Trade Tracker: Bryn Talkington buys Salesforce and trims Dell

Yeah. So, I sold about uh twothirds of the Dell position. I love Dell, by the way.If Dell gets down into the low 100s, I will add back to that. I think Salesforce is Uber in the 60s. And that if you go back and listen to the earnings call, they're actually next earnings is September 3rd, so they're even later than Nvidia and Dell.They had great earnings. And Mark Beni off has been very clear. Let's focus on free cash flow. Let's f focus on margins.let's focus on growth and so financial stability and also gr ...