$DELL/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$BB +$10.00 today?

$HPE/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$HPE may be one of the most overlooked AI infrastructure winners.

Everyone talks about $NVDA.

Everyone talks about $DELL.

Everyone talks about $MU.

But AI isn't only about chips.

AI needs:

→ compute
→ networking
→ storage
→ enterprise infrastructure
→ data center modernization

That's exactly where HPE operates.
The weekly chart just broke into new highs with strong momentum and institutional participation.
If the AI infrastructure cycle continues for years rather than quarters...
HPE could end up being one of the biggest surprise winners of the entire theme.

Don't underestimate what happens when Wall Street discovers a new AI infrastructure compounder.
$100 next??

$SMCI/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$SMCI is starting to look very interesting again.

A lot of traders moved on after the massive AI run...

But the company never left the AI infrastructure story.

Now look at the weekly chart:

✅ Reclaiming key resistance
✅ Higher lows building since April
✅ Momentum accelerating again
✅ Volume improving on advances
✅ Price back above key moving averages
✅ AI infrastructure narrative remains intact

People forget that AI doesn't run on software alone.
It needs:

→ servers
→ racks
→ cooling
→ networking
→ data center

infrastructure
That's exactly where Super Micro sits.
The stock went from a market darling...

to a market villain...

and now may be transitioning back into a market leader.

The most powerful moves often happen when great themes meet improving technicals.
And AI infrastructure remains one of the strongest themes on Earth.
If buyers continue defending this breakout area, the conversation could quickly shift from:

"Is SMCI back?"
to

"How much upside remains?"

$200 next month?

#SMCI #AI #ArtificialIntelligence #DataCenters #AIInfrastructure #NVDA #Technology #Stocks #Investing #Semiconductors

🇺🇸THE PRESIDENT IS TELLING YOU WHAT TO INVEST IN

In February 2026, President Donald Trump bought up to $5m worth of $DELL

The stock was trading at ~$136.

In May 8th 2026, Trump thanked the Dell family and told Americans: “go out and buy a Dell, they’re great”

$DELL surged ~14% that day.

Yesterday, Dell won a $9.7 billion five year Pentagon contract.

Today, they had their earning call, the stock is up 35% after hours.

Up ~80% since he said to go out and buy a Dell.

Here are 5 other stocks he has been endorsing:

$AAPL. Trump has repeatedly called Apple a great company and praised Tim Cook across multiple events and visits.

$MU. Trump went on Fox News and called Micron one of the hottest companies in America.

$PLTR. Trump posted on Truth Social praising Palantir's "great war fighting capabilities and equipment" after personally buying shares.

$INTC. Trump posted that Intel stock continues to rise. His administration also took a major stake in the company.

$NVDA. Trump has made multiple large personal buys in Nvidia as part of his broader tech and AI portfolio.

When the President of the United States is publicly endorsing specific stocks and personally buying them, the rules of the market change.

Elon Musk just said what nobody in Washington wants to hear.

"The government is basically unfixable."
"If AI and robots don't solve our national debt. We're toast."

$39,000,000,000,000 in national debt.
Adding trillions every year.

The man who built Tesla. SpaceX.
And tried to fix the government himself.

Just admitted it can't be fixed by humans.

Only two things can save America now.
AI and robots. Or bankruptcy.

There is no third option.

JP Morgan CEO will pay ~$500K/year to engineers who can #prompt AI for the $700B bank

- CEO plans to "deploy AI into every single process" at the world's largest bank

22-min and you'll know exactly what skills they is paying $500K/year for and how they using AI - before everyone else figures it out

Steelmaking has only changed a few times in history.

Each shift took decades.

Clean steel is next and it may be the hardest one yet.

Bill Gates is right on the constraints:

→ The product has to perform green steel must meet the same specs as blast furnace steel, or no buyer touches it

→ The cost has to come down green steel currently costs 20-50% more than conventional

→ The industry has to move and steel moves slowly, on 40-year asset cycles

All have to happen simultaneously... That's what makes this hard.

The deployment gap is already visible in the data.

Europe is pushing aggressively: carbon border taxes, green procurement mandates, CBAM pricing in carbon costs.
European steelmakers are investing in hydrogen-based DRI and electric arc furnaces.

