To The Moon

At GTC Taipei 2026, NVIDIA rolled out more than a dozen major announcements. The lineup was broad: Vera, a data center CPU built for AI agents; RTX Spark, a platform for personal AI PCs; DGX Station for Windows, a desktop AI supercomputer for enterprises; new robotics foundation models; autonomous driving platforms; and a broader AI factory stack. This was not just a product launch. It felt more like Jensen Huang laying out NVIDIA’s roadmap for the next stage of AI. The first AI boom put NVIDIA at the center of AI compute. This new roadmap points to a bigger ambition: NVIDIA does not just want to sell GPUs into the AI cycle. It wants to become the infrastructure layer underpinning the next generation of AI applications. 1. Vera: A CPU Built for the Agent Era AI demand is moving from pure t

how high can it go. 

$Dell Technologies Inc.(DELL)$  Dell has spiked too much and should recorrect soon.

💻 Dell Soars 38%! Q2 results crushed expectations: AI server revenue (PowerEdge + GB200 racks) spiked 750% YoY, backlog at record highs. Dell, NVIDIA’s largest downstream distributor, is being repriced from “traditional IT” to core AI infrastructure. ⚠️ Margins remain the watchpoint: AI server growth dilutes profitability, while legacy PC weakness lingers. 🐯 Takeaway: Dell’s surge shows the AI dividend is real. I will enter when the chart points to a buying setup. @JC888 @Barcode @Aqa @DiAngel @Shyon

Articles like this give me hopium. Only when people talk of total capitulation are we bottoming in the cycle.

$Dell Technologies Inc.(DELL)$  Dell's results strengthen the AI infrastructure thesis. A 750%+ surge in AI server revenue and record backlog suggest demand remains robust and that enterprise AI spending is broadening beyond just chipmakers. The bull case is that Dell is being re-rated from a low-growth hardware vendor into a key AI deployment beneficiary. Unlike many AI stories, it has real revenue, cash flow and customer relationships today. The bear case is margin mix. AI servers are often lower-margin than software, and investors need to see that explosive revenue growth translates into sustainable earnings growth. The legacy PC business also remains a drag. Would I buy after a 38% after-hours jump? Probably not chase immediately. I'd pre

Good share on AI related stocks! 

Thanks for your analysis. When you look at digital asset investment products include the Bitcoin treasury companies and their digital credit products ? $STRC, $SATA

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

Honestly, DELL stock is looking like an absolute monster for next week after that massive blowout earnings report. It completely shattered Wall Street’s expectations, sending the price flying over 32% in a single day to close at $420.91. Here is exactly how things are shaping up for the week ahead:  Why It Could Keep Ripping The AI Backlog is Insane: Dell basically doubled its AI server orders last quarter, leaving them with a record $51.3 billion backlog. The demand is way outstripping supply right now. Wall Street is Massively Bullish: Analysts are scrambling to upgrade their numbers. Bank of America, Raymond James, and several others just jacked their price targets all the way up to $500 to $550. Massive New Contract: On top of earnings, they just locked down a massive five-year, $

$Dell Technologies Inc.(DELL)$   $Adobe(ADBE)$   NEXT TO RALLY WILL BE ADOBE

$Dell Technologies Inc.(DELL)$  : Why Dell's 750% AI Explosion & USD9.7B Pentagon Win Makes It A Great Buy 🌟🌟🌟The legacy textbooks that labeled Dell Technologies as a boring, slow moving PC manufacturer have officially been thrown in the incinerator.  Following the release of its Q1 26 fiscal results, Dell's share price skyrocketed by 38% in a single trading session, exploding to a massive all time high of USD 420.91. This represents the fastest pace of revenue growth of any period for Dell.  The message is clear: Dell is no longer a computer hardware box shipper.  It has transformed into the primary physical engine room and a sovereign infrastructure provider of the global AI boom. What Does

