$NOW, $ORCL, $AMD, $INTC & $AVGO: AI Supercycle Winners Still in the Early Innings?
Up $3.4M in 2026 swing trading and $160,000+ for today only. $Advanced Micro Devices(AMD)$
I've explained why these will explode BEFORE the crowd figures it out:
— Jensen Huang said agentic AI won't kill software companies. Best week since its 2012 IPO.
— Surged on Nvidia's new PC chip reveal + quantum AI hype. Trump call out.
— TD Cowen named its AGI CPU roadmap a secular demand inflection with $Microsoft(MSFT)$
— Broad AI infrastructure buying wave; chip sector rally rips higher.
— 202% YTD return; Citi raised target citing AI inference server demand.
— Stargate partner with OpenAI; $523B AI cloud backlog growing 438% YoY.
— Custom AI chips rival Nvidia's GPUs; Q2 earnings drop June 3.
$Hewlett Packard Enterprise(HPE)$
— Q2 earnings crushed expectations; revenue up 42% YoY, guidance raised.
$Dell Technologies Inc.(DELL)$
— Record $113.5B revenue, $43B AI server backlog, $140B FY27 outlook.
— Up 1,200%+ in a year; AI data centers need its off-grid power.
$Keel Infrastructure Corp(KEEL)$
— Canadian AI infrastructure corp trading alongside crypto/digital infrastructure peers in the AI data center buildout wave. Leopold call out.
The AI supercycle is only in Year 3 of 15. So we are still super early still. Be patient.
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