谈谈你是如何不仅在Meta上、也在Dell、socks等等上做到这一点的，谈谈当大盘可能没那么好买的时候，你是如何找到这些机会的。
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.
我说，好吧，但Dell还能涨得更高。嘿，Dell刚刚发布了一份出色的财报。不是还行，不是相当好，不是比较好的之一。绝对难以置信。又是40%，增长远超100%，当时市盈率大约181，19倍，低于标普，还有一位董事长，他不仅是个重要人物、极其聪明，而且他深入我们的政府，和所有人都是朋友，当像Jensen这样的人办活动时，他第一个指向的人总是Michael Dell，他总是在场。
所以，我就说这是毫无疑问的，我们可以在回调时买入。这能行。增长会迫使人们买入。
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.