$Dell Technologies Inc.(DELL)$  lock in gang

Since Bitcoin rebounded to $83,000 earlier this month, the crypto market has been steadily losing momentum. By this week, Bitcoin had slipped back toward $73,000, while Ethereum was hovering near $2,000. But the more important signal is not just the price decline itself. A closer look at market structure suggests that the bid behind crypto is weakening. Across institutional flows, ETF demand, on-chain cost levels and derivatives positioning, the same message is becoming harder to ignore: buyers are stepping back. Institutional Flows Were the First to Turn The first place to look is institutional capital. In mid-May, digital asset investment products recorded $1.07 billion in weekly outflows, ending a six-week streak of inflows. Bitcoin products accounted for $982 million of those outflows,

Dell is going sky rocket

Dell is going sky rocket

$Dell Technologies Inc.(DELL)$ reports its Q1 Fiscal Year 2027 earnings on Thursday, May 28, 2026, after the closing bell. The stock has been on a massive tear—surging over 16% on May 22 to touch all-time highs near $294, bringing its year-to-date gain to nearly 140%. The shift into the AI infrastructure narrative has fundamentally re-rated Dell from a sleepy PC/legacy hardware maker into a core AI play. However, as the stock approaches the $300 psychological milestone, the upcoming earnings report brings distinct risks and opportunities. Will AI Servers Help Earnings? The Margin Catch-22 The short answer is yes for the top line, but it's complicated for the bottom line. Dell entered the fiscal year with a massive $43 billion AI server backlog (af

AI is no longer just a trend — it’s becoming the foundation of the next industrial era. What stands out to me is how hyperscalers like Amazon, Alphabet, Microsoft and Meta are doubling down on infrastructure spending instead of slowing down. That level of capex tells me the race for AI dominance is only accelerating. At the same time, this creates a huge demand for stable and scalable energy, which is why the nuclear narrative is gaining momentum again. Between CCJ and SMR, I personally lean more towards Cameco over NuScale Power for now. SMRs have exciting long-term potential, but commercialization, regulatory hurdles, and execution risks are still major question marks. Sometimes the best investment isn’t the most exciting story — it’s the one with stronger fundamentals and clearer real-w

At GTC Taipei 2026, NVIDIA rolled out more than a dozen major announcements. The lineup was broad: Vera, a data center CPU built for AI agents; RTX Spark, a platform for personal AI PCs; DGX Station for Windows, a desktop AI supercomputer for enterprises; new robotics foundation models; autonomous driving platforms; and a broader AI factory stack. This was not just a product launch. It felt more like Jensen Huang laying out NVIDIA’s roadmap for the next stage of AI. The first AI boom put NVIDIA at the center of AI compute. This new roadmap points to a bigger ambition: NVIDIA does not just want to sell GPUs into the AI cycle. It wants to become the infrastructure layer underpinning the next generation of AI applications. 1. Vera: A CPU Built for the Agent Era AI demand is moving from pure t

how high can it go. 

$Dell Technologies Inc.(DELL)$  : Why Dell's 750% AI Explosion & USD9.7B Pentagon Win Makes It A Great Buy 🌟🌟🌟The legacy textbooks that labeled Dell Technologies as a boring, slow moving PC manufacturer have officially been thrown in the incinerator.  Following the release of its Q1 26 fiscal results, Dell's share price skyrocketed by 38% in a single trading session, exploding to a massive all time high of USD 420.91. This represents the fastest pace of revenue growth of any period for Dell.  The message is clear: Dell is no longer a computer hardware box shipper.  It has transformed into the primary physical engine room and a sovereign infrastructure provider of the global AI boom. What Does

Since Bitcoin rebounded to $83,000 earlier this month, the crypto market has been steadily losing momentum. By this week, Bitcoin had slipped back toward $73,000, while Ethereum was hovering near $2,000. But the more important signal is not just the price decline itself. A closer look at market structure suggests that the bid behind crypto is weakening. Across institutional flows, ETF demand, on-chain cost levels and derivatives positioning, the same message is becoming harder to ignore: buyers are stepping back. Institutional Flows Were the First to Turn The first place to look is institutional capital. In mid-May, digital asset investment products recorded $1.07 billion in weekly outflows, ending a six-week streak of inflows. Bitcoin products accounted for $982 million of those outflows,

