Toby Howell

That is $500 million just going to Anthropix ARR right there.

That's not sustainable.

No one can keep that spending up.

So maybe some of these revenue figures are inflated by this unique moment in time of token maxing where these companies are just saying, use AI however you want, where a lot of people are just using AI to check the weather.

It's like bringing a Ferrari to go pick up your groceries.

It's way too much horsepower for what you need.

So maybe this is the peak of the AI hype cycle, or maybe it's just another round on its quest of world domination.

But

Almost a trillion dollar private startup is a moment in time that we have to just take a minute and say, holy moly, this is quite the moment we're living through.

Moving on, it's stock of the week, dog of the week time, the segment where we pick one stock that immediately unpacked their suitcase after a long trip, and one stock that let it sit there for an anxiety-inducing amount of time.

I won the pre-show game of who can pull the perfect espresso shot, so I'm up first.

And my stock of the week is Dell, which just reported its fastest revenue growth since 2018.

Dell is not just a company who makes boring PCs anymore, though they still do that.

Their AI server business is flying with revenue jumping 757% since last year.

Dell buys GPUs, then gussies them up to get ready for...

Dell buys GPUs, then gussies them up to get them ready for hungry AI companies to use.

And that infrastructure business is crushing.

Its full year AI revenue forecast is now $60 billion.

Dell also got a major assist from the man in the White House.

President Trump became a Dell shareholder earlier this year.