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.