Broadcom Talked About US$230 Billion. The Market Counted US$200 Million.
One batch of results, three different share prices. $Dell Technologies Inc.(DELL)$ closed 15.81 per cent higher on Wednesday at US$492.20. Credo's revenue more than doubled from the previous quarter and the stock closed down 20.04 per cent at US$165.22. $Broadcom(AVGO)$ left its answer until after the close, beat on both revenue and earnings, and saw its shares push above US$370 before being knocked back below US$350. The hardest number in Dell's results is US$95 billion — a record order backlog for AI servers. It raised full-year revenue guidance by US$25 billion to US$192 billion at the same time. At least 15 firms moved their targets that day: UBS from US$455 to US$500,
$DDOG Needs $213. $TE Needs $3.77. $CRDO Has a Smart Money Zone
Good Morning 👀 Here Are the Setups I’m Watching A few charts caught my attention, and they’re all setting up very differently. First, $Datadog(DDOG)$ . The stock needs to reclaim and hold ~$213 by the end of this week. If it fails to do that, we could be entering the early stages of a larger redistribution. In that case, I’d be watching for a potential multi-month move toward the $160–$140 range. And at those levels? I’d be very interested in becoming a buyer. 👀 Then there’s $T1 ENERGY INC(TE)$ . It was down last week, but the structure and Smart Money are still holding. As long as we don't get a close below $3.77, there’s still a strong chance of a major rally back toward $10+. 🚀 Now look at
$Credo Technology Group Holding Ltd(CRDO)$ The only reason I'm not all over CRDO is that IREN and ORCL are just so cheap right now. At this price point, CRDO could work well as an anchor for a forward-looking portfolio. It's a really strong company, and at this pace another 3X over the next few years looks doable.
🎁Weekly EPS Growth & Dividend Leaders: AVGO, PANW, DELL, SNOW, GS and more
😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between August 31 and September 4. 🎁Weekly Higher EPS Estimates: AVGO, PANW, DELL, MDT, SNOW & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings r
The AI Bottleneck Trade Is Moving Beyond GPUs: $GEV $VRT $TT $ANET
One of the most interesting AI infrastructure themes right now has little to do with the GPUs themselves. Elon Musk recently argued that roughly 15 GW of AI compute capacity built in 2027 may not be able to turn on that same year. The reason is simple: having GPUs is not the same thing as having a functioning AI data center. You still need transformers, switchgear, wiring, cooling systems, chillers and high-speed networking. And those components are increasingly becoming the bottleneck. ⚡ 🔌 Power Infrastructure $GE Vernova Inc.(GEV)$ One of the broadest ways to play the electrification bottleneck, spanning turbines, grid equipment and switchgear. The company booked about $2.4B of data-center electrification orders in Q1 2026, according to the figur
$英伟达(NVDA)$ VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with$美光科技(MU)$ ,$SK海力士(SKHY)$ & Samsung supplying the DRAM & HBM feeding Rubin accelerators while $闪迪(SNDK)$ adds exposure to storage layer around AI systems • Advanced packaging runs through$台积电(TSM)$ ，$艾马克技术公司(AMKR)$ &$
Credo Technology Group Holding Ltd provides various high-speed connectivity Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally. Its products include HiWire active electrical cables, optical digital signal processors, low-power line card PHY, serializer/deserializer (SerDes) chiplets, and SerDes IP, as well as integrated circuits, active electrical cables. The company also offers intellectual property solutions consist of SerDes IP licensing. It sells its products to hyperscalers, original equipment manufacturers, original design manufacturers and optical module manufacturers, as well as into the enterprise and HPC markets. The company was founded in 2008 and is based in Grand Cayman, Cayman Islands.
Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD director and officer YatTung Lam (via ZHAN (BVI) CO LTD.) proposes to sell 200,000 shares, with a total market value of about $47,236,000
Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD Director and Officer Yattung Lam proposes to sell 261,439 common shares, with a total market value of approximately $61,746,663.02
Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD's Officer Lawrence Chi Fung Cheng proposes to sell 3790 shares, with a total value of approximately $980,510.90.
Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD director and officer CHENG HUANG FAMILY TRUST proposes to sell 275,000 shares with an aggregate value of about $73,026,250