Dell has become an AI-trade leader with relative strength and strong earnings. At 20 times earnings with 100% growth it trades in line with the S&P, so it should go another 100 points higher. Still he sold at 583, since leaders get shot down too and that was not a high risk/reward area; he may miss upside.

So, let's talk about Dell and what happened with Dell this earning season. The Dell report came out. you and Kira were really focused on it after hours and you told the room this changes the company this changes the stock everything is different uh about Fell now and it's you know role in the AI trade the AI space no longer being uh the old company uh that it was and so earnings were September 2nd

we first bought Dell before it got over I'm not going to show everything, but I'm just going to show some highlights. This is the only Dell trade I'm going to trade for sure.

Uh, but I know Kira was super active in the stock itself uh post earnings on September 2nd after hours because you guys are trading after hours on earnings uh based on your comments, etc. This was a long, you know, just 10% in, you know, not even a day in two and a half hours here.

This is 9:30 in the morning to noon. Uh, you and Kira catch 10% on a stock. It's an option on a stock and pretty big stock. $42 to $530 and then again uh later in the month as well getting long again on a pullback uh catching another 10% on the name because to you Dell changed Dell was the leader in this space and so it was one you wanted to focus on and keep going back to and again then later in the month you were adding uh what is this under 536 and hit a fi a high of 564 that day a 30 point move in one day

or is it like a Dell that's not a trillion dollar company yet that showed tons of relative strength during the draw down in the summer so it was already giving you hints it wanted to go higher backed it up with a blowway number

are you lauded by the leader of the AI parade meaning Jensen right this put you in the front seat every time he has a conference. Does he point to you Michael Dell?

And then finally some rudimentary work like, "Oh, what's the PE?" Oh, 20 times. They're going to grow 100% this year. The S&P trades at 20 times. How the f is this here? this has got to go another 100 points higher, right?

Like this makes no sense. It's trading in line with the S&P. The S&P is growing 100% this year.

Like I showed in those examples with Dell, it wasn't just you guys traded it post earnings the next day and then moved on and found the next big earnings winner. You were back to Dell over and over and over again.

I mean, I bought it back after and even in October this month. Yeah. I sold it 583 just the other day. I was back in like we've captured a couple hundred points in the past two months at Dellet very

So like recently with Dell, um I owned it again 530s and at 583 this is an exit. I looked at I said you know yields popping, oil popping, the war never ending. I get it. It shows leadership.

It still looks great but in this environment they they get to the generals, right? They shoot them too. And this is absolutely a top general right now and I got to miss some upside.

It's okay to get out because this is not a high riskreward area. I'm getting out. So I sold it at 583 last week. Um make a long story short, it went lower by 10 or 15, then it went higher and then today, you know, splat.

and names like Dell NBIS SanDisk etc some of those names we've discussed today

Rick's Dell calls so he bought Dell calls after earnings those that's those September earnings where you said this is a completely new stock and they went for 338%. In just a few hours there you go and this was an Epic Trades win.

Like I know a lot of guys are just trading Micron and SanDisk and Dell over and over.

Dell was a plan,

or you can't buy Dell. Are any chat members here? I forget. I own Dell.

Swarmer when the entire market is melting down besides like Meta and Dell, he's like, "Hey guys, focus on Meta and Dell. Why are you asking me questions about Sw." And that's where people can learn the most.