A. DELL gets my vote, and DELL-To The Moon - Tiger Brokers Online Investing Community - To The Moon

A. DELL gets my vote, and DELL is the ONE I would put on my watchlist.

AI infrastructure still looks like the theme with the strongest runway. Dell's $60.9bn of AI-server orders and $95bn backlog suggest this is not merely an AI narrative anymore; customers are actually committing huge amounts of capital. The interesting part is that demand is also spreading into storage, networking and traditional servers.

The catch is valuation. DELL has already had an enormous run, so I would not chase a vertical move simply because it made another high. Fresh highs backed by rising earnings and guidance can keep making fresh highs, but the margin for disappointment gets smaller.

Healthcare royalties such as RPRX and HALO are attractive for their recurring cash flows, but for growth momentum, I still favour AI infrastructure.

My pick: A, DELL. Strongest theme, strong numbers, but I would wait for a sensible entry rather than FOMO at the top.

💰Stocks to watch today?(14 September）

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Comments

WebbBart
09-09
WebbBart
That 95bn backlog matters more than the valuation handwringing. AI infra is still early, and once storage plus networking really kick in, the profit pool gets way bigger

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Fresh highs backed by rising earnings and guidance can keep making fresh highs, but the margin for disappointment gets smaller.</p>\n<p>Healthcare royalties such as RPRX and HALO are attractive for their recurring cash flows, but for growth momentum, I still favour AI infrastructure.</p>\n<p>My pick: A, DELL. Strongest theme, strong numbers, but I would wait for a sensible entry rather than FOMO at the top.</p></body></html>","htmlText":"<html><head></head><body>A. DELL gets my vote, and DELL is the ONE I would put on my watchlist.\n<p></p>\n<p>AI infrastructure still looks like the theme with the strongest runway. Dell's $60.9bn of AI-server orders and $95bn backlog suggest this is not merely an AI narrative anymore; customers are actually committing huge amounts of capital. The interesting part is that demand is also spreading into storage, networking and traditional servers.</p>\n<p>The catch is valuation. DELL has already had an enormous run, so I would not chase a vertical move simply because it made another high. Fresh highs backed by rising earnings and guidance can keep making fresh highs, but the margin for disappointment gets smaller.</p>\n<p>Healthcare royalties such as RPRX and HALO are attractive for their recurring cash flows, but for growth momentum, I still favour AI infrastructure.</p>\n<p>My pick: A, DELL. Strongest theme, strong numbers, but I would wait for a sensible entry rather than FOMO at the top.</p></body></html>","text":"A. DELL gets my vote, and DELL is the ONE I would put on my watchlist. AI infrastructure still looks like the theme with the strongest runway. Dell's $60.9bn of AI-server orders and $95bn backlog suggest this is not merely an AI narrative anymore; customers are actually committing huge amounts of capital. The interesting part is that demand is also spreading into storage, networking and traditional servers. The catch is valuation. DELL has already had an enormous run, so I would not chase a vertical move simply because it made another high. Fresh highs backed by rising earnings and guidance can keep making fresh highs, but the margin for disappointment gets smaller. Healthcare royalties such as RPRX and HALO are attractive for their recurring cash flows, but for growth momentum, I still favour AI infrastructure. My pick: A, DELL. 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AI infra is still early, and once storage plus networking really kick in, the profit pool gets way bigger","text":"That 95bn backlog matters more than the valuation handwringing. AI infra is still early, and once storage plus networking really kick in, the profit pool gets way bigger","html":"That 95bn backlog matters more than the valuation handwringing. AI infra is still early, and once storage plus networking really kick in, the profit pool gets way bigger","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/605761276375224"}