# Dell and SPCX join the AI winners

By @DivesTech on X · https://f.xyz/t/f37db1d4-73bf-466c-b219-9ecea33c5f7c

> Dell and SPCX are among the next AI winners.

**Result:** If held over the last 3 months (Jul 30, 2026 – Oct 29, 2026): +36.9%. Over the same days: S&P 500 +5.2%, Chip stocks +11.3%.

## What it holds

- **New AI winners** (100%, +35.1% over 3 months): DELL (Dell) +37.6%, SPCX +32.6%

## The plan behind it

Dan Ives wrote on 8 Oct that he is adding Dell and SPCX to his AI 30 winners list, and removing Oracle and Pegasystems. This holds Dell and SPCX in equal parts.

> Adding DELL and SPCX to the AI 30 Winner List; Removing ORCL and PEGA. 🏆👇 @Wedbush @WedbushFunds
> — @DivesTech on X: https://x.com/DivesTech/status/2108297026622607396

Picked by fxyz from @DivesTech’s post.

**What would prove it wrong:** AI spending slows and these names leave his AI 30 list.

## FAQ

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