China and India which together produce nearly 70% of global steel are not moving at the same pace.

Both are still building new blast furnaces and Both are prioritising cost and volume over emissions.

The result is playing out in real time.
European steel mills are closing.
Tata Steel UK.
Thyssenkrupp restructuring.
ArcelorMittal curtailments across the continent.

Asian producers running cheaper, carbon-unpriced steel are taking market share.

Europe is decarbonising its steel industry. It's also de-industrialising it.

Clean steel is the right long-term answer.

But the transition cost is being paid asymmetrically by the regions moving fastest, while those moving slowest capture the volume.

Focus on these 46 leading names trading above $100M dollar volume — there are newer rotational group and may outperform what your current watchlist is surfacing.

$APP — Advertising Agencies
$FLY — Aerospace & Defense
$LUNR — Aerospace & Defense
$PL — Aerospace & Defense
$RCAT — Aerospace & Defense
$RDW — Aerospace & Defense
$RKLB — Aerospace & Defense
$CLSK — Crypto Mining / Capital Markets
$IREN — Crypto Mining / Capital Markets
$ASTS — Satellite Communication
$ONDS — Communication Equipment
$DELL — AI Servers & Infrastructure
$HPQ — Computer Hardware
$IONQ — Quantum Computing
$QBTS — Quantum Computing
$QUBT — Quantum Computing
$RGTI — Quantum Computing
$SMCI — AI Servers & Infrastructure
$SNDK — Storage Hardware
$UMAC — Drone Hardware
$PLUG — Hydrogen & Fuel Cells
$TE — Energy Infrastructure
$OUST — LiDAR & Sensors
$TTMI — Electronic Components
$APLD — AI Datacenter Infrastructure
$PENG — AI Infrastructure Services
$MP — Rare Earth Materials
$USAR — Rare Earth Materials
$COHR — Optical & Photonics
$ALAB — AI Connectivity Semis
$ARM — CPU Architecture
$CRDO — AI Networking Semis
$GFS — Semiconductor Foundry
$MRVL — AI Networking & Custom Chips
$MU — Memory & HBM
$NVTS — Power Semiconductors
$QCOM — Mobile & Edge AI Semis
$SMTC — Analog & Connectivity Semis
$TSEM — Specialty Semiconductor Foundry
$VSH — Discrete Semiconductors
$WOLF — Silicon Carbide Semiconductors
$BB — Cybersecurity & Software Infrastructure
$INFQ — Quantum Software Infrastructure
$NBIS — AI Cloud Infrastructure
$NTAP — Enterprise Storage & Data Infrastructure
$XNDU — Quantum Software Infrastructure

That explains a lot, of course 😂

#Ferrari #Luce #FerrariLuce

Claude Opus 4.8 beats Opus 4.7, GPT-5.5, and Gemini 3.1 Pro !!

We ran a multimodal gaming comparison across these four closed source models.

Opus 4.8 took the longest to generate, but it came out ahead, capturing the most elements from the prompt and successfully hitting the rival cars.

GPT 5.5 is still good, but Gemini is no longer the best multimodal model now

AI can now create dividend portfolios that can generate $100,000 in passive income a year - for free.

Here are 12 powerful Perplexity prompts With which you will find safe + growing dividend stocks.

Save this thread.

1. The Berkshire Hathaway Dividend Stock Screener

"You are Warren Buffett evaluating dividend stocks for Berkshire Hathaway's $300B+ equity portfolio — selecting only companies with such durable competitive advantages that they can pay and grow their dividends for the next 50 years without interruption.

I need a complete dividend stock screening analysis that separates safe compounders from dividend traps.

