Dell 已成为 AI 交易龙头，具备相对强势和强劲盈利。以 20 倍市盈率、100% 增长来看，其估值与标普持平，因此应再上涨 100 点。不过他仍在 583 卖出，因为龙头也会被打下来，且那不是高风险回报比的区域；他可能错过上涨。
逐段跳播
那么，我们来谈谈 Dell，以及这个财报季 Dell 发生了什么。Dell 的财报出来了。你和 Kira 在盘后非常关注它，你告诉聊天室，这改变了公司，这改变了股票，现在一切都不同了，Dell 在 AI 交易、AI 领域中的角色不再是以前那家老公司了。所以财报是 9 月 2 日。
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
我们第一次买入 Dell 是在它涨过……我不打算展示全部，只展示一些亮点。这是我肯定会交易的唯一一笔 Dell 交易。
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.
但我知道 Kira 在 9 月 2 日盘后财报发布后非常活跃地交易这只股票，因为你们根据评论等在盘后交易财报。这是一笔多头，就 10%，甚至不到一天，两个半小时。这是从早上 9:30 到中午。
你和 Kira 在一只股票上赚了 10%。这是一只股票的期权，而且是一只相当大的股票。从 42 美元到 530 美元，然后这个月晚些时候又在回调时做多，再次在这只股票上赚了 10%，因为对你来说 Dell 变了，Dell 是这个领域的领导者，所以是你要重点关注、反复回去做的股票，然后这个月晚些时候你又在 536 以下加仓，那天最高到 564，一天涨了 30 点。
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
还是像 Dell 这样还不是万亿美元市值公司，但在夏季下跌期间表现出大量相对强势，所以它已经在给你暗示它想走高，随后又用一份爆表的财报加以印证。
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
你是不是被AI浪潮的领军人物，也就是Jensen，点名表扬了？每次他开大会，这都让你坐上前排。他会点你的名吗，Michael Dell？
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?
然后最后做一些最基础的工作，比如“哦，市盈率是多少？”哦，20倍。它今年要增长100%。标普的市盈率也是20倍。这到底是怎么回事？这还得再涨100点，对吧？这完全说不通。它的估值跟标普持平。而标普今年增长100%。
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.
就像我在Dell那些例子里展示的，并不是你们在财报后第二天交易一把，然后就转去下一个财报大赢家。你们是一次又一次、一次又一次地回到Dell。
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.
我是说，我后来又买回来了，甚至就在这个十月。对。前几天我刚在583卖出。我又回来了，就像我们在过去两个月里在Dell上赚了几百点，非常……
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
所以就像最近做Dell那样，我又在530多的时候持有它，而在583，这是一个离场点。我看了看，我说，收益率在飙升，油价在飙升，战争没完没了。我明白。它显示出龙头地位。它看起来仍然很棒，但在这种环境下，他们会找上那些龙头股，对吧？
他们也会把它们打下来。而现在这绝对是一个头号龙头股，我不得不放弃一些上涨空间。离场是可以的，因为这不是一个高风险回报比的区域。我要离场。所以我上周在583卖掉了。长话短说，它先跌了10到15，然后又涨上去，然后今天，啪的一下。
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.
还有像Dell、NBIS、SanDisk等等这些名字，其中一些我们今天已经讨论过了。
and names like Dell NBIS SanDisk etc some of those names we've discussed today
Rick的Dell看涨期权，他在财报后买入了Dell的看涨期权，就是那次9月的财报，当时你说这是一只全新的股票，它们涨了338%。就在几个小时之内，你看，这是一次Epic Trades的胜利。
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.
就像我知道很多人就是反复交易Micron、SanDisk和Dell。
Like I know a lot of guys are just trading Micron and SanDisk and Dell over and over.
Dell是有计划的，
Dell was a plan,
或者你不能买Dell。这里有聊天室成员吗？我忘了。我持有Dell。
or you can't buy Dell. Are any chat members here? I forget. I own Dell.
Swarmer，当整个市场都在崩盘的时候，除了像Meta和Dell，他说：“嘿各位，关注Meta和Dell。你们为什么问我关于Sw的问题。”而人们最能从中学到东西的地方就在这里。
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.
这个频道对 $DELL 的历次判断
T3 Live 在这只股票上共 5 条判断，这里只列相邻的几条。