If I had to pick one stock for my watchlist, I’d go with
$Dell Technologies Inc.(DELL)$ . Record AI server orders and a massive backlog show that enterprise AI capex remains strong. If AI infrastructure demand continues expanding, I believe DELL still has room for further earnings upgrades.
That said, I wouldn’t chase it simply because it’s at a new high. Much of the AI growth story may already be priced in, so I’d watch order growth, margins and backlog conversion. A pullback without fundamental deterioration could offer a better entry.
I also like $Halozyme Therapeutics(HALO)$ and $Royalty Pharma plc(RPRX)$ for their recurring royalty cash flows. But for growth potential, I still prefer DELL. AI capex + strong orders + rising earnings expectations remains a powerful combination.
@TigerStars @TigerClub @TigerPicks @Tiger_comments
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments