To The Moon

🌟 $Dell Technologies Inc.(DELL)$ blockbuster earnings report proved that enterprise level demand for physical AI data centre infrastructure is accelerating. Dell's total revenue surged 58% YoY to a record USD 47.0 billion, outperforming analysts estimate of USD 44.92 billion. Non GAAP adjusted EPS crushed expectations, coming in at USD 7.04 vs USD 4.92 expected. Dell booked an astonishing USD 60.9 billion in new AI server orders during the quarter alone. Dell's management has upgraded its full year FY27 revenue target by a huge USD 25 billion to USD 192 billion. They also forecasted AI server sales to triple to USD 74 billion. What an amazing earnings report! It is no wonder Dell shares surged by almost 16% post earnings. Will I chase

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For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu

For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu

I’d pick cybersecurity as the sector with the most room to run. AI is creating new threats while making enterprise infrastructure more complex, supporting strong long-term security spending. $Palo Alto Networks(PANW)$ and $CrowdStrike Holdings, Inc.(CRWD)$ both look compelling, although I expect some consolidation after the strong rerating. If I had to pick one name today, I’d choose PANW. The CyberArk and Chronosphere acquisitions could strengthen

For me, the biggest takeaway is that rising oil prices and Treasury yields are becoming a major headwind for high-growth tech. Higher discount rates make future AI cash flows worth less today, explaining why Microsoft and $NVIDIA(NVDA)$ can sell off despite strong long-term fundamentals. I’m still bullish on AI infrastructure, but I’m becoming more selective about how that growth is financed. $Dell Technologies Inc.(DELL)$ results showed genuine demand, while $Broadcom(AVGO)$ ’s reported debt-funded compute strategy raises questions about how much of the AI boom is backed by sustainable end demand versus financial leverage. I’ll be watching Broadcom’s earning

$Merck(MRK)$ $Merck & Co., Inc.(MRK) Rallies +1.42% to $149.86: Pharma Giant Nears 52-Week High with Bullish MACD Momentum, $156 Target in Focus 📈💊 Latest Close Data: MRK closed at $149.86 (+1.42%) on Sep 2, 2026, just 4.5% below its 52-week high of $156.92. Volume was 9.87M shares (Volume Ratio 0.98), turnover rate 0.40%. Core Market Drivers: HSBC upgraded MRK from Hold to Buy on Sep 1, fueling the 2.6% pre-market pop. The mRNA cancer vaccine (intismeran autogene + Keytruda) Phase III success continues to attract analyst upgrades. Morgan Stanley lifted PT from $116 to $179 with Overweight rating. Technical Analysis: MACD remains bullish with DIF 5.91 > DEA 5.71, histogram positive at 0.38. RSI(6) at 58.7 and RSI(24) at 63.7 — momentum recov

Interest rates on government bonds are rising again, making borrowings more expensive for consumers and businesses. It also heightens concerns about whether governments are issuing more debt than financial markets can handle? Rising bond yields are one of the few forces in the world strong enough to get politicians to snap to attention. They can also have a big impact on US citizens’ personal finances and on the broader US economy. The bond market can dictate (a) how much ordinary people have to pay on their mortgages and car loans, as well as (b) how much consumers earn from their savings accounts and 401(k) plans (that is equivalent to Singapore's CPF Investment Scheme (CPFIS). Gradual bubble up of Treasury yields. With fig