Screen:

- Consecutive dividend increases: how many years in a row has this company raised its dividend (25+ = Aristocrat, 50+ = King)
- Dividend growth rate: annualized dividend growth over 3, 5, and 10 years (I want 7%+ to outpace inflation)
- Payout ratio from earnings: percentage of net income paid as dividends (below 60% is safe, above 75% is danger)
- Payout ratio from free cash flow: percentage of FCF paid as dividends (more reliable than earnings-based ratio)
- Revenue stability: has revenue grown in at least 8 of the last 10 years without major drops
- Earnings consistency: has EPS grown in at least 8 of the last 10 years without wild swings
- Debt-to-EBITDA: can the company pay off all debt within 3 years of EBITDA (low leverage = safer dividend)
- Interest coverage: EBIT divided by interest expense above 5x (debt payments easily covered before dividends)
- Economic moat: does this company have pricing power, switching costs, or scale advantages that protect future profits
- Dividend safety score: rate 1-10 based on all factors with a clear safe, watch, or danger classification

Format as a Buffett-style dividend safety report with a scorecard, red flag checklist, and a buy/hold/avoid recommendation.

The stock: [ENTER TICKER SYMBOL OF THE DIVIDEND STOCK YOU WANT EVALUATED]"

2. The Vanguard Dividend Growth Portfolio Architect

"You are a senior portfolio strategist at Vanguard who designs dividend growth portfolios for retirees and pre-retirees — portfolios built to generate rising income every year that keeps pace with inflation without ever touching the principal.

I need a complete dividend growth portfolio built from scratch with specific stocks, allocations, and income projections.

Architect:

- Portfolio strategy: dividend growth (rising income) vs high yield (maximum current income) — which fits my situation
- Sector diversification: allocate across all 11 sectors so no single industry can cut my income stream
- Stock selection: 15-25 specific dividend stocks with ticker, current yield, 5-year dividend growth rate, and payout ratio
- Allocation weights: exact percentage and dollar amount for each position based on my total investment
- Yield-on-cost projection: what my portfolio yield will grow to in 5, 10, and 20 years if dividends keep growing at current rates
- Current annual income: total dividend income from day one at my investment amount
- Income growth forecast: projected annual income in year 5, year 10, and year 20 assuming historical dividend growth continues
- Reinvestment strategy: should I reinvest dividends (DRIP) now and switch to income later, or take cash from day one
- Tax-efficient placement: which dividend stocks go in taxable, IRA, or Roth accounts for minimum tax drag
- Rebalancing rules: when to trim winners, add to laggards, and replace any stock that cuts or freezes its dividend

Format as a Vanguard-style portfolio construction document with holdings table, sector allocation, and a 20-year income growth projection.

My situation: [ENTER YOUR TOTAL INVESTMENT AMOUNT, AGE, WHEN YOU NEED THE INCOME, AND YOUR TARGET ANNUAL DIVIDEND INCOME]"

3. The BlackRock Dividend Aristocrat Deep Dive

"You are a senior income strategist at BlackRock who analyzes Dividend Aristocrats — the elite S&P 500 companies that have raised their dividends for 25+ consecutive years through recessions, pandemics, and financial crises.

I need a complete analysis of a Dividend Aristocrat determining whether its streak will continue or if a cut is coming.

Analyze:

- Dividend streak: exact number of consecutive annual increases and how close it came to breaking during 2008 and 2020
- Dividend growth acceleration or deceleration: is the annual raise getting bigger or smaller each year
- Earnings growth vs dividend growth: are earnings growing fast enough to support continued raises or is the payout stretching thin
- Free cash flow coverage: after capex and debt payments, how much cash is left over to cover the dividend
- Recession performance: what happened to revenue, earnings, and the dividend during the last 3 recessions
- Balance sheet fortress test: enough cash and low enough debt to maintain dividends even if earnings drop 30%
- Buyback and dividend competition: is the company buying back shares AND paying dividends, or is one cannibalizing the other
- Industry headwinds: are there structural threats to the industry that could pressure future dividend capacity
- Dividend cut probability: based on all factors, estimate the percentage chance the dividend gets cut in the next 5 years
- Aristocrat verdict: is this a safe hold for the next 20 years or a ticking time bomb hiding behind a long streak

Format as a BlackRock-style Aristocrat analysis with a dividend safety dashboard, recession stress test, and a long-term hold recommendation.

The Aristocrat: [ENTER TICKER SYMBOL OF A DIVIDEND ARISTOCRAT OR A COMPANY YOU THINK MIGHT BE ARISTOCRAT-QUALITY]"