看好 DELL，因其盈利增长强劲且估值合理；在21日均线附近买入看涨期权并加仓股票。
逐段跳播
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.
比如Dell对我来说非常出色。那大概是我最大的一笔。
Like Dell was phenomenal for me. That was probably my biggest one.
总之，所以socks，因为它通过MU和SanDisk交易得更好，这两只都突破了重要关口，还有Dell、CRM，当然还有Meta。
Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.
我也刚刚减持了一些Dell的看涨期权，因为它们涨了很多。
I also just trimmed some of those Dell calls because they're they're up a lot.
现在，说到其他标的，我是Dell的超级粉丝。我今天买了一些看涨期权。我最喜欢的布局，我今早在聊天里说过，是Dell回踩21日线。它到了530。我说这够接近了。那些追求精确的人恰恰赚不到钱。
所以，我开始买入575的看涨期权。然后我计划加仓，我持有股票，但如果接近21日线，也就是520多，520出头，我计划加仓股票。
Now, um, when it comes to other names, huge fan of Dell. I bought some calls today. Uh, my favorite setup, I told the chat this morning, was Dell into the 21day. It got to 530.
I said that's close enough. those who are exact make exactly no money. So, I started buying the 575 calls. And then I plan on adding I own stock, but I plan on adding to stock if we get near the 21 day, uh, which is in the 520s, lower 520s.
这个频道对 $DELL 的历次判断
T3 Live 在这只股票上共 3 条判断，这里只列相邻的几条。