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Balder @Balder13946731 · May 31

$DELL 在一波大gap up以后，老板Michael Dell直接冲到了世界第6富，和当年的 $ORCL 何其相似。所以大家要警惕可能的鬼故事新闻。

$CRWV 极有可能跟随 $ORCL 的强势回归出现一波大的拉涨。

Neocloud正在获得momentumMichael Dell 🇺🇸: The world’s first @nvidia Vera Rubin NVL72 server rack is here.

We’re thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave.

Built for the next era of AI infrastructure. 🚀🤝

$CRWV $DELL $ORCL

TacticzHazel @TacticzH · May 15

RT Investing visuals
The AI data center bottlenecks map & key players:

Demand:
• $MSFT
• $GOOGL
• $META
• $AMZN
• Leading LLM providers

Layer 1 - Systems & colocation:
• $DELL
• $HPQ
• $SMCI
• $EQIX
• $DLR

Layer 2A - Memory:
• $MU
• $HYNSE
• $SMSD

Layer 2B - Networking & optics:
• $AVGO
• $COHR
• $MRVL

Layer 2C - Power & cooling:
• $VRT
• $ETN
• $BE

Layer 3 - In-rack connectivity:
• $AVGO
• $ALAB
• $CRDO

Layer 4 - Foundry & packaging:
• $INTC
• $ASX
• $TSM
• $AMCR

Layer 5 - Semiconductor equipment:
• $ASML
• $AMAT
• $LRCX
• $KLAC

Note that this isn't an exhaustive list, but rather an overview of the most important businesses per segment.

I hope you found this breakdown insightful!

I've covered the supply chain in more detail in the article linked below.

Investing visuals: I just published my latest research article: The AI data center bottlenecks map, covering:

• The AI supply chain
• The key players at critical bottlenecks
• Where to look as constraints move down the supply chain

I loved diving into this over the past few weeks with the goal

$ALAB $AMAT $AMCR $AMZN $ASML $ASX $AVGO $BE $COHR $CRDO $DELL $DLR $EQIX $ETN $GOOGL $HPQ $HYNSE $INTC $KLAC $LRCX $META $MRVL $MSFT $MU $SMCI $SMSD $TSM $VRT

Balder @Balder13946731 · May 11

$DELL 想成为下一个 $INTC了吗😳

Polymarket Money: $NVDA CEO Jensen Huang and $DELL CEO Michael Dell will deliver a keynote at Dell’s event on Monday, May 18.

AI infrastructure is the obvious focus as Nvidia and Dell keep deepening their data center partnership.

$DELL $INTC $NVDA

Balder @Balder13946731 · May 8

特朗普喊单 $DELL, Dell大涨14%🥹

被特朗普控盘了。

$DELL

TraderGoku @tradergokux · May 8

$HPE 三角形突破，上方无阻力。
我觉得这是一个值得中期 swing 的 AI 标的。

TraderGoku: $HPE Hyperscaler 基础设施标的。
大多数人知道 $DELL ，关注这家公司的人目前还不多。

$DELL $HPE

TraderGoku @tradergokux · May 6

$HPE Hyperscaler 基础设施标的。
大多数人知道 $DELL ，关注这家公司的人目前还不多。

$DELL $HPE

TraderGoku @tradergokux · May 1

$INTC 4 weeks later

TraderGoku: 大盘普跌时找到相对强势股，把他们保存到watch list，持续观察。大盘反弹时他们应该是你的首选交易标的。
$INTC $MRVL $DELL $AMD

$AMD $DELL $INTC $MRVL

RonnieV @TheRonnieVShow · Apr 13

Recent Weekly "Bull Trigger" wins:

$NBIS - 40%+
$DELL - 30%+
$NFLX - 10%+

Swing Trades:
$QQQ - 100%+ x2
$ONTO - 23%+
$LUMN - 17%+

Now we’re seeing more "Bull Triggers" showing up again → solid swing opportunities while trends build.

Inside X subs:
• Bull & Bear Triggers
• Market insights
• Setups I’m watching
• Early context

$10/month.

Collective gets the full trade flow, but X subs still get plenty of value.

Same process. Earlier signals. Less noise.

