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DavidSG
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09-04
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JC888
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09-04

DELL, the next Magnificent 7 ? Really ?

For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu
DELL, the next Magnificent 7 ? Really ?
TOPnimbly: Calling Dell the next Magnificent 7 still feels early — AI server demand is real, but are the margins and R&D intensity really in that league
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SarahDeeDee
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09-04
$UOB(U11.SI)$ Ooo...did a standard three wave-4 just end? Prior was a five wave-3 extension. Most importantly, did it bounce from the 50 EMA? What a scare!
$UOB(U11.SI)$ Ooo...did a standard three wave-4 just end? Prior was a five wave-3 extension. Most importantly, did it bounce from the 50 EMA? What ...
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老鼠林
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09-04
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JosC
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09-04
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ykhoo
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09-04
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SnailWalker
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09-04
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boomer9595
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09-04
$NVIDIA(NVDA)$ I have high conviction that they will continue to dominate the AI industry 
$NVIDIA(NVDA)$ I have high conviction that they will continue to dominate the AI industry
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Tiger V
·
09-04
$MSTX1 20260918 6.0 PUT$ Analysts are broadly bullish on MSTR. The consensus rating is BUY, with a mean target price of USD 246.44 — roughly 70% above the current price of USD 144.82 (as of 2026-09-04). Note the target range is extremely wide (USD 125–645), reflecting the high uncertainty tied to its Bitcoin-driven earnings model.
$MSTX1 20260918 6.0 PUT$ Analysts are broadly bullish on MSTR. The consensus rating is BUY, with a mean target price of USD 246.44 — roughly 70% ab...
TOPPagRobinson: That target range just tells you legacy models break on MSTR. I care way more about BTC treasury growth and coin cost basis than any analyst number lol
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Alihuat
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09-04
$OCBC Bank(O39.SI)$ been walking alongside woth the right investors in Tiger app. Learnt and thriving now slowly and steady. Proud to share to share for the new month September. Wanting to build a better portfolio for my retirement. Yay[Cool]  
$OCBC Bank(O39.SI)$ been walking alongside woth the right investors in Tiger app. Learnt and thriving now slowly and steady. Proud to share to shar...
TOPkeke006: 5% yield for retirement cash flow is hard to hate, slow and steady really fits OCBC
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OneC
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09-04
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jethro
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09-04
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jethro
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09-04
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554
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jethro
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09-04
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jethro
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09-04
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HLPA
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09-04
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Tiger_comments
·
09-04

After Payrolls Comes CPI: U.S. Stocks Enter a Two-Stage Stress Test for a September Rate Hike

Tonight’s jobs report will determine the market’s initial reaction, while next Friday’s CPI may determine the Federal Reserve’s final decision. With U.S. markets closed on Monday for Labor Day, stocks will carry this rate uncertainty into a three-day weekend. On September 3, all three major U.S. indexes rallied: the Dow rose 1.18%, the S&P 500 gained 1.06%, and the Nasdaq climbed 1.40%. The catalyst was not another corporate earnings release, but a comment from Federal Reserve Governor Christopher Waller: if upcoming data confirms that inflation is cooling, he would be inclined to support keeping interest rates unchanged in September. Markets quickly reduced their rate-hike bets. According to the CME FedWatch Tool, the probability of a September hike fell from 63.2% to 50.4% in one day
After Payrolls Comes CPI: U.S. Stocks Enter a Two-Stage Stress Test for a September Rate Hike
TOP苏36: I'd lean towardB: moderate cooling allows technology stocks to continue rebounding, but with one important caveat: tonight's jobs report is only the first test. The market will care less about whether payrolls beat or miss by a few thousand and more about the combination of hiring, unemployment and wage growth. The ideal scenario is a softer labor market without recession signals: slower job creation, unemployment staying around 4.1%, and wages continuing to cool. That could reduce rate-hike expectations and support tech, small caps and other rate-sensitive assets. But if employment collapses, recession fears could overwhelm the benefit of lower yields. And if wages remain hot, the Fed may stay hawkish. In my view, CPI next Friday is still the real final boss.Tonight can change the narrative; CPI could determine the direction. @Tiger_comments [微笑]
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