The Nasdaq Composite has been gaining ground for more than two years now. Its rise was driven by the dawn of artificial intelligence (AI), a U.S. Presidential election, declining inflation, and the beginning of long-awaited interest-rate cuts.

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. While many view the current AI boom skeptically,

When you think of artificial intelligence (AI) computing, Dell Technologies (NYSE: DELL) probably isn't the first company you think of. Dell likely reminds you of a laptop or computing station you use at work,