ones to create their new Rubin racks. they have been kind of unofficially crowned a key partner to Nvidia, and like, Nvidia's success is basically going to drag them up.

Now, the previous quarters of this, at the end of the last financial year, they absolutely smoked as well. So it's kind of been like two to three quarters back to back that they've been absolutely killing it. I can't avoid the Trump story. Like, he praised Dell technically, and now the stock's gone up. Like, I don't know what you think. That's what I was going to say. I'm like, hey, you know who called Dell stock going crazy back in February 10th of this? year, Donald Trump. He said, go buy Adele. And the close at that time was, I think, $126. We're sitting here today

recording this. It is now $450. That is a 255% gain, or even more. That's close to like 300% now at this point. And that's coming off the back of a week that happened last week where they were up 37% in a single trading session. That's the largest single win that they've ever had in history, in their 40-year history since they've been trading publicly for 30 years. And it'd be interesting if it was a one-off, but this is very much a trend. Another story that we have here today is the newest version of the Trump pump with IBM, where he mentioned IBM over the weekend. And on a Sunday night, it traded up 17% because Trump mentioned IBM.

And he didn't even say go buy IBM. He was just praising the CEO publicly on camera, and the stock is going ballistic. So it feels like we do have to mention that this is a trend. There are a few other companies you might remember, Intel being a major one, where the government took a 10% stake in Intel since then it's up 300%. And this seems to be a trend over and over again. So I think a lot of people who have been interested in participating in AI who have been seeing these Donald Trump clips are like, all right, well, he's saying it, but the stocks are already up so much. It's probably not going up any higher. The reality is that anytime he's called something,

It's gone nuclear. And I guess that's part of the cycle that we're in where like you're the president of the United States. You say something. The market reacts. It's similar to like a meme coin. Like it feels like we're watching meme coins pump. It's like you watch for what one guy says and then the stock goes ballistic. Like you mentioned, there are numbers to back this up. Like Intel's and IBM have actually been having pretty amazing quarters. Same with Dell. But there is some frothiness happening here in the sense that one president could deliver one line to send a stock up 20%. Yeah, it's this weird. cloudy, murky investment thesis that kind of like involves being crowned by Trump himself, but then also like the numbers and the customers and the purchases are from very legitimate people and companies. It reminds me a lot of the Intel story where I think it was like a year and a half ago Trump was like Intel is going to be an amazing company, very key to what a trade. What a trade. And that has been an amazing trade so far, right? I think the stock is up around 3 to 400% since he made that announcement. Invidia purchased $5 billion worth of equity.

The Trump administration bought 10% of Intel, which is now up $30 billion as of today's stock price. And so I start to think about Trump being pretty key to forming these partnerships. I bet you because he told Nvidia or asked Nvidia to purchase that kind of equity stake in Intel, he's kind of doing similar things with Dell. And if you're wondering why,

this is the case. The answer is pretty simple. Trump or America in general does not want to rely on Taiwan or Asia in general for building the most foundational technology that the world will ever see. And as a result, they're trying to bring as much of the manufacturing process and hardware process of AI onshore to the US. Now, China and Asia has had such a major head start. Taiwan is a very crucial piece of land that China could take over at any moment. It's kind of obvious why America wants to bring it onshore, but that's going to take a lot of time. And so Trump is obviously aggressively trying to form these partnerships and probably get a stock win in the meantime. I read somewhere that apparently like Trump had bought a position in Dell on his personal account before he made that public announcement, which is just absolutely insane. And probably not legal. But, you know, I can kind of see like why the administration is going down that path. Yeah, say what you will, but they're making an aggressive effort to bring this AI trend, this AI world onto the United States soil to build everything domestically. And what we're

seeing here is very clear signal that it's going to continue down this road. And I think what we're seeing with Dell is a testament to what happens when a company run by a founder really leans into the things that they've learned over 40 years and applies that to an industry that really needs help. We have this problem manufacturing things in the United States. We have a very difficult time building things at scale, creating factories that have efficient margins enough to compete with people who are in other countries and companies that are run like ASML and TSM and all these other ones that are creating all the AI infrastructure. So it's exciting to see a company like Dell really move their whole weight of the company behind this and actually deliver some pretty compelling results.