$DELL $LUMN $NBIS $NFLX $ONTO $QQQ

TraderGoku @tradergokux · Apr 13

这四只股票都是典型的 “Beachball under the water” 例子。感兴趣的小伙伴可以翻看我之前发过的讲解：https://x.com/tradergokux/status/1983703185723130097?s=20

$INTC $MRVL $DELL $AMD

TraderGoku: 大盘普跌时找到相对强势股，把他们保存到watch list，持续观察。大盘反弹时他们应该是你的首选交易标的。
$INTC $MRVL $DELL $AMD

$AMD $DELL $INTC $MRVL

TraderGoku @tradergokux · Apr 10

强势板块: NeoCloud云计算
$NBIS $CRWV $CIFR $HUT $WULF $RIOT $CORZ

TraderGoku: 大盘普跌情况下今日出现的相对强势板块：半导体，太空。

相对强势个股: $DELL $AMD $INTC $MRVL $PL $RKLB $ASTS $SNDK $AXTI $LITE $COHR $NBIS

$AMD $ASTS $AXTI $CIFR $COHR $CORZ $CRWV $DELL $HUT $INTC $LITE $MRVL $NBIS $PL $RIOT $RKLB $SNDK $WULF

TraderGoku @tradergokux · Apr 9

$INTC Bluesky breakout

TraderGoku: 大盘普跌时找到相对强势股，把他们保存到watch list，持续观察。大盘反弹时他们应该是你的首选交易标的。
$INTC $MRVL $DELL $AMD

$AMD $DELL $INTC $MRVL

Black Panther Capital @BlackPantherCap · Apr 9

I’ve finally pulled the trigger on a new position that I think is going to be a cornerstone of my holdings for the next decade.

I’m officially long $OUST (Ouster, Inc.).

If you’ve been following my "long-term trilogy"; $ONDS, $KRKNF, and $AMPX then you know my vibe.

I’m looking for companies that aren't just "tech stocks," but the actual backbone of the next industrial revolution.

I’ve added more to those three recently, and $OUST is joining them as a permanent fixture in the long-term bucket.

Here is the lowdown on why I’m so high on this one.

One of my favorite Peter Lynch rules is the "Mall Walk" test. Basically, if you can see a company’s products working in the real world, you’re onto something. With $OUST, it’s everywhere if you look:

Warehouse tech: Those autonomous forklifts and robots moving boxes? That’s often Ouster’s 3D vision.

Smart Cities: Ever see those sensor pods on traffic lights? They’re replacing those old-school wires in the asphalt to make intersections safer.

Security: High-end perimeter sensors that don't freak out every time a cat walks by? That’s Ouster’s "Gemini" software at work.

We talk a lot about AI in the digital sense (like ChatGPT), but "Physical AI" is where things get real. Machines need to "see" and "think" in 3D to move through our world. Ouster is the leader in Digital LiDAR.

While their competitors are mostly using "analog" tech (think vacuum tubes; clunky and expensive), Ouster has shrunk the tech onto two simple chips. It’s the same shift we saw from film cameras to digital. It’s cheaper, it’s smaller, and it scales way better.

When I look at who is actually using this tech, it’s a "who’s who" of heavy hitters. We aren't talking about speculative startups; we’re talking about +850 customers including:

> Retail/Logistics: $AMZN & $SERV
> Industrial Giants: $DE (John Deere)
> Government: NASA, US Army, US Navy, @anduriltech

If the Army and NASA trust your "eyes" to guide their hardware, you’ve probably got the best tech on the block.

Right now, the TAM is solid, $OUST sit on around 4% of the market, but we’re only scratching the surface of a +20% CAGR in the immediate sensing market. However, the future potential TAM is where the "tenbagger" potential lives. As we move toward fully autonomous shipping, port automation, and mass-market vehicle safety, the ceiling for LiDAR basically disappears.

If you look at the chart, $OUST has been beaten up lately. It’s down about 35% over the last six months.

The whole market is jittery about interest rates and oil.
They had a huge Q4, but some of it was a one-time royalty check. The "smart money" used that as an excuse to exit, but the actual product sales are still growing like crazy (shipped 25k+ units last year).

The company is debt-free with over $210M in cash. In Lynch terms: a company that has no debt can’t go bankrupt. They have a 7-year runway to just keep innovating even if the economy stays weird.
Final Thoughts

I’m treating $OUST just like my positions in $ONDS, $KRKNF, and $AMPX. This is a conviction play.

This case requires patience. It won’t go to the moon tomorrow. But with their tech advantage and customer base, I truly believe $OUST is a potential tenbagger over the next 5 to 10 years.

Stay patient, stay long.