$Dell Technologies Inc.(DELL)$  Dell's results strengthen the AI infrastructure thesis. A 750%+ surge in AI server revenue and record backlog suggest demand remains robust and that enterprise AI spending is broadening beyond just chipmakers. The bull case is that Dell is being re-rated from a low-growth hardware vendor into a key AI deployment beneficiary. Unlike many AI stories, it has real revenue, cash flow and customer relationships today. The bear case is margin mix. AI servers are often lower-margin than software, and investors need to see that explosive revenue growth translates into sustainable earnings growth. The legacy PC business also remains a drag. Would I buy after a 38% after-hours jump? Probably not chase immediately. I'd pre

💻 Dell Soars 38%! Q2 results crushed expectations: AI server revenue (PowerEdge + GB200 racks) spiked 750% YoY, backlog at record highs. Dell, NVIDIA’s largest downstream distributor, is being repriced from “traditional IT” to core AI infrastructure. ⚠️ Margins remain the watchpoint: AI server growth dilutes profitability, while legacy PC weakness lingers. 🐯 Takeaway: Dell’s surge shows the AI dividend is real. I will enter when the chart points to a buying setup. @JC888 @Barcode @Aqa @DiAngel @Shyon

Honestly, DELL stock is looking like an absolute monster for next week after that massive blowout earnings report. It completely shattered Wall Street’s expectations, sending the price flying over 32% in a single day to close at $420.91. Here is exactly how things are shaping up for the week ahead:  Why It Could Keep Ripping The AI Backlog is Insane: Dell basically doubled its AI server orders last quarter, leaving them with a record $51.3 billion backlog. The demand is way outstripping supply right now. Wall Street is Massively Bullish: Analysts are scrambling to upgrade their numbers. Bank of America, Raymond James, and several others just jacked their price targets all the way up to $500 to $550. Massive New Contract: On top of earnings, they just locked down a massive five-year, $

$Dell Technologies Inc.(DELL)$  Dell has spiked too much and should recorrect soon.

Articles like this give me hopium. Only when people talk of total capitulation are we bottoming in the cycle.

Good share on AI related stocks! 

Thanks for your analysis. When you look at digital asset investment products include the Bitcoin treasury companies and their digital credit products ? $STRC, $SATA

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

$Dell Technologies Inc.(DELL)$   $Adobe(ADBE)$   NEXT TO RALLY WILL BE ADOBE

$Dell Technologies Inc.(DELL)$  lock in gang

$Dell Technologies Inc.(DELL)$ reports its Q1 Fiscal Year 2027 earnings on Thursday, May 28, 2026, after the closing bell. The stock has been on a massive tear—surging over 16% on May 22 to touch all-time highs near $294, bringing its year-to-date gain to nearly 140%. The shift into the AI infrastructure narrative has fundamentally re-rated Dell from a sleepy PC/legacy hardware maker into a core AI play. However, as the stock approaches the $300 psychological milestone, the upcoming earnings report brings distinct risks and opportunities. Will AI Servers Help Earnings? The Margin Catch-22 The short answer is yes for the top line, but it's complicated for the bottom line. Dell entered the fiscal year with a massive $43 billion AI server backlog (af

Dell is going sky rocket

Dell is going sky rocket

AI is no longer just a trend — it’s becoming the foundation of the next industrial era. What stands out to me is how hyperscalers like Amazon, Alphabet, Microsoft and Meta are doubling down on infrastructure spending instead of slowing down. That level of capex tells me the race for AI dominance is only accelerating. At the same time, this creates a huge demand for stable and scalable energy, which is why the nuclear narrative is gaining momentum again. Between CCJ and SMR, I personally lean more towards Cameco over NuScale Power for now. SMRs have exciting long-term potential, but commercialization, regulatory hurdles, and execution risks are still major question marks. Sometimes the best investment isn’t the most exciting story — it’s the one with stronger fundamentals and clearer real-w