Like they're the first ones to deploy a Vera GPU rack. That's a pretty big deal. We started talking about mythos and a few of the other like cutting edge LLMs and how they were just getting started training on Blackwell. Like we're getting our first Blackwell chips and now suddenly we have Vera Rubin already going into play. Training, I'm sure, is going to begin sooner than some people would have thought because of this accelerated timeline. It's really great to see Dell is the builder, and we need more builders. So I think on a principled basis, Dell's a good company for a good reason. It's not just because Trump is out here saying it. They're actually making some pretty amazing things. And I think it's a testament to other companies who are kind of evaluating how to

navigate this world of AI. Being useful in the world of hardware is a really compelling. value prop that I hope more people follow. It looks like investors probably agree with this as well. Since we started recording, this talk is up 8% roughly 30 bucks since market open. It's literally been, what is it, under an hour of market being open. Yeah, I guess to round it out, like the question I want to ask myself is, is this company in particular kind of bubble worthy? I don't have a definitive answer, but it's kind of like yes and no.

Yes, because they kind of fell into this opportunity. honestly similar in the way that MVD kind of did that. They've been building these kind of GPUs for the gaming industry and a lot of other industries prior to falling into the AI stuff. Now, credit to Jensen, obviously, he saw the trend of LLMs much early on before ChatGPT went viral. I don't think I can give the same kind of credit to Dell themselves, but they have had 40 years expertise in building these hardware racks. And what is the major bottleneck that we've covered on previous episodes, the Gavin Baker episode, and the AI a hardware stack episode, which you guys should definitely check out. We released them over the last two

weeks, is the money is flowing from the chipmaker, from the consensus bet, which is Nvidia, down to all the constraints that are preventing those GPs from actually being powered on today, electricity, chemical substrates, as well as the cooling and data center racks themselves, which is what Dell is playing in. So I think there's a huge opportunity for investors that are looking for that kind of like next bit of exposure to kind of work their way down the stack. And obviously this isn't trading or investment advice, but it's just a trend that we're noticing quite a lot of. Yeah.

And like what an amazing opportunity to be an investor to see all of this. There's so many companies that are undervalued, that are misunderstood, that are kind of pivoting. That are public. Yeah. There's so much alpha to be made in these markets. And it's funny that the president is the one who's surfacing a lot of these. But there actually is a tremendous opportunity for anyone who's curious in investing or participating in the AI stack because so many of these companies that we're seeing exploding,

they've been around. They're not that big. They're just pivoting and they're putting themselves in the right place because they understand the business. There's a lot of those hot, flashy, shiny companies, Open AI, Anthropic, Google, like the ones that we talk about every day. But again, that AI investing stack, as you descend lower into the stack, there's a tremendous amount of opportunities. Dell is one of them. And as we see more people begin to pivot into the places where there are those bottlenecks, I assume we're going to see a lot more of these. So that's the episode.

You're caught up with a nice little teaser of the new Nvidia hardware that was just announced today. I think that's everything. There's any final thoughts before we let everyone go here? I have, I always like to end the episode on a prompt, and I have one in my head right now, which is,

are you guys going out to buy the new DGX desktop for 80 grand, 8,200 grand, or are you buying the RTX 4019? I'm genuinely curious, because I know that a bunch of our listenership likes to kind of be hobbyists in AI and run their own open source models. We've got a lot of feedback from you guys

from previous episodes. I wonder if you guys are going to get indulged in one of these new laptops, one of these new consumer powered GPUs that you can kind of run models locally. And if you are that type of person, what are you using it for? Like, we want to learn as much as we can around the locally run AI models. We think it's going to be a huge thing in the future. So, yeah, let us know. I love how much of a baller you think our audience is.

Like, they're just going to go drop 80K on a desktop GPU. That's how highly we think of you. Yeah, I don't know. But I think for like the laptop, at least, as I look at the laptop, I compare it apples to oranges. It's compelling in the sense that I can play video games on it. And I think that's one thing that gamers are really going to appreciate is the fact that there is now a portable gaming machine that is really excellent at games. Because my MacBook, I'm a diehard Apple fan. You know this. I have all Apple products. I can't play games on that. I still got to go play on a PC or on a

console. So I think in terms of that niche audience, that's a really compelling thing. So any gamers out there, are you buying this thing? And a 5090 in a laptop is crazy work. I'm excited about it. I might be buying. We got to wait on the price. If it's anywhere close to $80,000, I will be a no, but I suspect it'll probably be in MacBook territory. But yeah, that's the episode. Thank you guys so much for watching. If you enjoy this, don't forget to share it with your friend. It really goes a long way if we've been doing well. Rated five stars on your favorite podcast player if you enjoyed. And like always, we'll see you guys in the next episode. Thank you so much for watching. See you guys.