-BP

Please note: This is not financial advice.

$AMPX $AMZN $DE $KRKNF $ONDS $OUST $SERV

TraderGoku @tradergokux · Apr 8

如果在过去两周里你只去交易这些强势股，那么你会大幅跑赢指数。 $INTC $MRVL $DELL $AMD

TraderGoku: 大盘普跌时找到相对强势股，把他们保存到watch list，持续观察。大盘反弹时他们应该是你的首选交易标的。
$INTC $MRVL $DELL $AMD

$AMD $DELL $INTC $MRVL

TraderGoku @tradergokux · Apr 1

大盘普跌时找到相对强势股，把他们保存到watch list，持续观察。大盘反弹时他们应该是你的首选交易标的。
$INTC $MRVL $DELL $AMD

TraderGoku: 大盘普跌情况下今日出现的相对强势板块：半导体，太空。

相对强势个股: $DELL $AMD $INTC $MRVL $PL $RKLB $ASTS $SNDK $AXTI $LITE $COHR $NBIS

$AMD $ASTS $AXTI $COHR $DELL $INTC $LITE $MRVL $NBIS $PL $RKLB $SNDK

RonnieV @TheRonnieVShow · Mar 26

$DELL yes DELL has a MONSTER Setup!

We are already up 28% since calling this setup out to X subs and the trade alert to the collective after we printed the "Bull Trigger".

Targets: $220
MM: $270

$DELL

TraderGoku @tradergokux · Mar 26

非常艰难的市场， $QQQ 和 $SPY 在 200 日均线附近反复拉扯，整体结构依然偏弱。

但如果把视角放到个股，会发现不少标的其实走的不错，他们正在创出新高。 $DELL $MRVL $AKAM $HPE $ARM

指数当然重要，但对波段交易者来说，个股的反馈和持续性更重要。

Remember, there is always a bull market somewhere.

$AKAM $ARM $DELL $HPE $MRVL $QQQ $SPY

TraderGoku @tradergokux · Mar 24

$DELL 突破历史新高，正在吸收 $SMCI 的资金。

财报跳空后始终不回补缺口，往往是强势股的典型特征，值得重点关注。

$DELL $SMCI

RonnieV @TheRonnieVShow · Mar 24

$DELL trade printed for X Subs and Collective members.

$DELL

TraderGoku @tradergokux · Mar 19

大盘普跌情况下今日出现的相对强势板块：半导体，太空。

相对强势个股: $DELL $AMD $INTC $MRVL $PL $RKLB $ASTS $SNDK $AXTI $LITE $COHR $NBIS

$AMD $ASTS $AXTI $COHR $DELL $INTC $LITE $MRVL $NBIS $PL $RKLB $SNDK

TacticzHazel @TacticzH · Mar 4

RT KaizenInvestor
I have written a full article on the AI chip supply chain.

The supply chain is structured into 4 different phases with 13 layers:

1. Raw Materials: $SHECY, $SUOPY, GlobalWafers, $WAF.DE, $SHWDF, $AXTI, $IQE
2. Manufacturing Equipment: $ASML, $ASM.AS, $AMAT, $LRCX, $KLAC
3. EDA & Core Intellectual Property: $SNPS, $CDNS, $ARM, $RMBS
4. Chip Design: $NVDA, $AMD, $INTC, $QCOM
5. Foundries: $TSM, Samsung Semiconductor, $SMIC
6. Memory and HBM: SK Hynix, Samsung Electronics, $MU
7. Packaging and OSAT: ASE Technology, $AMKR, JCET Group
8. Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn
9. Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET
10. Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE
11. Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR
12. Hyperscalers: $AMZN, $GOOGL, $MSFT, $META
13. AI Storage, platforms and Data: VAST data, Weka, NetAPP, $PLTR, Blue Yonder, $KXSCF

The article covers it all.

KaizenInvestor: http://x.com/i/article/2029218092270628864

$ALAB $AMAT $AMD $AMKR $AMZN $ANET $ARM $ASM $ASML $AVGO $AXTI $CDNS $CIFR $COHR $CRDO $CSCO $DELL $GOOGL $HPE $INTC $IQE $IREN $KLAC $KXSCF $LITE $LRCX $META $MOD $MRVL $MSFT $MU $NVDA $NVT $PLTR $QCOM $RMBS $SHECY $SHWDF $SMCI $SMIC $SNPS $SU $SUOPY $TSM $VRT $WAF