DELL

talk about how you've been doing that not just with Meta but also you know Dell socks etc that how you've been finding those opportunities when the broader market maybe isn't so fun to buy.

I say, okay, but Dell can still go higher. hey, Dell just had a phenomenal earnings report. Not okay, not really good, not one of the better ones. Absolutely unbelievable. 40% all over again growing well over 100% trading at the time like 181 19 times below the S&P with uh a chairman who's not only like an important fellow and extremely bright but he's ingrained in our uh administration and buddies with everyone and when uh someone like say Jensen does an event who's the first guy he points to always Michael Dell who's always there.

So, I just said that's a no-brainer that we can buy on dips. It can work. The growth will force people to buy.

Therefore, I chose Dell. Dell is among the companies that I believe were among the most consistent in relative performance during 2026. In other words, Dell significantly outperformed in the first half of the year, before experiencing a decline in June.

Therefore, from January until the beginning of June, it is difficult to find a better chart than Dale's, as it was characterized by an accelerating upward trend. But then it went through a long period of fluctuation.

It's time to delve deeper into analyzing Dell. This is our segment to highlight technology. There was some good news for Dell. I'll start, as you know, with the bright side of the picture.

Let's start from there, even though the stock is down 4% today.

Well, Dell is a very interesting company. Just like Intel and AMD, its value has almost tripled since the beginning of the year. So, it has witnessed a tremendous movement.

let's talk about your next choice here. A chart that is somewhat similar in terms of momentum to what we have seen since the spring in this stock, but with much larger moves . I mean, from the beginning of the year until now, Dell's stock has risen by 360 %.

But yes, back to Dale. You know , many of my business ideas I think are fairly obvious. But when you look at Dell, who is supplying? Going back to the first story, if a large law firm or a major accounting firm wanted to buy a set of servers to put in its basement to run its own artificial intelligence, they would turn to Dell, and I like it as a hardware investment.

I really respect Michael Dell. I read his book, and they were pioneers in this field, whether it was for small businesses, large corporations, even the biggest giants, and even the government.

They recently unveiled, a few weeks ago, that new collection with Nvidia. I like it as an investment in in-house artificial intelligence, and again, a straight vertical graph, but I think it's really only just getting started .

like Dell is up big today, but the stuff the stuff going on below the scenes, you know, below the iceberg, like we're an iceberg and a few stocks are sticking above the iceberg, but a few are below or a lot of them are below.

Here here are three for you, Amory. We've got Dell, Intel, and Rio. Rio is another copper miner. So, let's look at Dell really quickly and then um we'll talk about uh Riotinto. Okay.

I I do like them. So this is really breaking out hard. My thought is look at how many weeks it sat here. So I believe this breakout is real. And so if you want to give it a little time and say, "All right, where where is it headed?" you know 550 to 600 is entirely likely.

Part of the reason this price has dropped to less than one dollar is probably due to the release of open weight models, which are getting stronger day by day. This is actually a positive indicator for parts of the economy, and it is one of the reasons why Dell's stock, which we follow on the channel - make sure to subscribe - has skyrocketed.