{"version":"market-claims.v1","claim":{"id":"mcl_70d2483cced13875fb","url":"/trace/claims/mcl_70d2483cced13875fb","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Dell's AI server business went from one billion to sixteen billion in a year, up 750%, proof the AI buildout is real and not hype.","confidence":0.72,"expert":{"slug":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"DELL","name":"DELL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=sQVwLUxFdMY&t=7116s","sourceUrl":"https://youtube.com/watch?v=sQVwLUxFdMY","timecode":"118:36","startMs":7116000,"endMs":null,"excerpt":"They just had AI server revenues up 750% year over year, went from a $1 billion business to a $16 billion business. This stuff is real."},"performance":{"entryPrice":421.1375750874,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"multi-year","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"source":{"platform":"YOUTUBE","title":"John Gruber, Kyle Kuzma, Brad Gerstner","sourceUrl":"https://youtube.com/watch?v=sQVwLUxFdMY","publishedAt":"2026-05-29T19:58:47.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=sQVwLUxFdMY&t=7116s","sourceUrl":"https://youtube.com/watch?v=sQVwLUxFdMY","timecode":"118:36","startMs":7116000,"endMs":null,"excerpt":"They just had AI server revenues up 750% year over year, went from a $1 billion business to a $16 billion business. This stuff is real.","quote":"They just had AI server revenues up 750% year over year, went from a $1 billion business to a $16 billion business. This stuff is real.","speaker":"Brad Gerstner"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"DELL","name":"DELL","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":421.1375750874,"currency":"USD","observedAt":"2026-05-29T19:58:47.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"DELL","assetClass":"EQUITY","price":421.1375750874,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:DELL","observedAt":"2026-05-29T19:58:47.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}