Stock price when the opinion was issued
It's disappointed. It's well-positioned in tech, including semis, but hasn't executed. It missed earnings a few times. It has rebounded a lot from his early April lows. He sold it. But it should benefit from what's happening in tech. There are better names out there.
Was -2.87% today and -3.59% the past week. Dell is getting hit from (the many) government contractors being forced the Trump government to justify their purchases.