$NOW, $ORCL, $AMD, $INTC & $AVGO: AI Supercycle Winners Still in the Early Innings?

Up $3.4M in 2026 swing trading and $160,000+ for today only. $Advanced Micro Devices(AMD)$

I've explained why these will explode BEFORE the crowd figures it out:

$ServiceNow(NOW)$

— Jensen Huang said agentic AI won't kill software companies. Best week since its 2012 IPO.

— Surged on Nvidia's new PC chip reveal + quantum AI hype. Trump call out.

$ARM Holdings(ARM)$

— TD Cowen named its AGI CPU roadmap a secular demand inflection with $Microsoft(MSFT)$

$Advanced Micro Devices(AMD)$

— Broad AI infrastructure buying wave; chip sector rally rips higher.

— 202% YTD return; Citi raised target citing AI inference server demand.

— Stargate partner with OpenAI; $523B AI cloud backlog growing 438% YoY.

$Broadcom(AVGO)$

— Custom AI chips rival Nvidia's GPUs; Q2 earnings drop June 3.

$Hewlett Packard Enterprise(HPE)$

— Q2 earnings crushed expectations; revenue up 42% YoY, guidance raised.

$Dell Technologies Inc.(DELL)$

— Record $113.5B revenue, $43B AI server backlog, $140B FY27 outlook.

$Bloom Energy Corp(BE)$

— Up 1,200%+ in a year; AI data centers need its off-grid power.

$Keel Infrastructure Corp(KEEL)$

— Canadian AI infrastructure corp trading alongside crypto/digital infrastructure peers in the AI data center buildout wave. Leopold call out.

The AI supercycle is only in Year 3 of 15. So we are still super early still. Be patient.

😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.

🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

Hot Merch Returns · Up to 43% Off

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

We need your insight to fill this gap

Leave a comment

276

3

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":570683196961208,"tweetId":"570683196961208","gmtCreate":1780358122365,"gmtModify":1780363655007,"author":{"id":10000000000010920,"idStr":"10000000000010919","authorId":10000000000010920,"authorIdStr":"10000000000010919","name":"Michael Esther","avatar":"https://community-static.tradeup.com/news/3c1d6c9d36c6dee17c15bf0517d8bec5","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1557,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1","width":"1080","height":"1350"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1","width":"1080","height":"1350"}],"title":"$NOW, $ORCL, $AMD, $INTC & $AVGO: AI Supercycle Winners Still in the Early Innings?","html":"<html><head></head><body><p>Up $3.4M in 2026 swing trading and $160,000+ for today only. <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a></p>\n<p>I've explained why these will explode BEFORE the crowd figures it out:</p>\n<p><a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a></p>\n<p>— Jensen Huang said agentic AI won't kill software companies. Best week since its 2012 IPO.</p>\n<p><a data-mention-id=\"IBM\" class=\"teditor-mention\" data-mention-name=\"IBM\" href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$</a></p>\n<p>— Surged on Nvidia's new PC chip reveal + quantum AI hype. Trump call out.</p>\n<p><a data-mention-id=\"ARM\" class=\"teditor-mention\" data-mention-name=\"ARM Holdings\" href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a></p>\n<p>— TD Cowen named its AGI CPU roadmap a secular demand inflection with <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a></p>\n<p><a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a></p>\n<p>— Broad AI infrastructure buying wave; chip sector rally rips higher.</p>\n<p><a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a></p>\n<p>— 202% YTD return; Citi raised target citing AI inference server demand.</p>\n<p><a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"Oracle\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a></p>\n<p>— Stargate partner with OpenAI; $523B AI cloud backlog growing 438% YoY.</p>\n<p><a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a></p>\n<p>— Custom AI chips rival Nvidia's GPUs; Q2 earnings drop June 3.</p>\n<p><a data-mention-id=\"HPE\" class=\"teditor-mention\" data-mention-name=\"Hewlett Packard Enterprise\" href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a></p>\n<p>— Q2 earnings crushed expectations; revenue up 42% YoY, guidance raised.</p>\n<p><a data-mention-id=\"DELL\" class=\"teditor-mention\" data-mention-name=\"Dell Technologies Inc.\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a></p>\n<p>— Record $113.5B revenue, $43B AI server backlog, $140B FY27 outlook.</p>\n<p><a data-mention-id=\"BE\" class=\"teditor-mention\" data-mention-name=\"Bloom Energy Corp\" href=\"https://ttm.financial/S/BE\">$Bloom Energy Corp(BE)$</a></p>\n<p>— Up 1,200%+ in a year; AI data centers need its off-grid power.</p>\n<p><a data-mention-id=\"KEEL\" class=\"teditor-mention\" data-mention-name=\"Keel Infrastructure Corp\" href=\"https://ttm.financial/S/KEEL\">$Keel Infrastructure Corp(KEEL)$</a></p>\n<p>— Canadian AI infrastructure corp trading alongside crypto/digital infrastructure peers in the AI data center buildout wave. Leopold call out.</p>\n<p>The AI supercycle is only in Year 3 of 15. So we are still super early still. Be patient.</p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></p></body></html>","htmlText":"<html><head></head><body><p>Up $3.4M in 2026 swing trading and $160,000+ for today only. <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a></p>\n<p>I've explained why these will explode BEFORE the crowd figures it out:</p>\n<p><a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a></p>\n<p>— Jensen Huang said agentic AI won't kill software companies. Best week since its 2012 IPO.</p>\n<p><a data-mention-id=\"IBM\" class=\"teditor-mention\" data-mention-name=\"IBM\" href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$</a></p>\n<p>— Surged on Nvidia's new PC chip reveal + quantum AI hype. Trump call out.</p>\n<p><a data-mention-id=\"ARM\" class=\"teditor-mention\" data-mention-name=\"ARM Holdings\" href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a></p>\n<p>— TD Cowen named its AGI CPU roadmap a secular demand inflection with <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a></p>\n<p><a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a></p>\n<p>— Broad AI infrastructure buying wave; chip sector rally rips higher.</p>\n<p><a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a></p>\n<p>— 202% YTD return; Citi raised target citing AI inference server demand.</p>\n<p><a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"Oracle\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a></p>\n<p>— Stargate partner with OpenAI; $523B AI cloud backlog growing 438% YoY.</p>\n<p><a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a></p>\n<p>— Custom AI chips rival Nvidia's GPUs; Q2 earnings drop June 3.</p>\n<p><a data-mention-id=\"HPE\" class=\"teditor-mention\" data-mention-name=\"Hewlett Packard Enterprise\" href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a></p>\n<p>— Q2 earnings crushed expectations; revenue up 42% YoY, guidance raised.</p>\n<p><a data-mention-id=\"DELL\" class=\"teditor-mention\" data-mention-name=\"Dell Technologies Inc.\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a></p>\n<p>— Record $113.5B revenue, $43B AI server backlog, $140B FY27 outlook.</p>\n<p><a data-mention-id=\"BE\" class=\"teditor-mention\" data-mention-name=\"Bloom Energy Corp\" href=\"https://ttm.financial/S/BE\">$Bloom Energy Corp(BE)$</a></p>\n<p>— Up 1,200%+ in a year; AI data centers need its off-grid power.</p>\n<p><a data-mention-id=\"KEEL\" class=\"teditor-mention\" data-mention-name=\"Keel Infrastructure Corp\" href=\"https://ttm.financial/S/KEEL\">$Keel Infrastructure Corp(KEEL)$</a></p>\n<p>— Canadian AI infrastructure corp trading alongside crypto/digital infrastructure peers in the AI data center buildout wave. Leopold call out.</p>\n<p>The AI supercycle is only in Year 3 of 15. So we are still super early still. Be patient.</p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></p></body></html>","text":"Up $3.4M in 2026 swing trading and $160,000+ for today only. $Advanced Micro Devices(AMD)$ I've explained why these will explode BEFORE the crowd figures it out: $ServiceNow(NOW)$ — Jensen Huang said agentic AI won't kill software companies. Best week since its 2012 IPO. $IBM(IBM)$ — Surged on Nvidia's new PC chip reveal + quantum AI hype. Trump call out. $ARM Holdings(ARM)$ — TD Cowen named its AGI CPU roadmap a secular demand inflection with $Microsoft(MSFT)$ $Advanced Micro Devices(AMD)$ — Broad AI infrastructure buying wave; chip sector rally rips higher. $Intel(INTC)$ — 202% YTD return; Citi raised target citing AI inference server demand. $Oracle(ORCL)$ — Stargate partner with OpenAI; $523B AI cloud backlog growing 438% YoY. $Broadcom(AVGO)$ — Custom AI chips rival Nvidia's GPUs; Q2 earnings drop June 3. $Hewlett Packard Enterprise(HPE)$ — Q2 earnings crushed expectations; revenue up 42% YoY, guidance raised. $Dell Technologies Inc.(DELL)$ — Record $113.5B revenue, $43B AI server backlog, $140B FY27 outlook. $Bloom Energy Corp(BE)$ — Up 1,200%+ in a year; AI data centers need its off-grid power. $Keel Infrastructure Corp(KEEL)$ — Canadian AI infrastructure corp trading alongside crypto/digital infrastructure peers in the AI data center buildout wave. Leopold call out. The AI supercycle is only in Year 3 of 15. So we are still super early still. Be patient. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":276,"commentSize":0,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/570683196961208","repostId":0,"isVote":1,"tweetType":1,"viewCount":1499,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC","AVGO","BE","IBM","KEEL","NOW","MSFT","AMD","ARM","HPE","ORCL","DELL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1358,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/570683196961208"}