Trade Alert – March 16, 2026

DELL – We opened a position in Dell in December of 2024 with an initial purchase at $114.82 after disappointing earnings. We added 3 times up to and including a purchase on April 4th of last year on Trump “Liberation Day” at $71.81. With the stock up at $157, it is time to take a profit of about 54%. I believe this company has room to run further with its tie-in to Nvidia and providing companies with AI solutions. But we know the old sayings. No one ever went broke taking a profit. This also seems like a moment to hold cash in the account while we see how the geopolitical situations play out.