$Dell Technologies Inc.(DELL)$ I don't know what DELL will do; it's one tech name that I haven't spent any time on but it becomes a question of how do you view the investment? Is it a trade, or something you view as a longer-term play on AI? If it's a short-term trade, what are your goalposts to decide where to exit if it's not working and where to take profits if it is? If it's a longer-term investment and you started a small position, when to add and (important) what % to allocate?
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