DELL

Could Dell stock be a massive beneficiary of the move to open weight models?

And how could Dell potentially be a massive beneficiary of those open weight models? Really important. So, we're going to talk about in this.

Probably does mean there's there's got to be some more cybersecurity spending on endpoint management and server management for people but Dell is very interestingly positioned to take advantage of exactly this transition to open weight models.

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.

the title of our stream today being uh Dell, where it's headed next. So I want to talk about Dell, where you see this name going after earnings, etc. So Dell uh reported after the close on Tuesday, a blowout report.

stock has been great since then. You and the inner circle were active in the name uh after hours like during the report response after hours on Tuesday. I know Kier was trading it. Um yesterday the action a bit of a pullback yesterday.

just for clarity, we were active in the after hours buying it. We were active off of the opening pullback uh pretty aggressively buying it and uh then we were active yet again today on the pullback off the open. So three three different buys.

We will continue to follow the news from Dell. We touched on "Deal" just two days ago after its big profits, and look at the follow-up movement that happened today. Yesterday, with the move above this descending trendline, I said it would likely be difficult for "Dell" to confirm this breakout. Well, Dale mustered her strength and did so very clearly. A fantastic upward surge.

I mean, the Dell the Dell move yesterday was unbelievable. I I'm on the surface I'm disappointed because my bot made a mess of that trade. It just took a losing trade. It bought it at the wrong time and it missed the entire grind back. But I think I've got code deployed to fix that. However, this is why the machines aren't taken over yet. Human beings would have had a much better job much better opportunity trading Dell yesterday. I mean, it went for like 50 points intraday. Thing was an absolute monster.

Do I think Dell will get over 500? Dell was really hard yesterday. I'll tell you, you know, nice candle in Dell. Really nice candle. But, you know, I know very good traders yesterday that lost a lot of money in Dell. That was very predatory.

Dell, the boring company that you bought your laptop from in 2004, well, their stock price is up 278% over the past year. They just reported earnings, absolutely crushed it, and the stock is up 8.78% on the day.

On my personal watch list, the 173 stocks I track, Dell is number one today with the largest gain. So, why has Dell been winning? Well, they just had the biggest quarter in their 42-year history.

Revenue was up 58% year-over-year. Earnings per share was up 203% year-over-year. Operating income was up 204%.