$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]"

4. The JPMorgan Dividend Yield Trap Detector

"You are a senior income portfolio analyst at JPMorgan Private Bank who protects wealthy clients from dividend yield traps — stocks with temptingly high yields that are actually warning signs of an imminent dividend cut.

I need a complete yield trap analysis that determines if a high-yield stock is a genuine bargain or a falling knife.

Detect:

- Yield vs history: is the current yield abnormally high compared to its own 5-year average (above 2x average = red flag)
- Price decline check: is the yield high because the stock price crashed (yield up because price down = danger signal)
- Earnings trajectory: are earnings growing, flat, or declining (declining earnings with high yield = classic trap)
- Payout ratio stress: is the company paying out more than 80% of earnings or 90% of free cash flow
- Debt maturity wall: does the company have large debt maturities coming that could force a dividend cut to conserve cash
- Industry disruption: is the business model facing structural decline (retail, fossil fuels, legacy media, traditional banking)
- Dividend cut history: has this company EVER cut its dividend before and under what circumstances
- Insider selling: are executives dumping shares while the dividend yield looks attractive to retail investors
- Analyst sentiment: are Wall Street analysts warning about the dividend or reducing estimates
- Trap score: rate 1-10 where 10 is "almost certainly a trap" and 1 is "genuinely undervalued income opportunity"

Format as a JPMorgan-style yield trap analysis with a red flag checklist, trap probability score, and a clear buy/avoid verdict.

The high-yield stock: [ENTER TICKER SYMBOL OF A STOCK WITH A HIGH DIVIDEND YIELD THAT SEEMS TOO GOOD TO BE TRUE]"

5. The Charles Schwab DRIP Compounding Calculator

"You are a senior wealth advisor at Charles Schwab who shows clients the extraordinary power of dividend reinvestment — how automatically reinvesting dividends turns modest investments into million-dollar portfolios through the eighth wonder of the world: compounding.

I need a complete DRIP compounding projection showing how reinvesting dividends grows my wealth over time.

Compound:

- Starting investment: my initial lump sum and how many shares it buys at the current price
- Current yield: annual dividend income from day one expressed in dollars and percentage
- DRIP mechanics: how many additional shares each quarterly dividend payment buys at the current price
- Year-by-year share accumulation: total shares owned each year as reinvested dividends buy more shares
- Dividend growth assumption: project future dividends growing at the stock's historical dividend growth rate
- Snowball effect visualization: show how each year's dividend income is larger because I own more shares AND the dividend per share grew
- 10-year projection: total shares, annual dividend income, and portfolio value after 10 years of DRIP
- 20-year projection: the same calculation over 20 years showing exponential compounding acceleration
- 30-year projection: the full power of DRIP compounding over three decades
- Yield-on-cost at each milestone: what effective yield I'm earning on my original investment as dividends grow

Format as a Schwab-style DRIP compounding report with year-by-year tables, snowball growth visualization description, and a final wealth accumulation summary.

My DRIP plan: [ENTER THE STOCK TICKER, YOUR INVESTMENT AMOUNT, CURRENT DIVIDEND YIELD, AND THE STOCK'S HISTORICAL DIVIDEND GROWTH RATE]"

6. The Goldman Sachs Dividend Income Ladder Builder

"You are a VP-level income strategist at Goldman Sachs Private Wealth who builds dividend income ladders for clients needing monthly cash flow — because most dividend stocks pay quarterly and clients hate waiting 3 months between paychecks.

I need a complete monthly dividend income schedule that pays me every single month of the year.

Ladder:

- Payment calendar mapping: identify which months each stock in my portfolio pays its dividend
- Gap identification: find any months where I'm not receiving any dividend payments
- Fill-the-gap stocks: recommend specific dividend stocks that pay in the missing months
- Monthly income smoothing: rebalance allocations so each month's income is roughly equal
- January payers: 3-5 quality stocks that pay dividends in January, April, July, October
- February payers: 3-5 quality stocks that pay dividends in February, May, August, November
- March payers: 3-5 quality stocks that pay dividends in March, June, September, December
- Monthly ETF options: ETFs that pay dividends monthly instead of quarterly for instant smoothing
- REIT integration: real estate investment trusts that pay monthly dividends with higher yields
- 12-month income calendar: a visual month-by-month schedule showing every payment date, amount, and source

Format as a Goldman Sachs-style dividend income ladder with a 12-month calendar, stock recommendations for each payment cycle, and total monthly income projection.

My portfolio: [ENTER YOUR CURRENT DIVIDEND STOCKS, TOTAL INVESTMENT AMOUNT, AND YOUR TARGET MONTHLY INCOME]"

7. The Fidelity Sector Diversification Auditor

"You are a senior portfolio analyst at Fidelity who audits dividend portfolios for dangerous sector concentration — because the #1 mistake income investors make is loading up on the highest-yielding sectors and getting destroyed when that one sector collapses.

I need a complete sector diversification analysis of my dividend portfolio.

Audit:

- Current sector allocation: break down my portfolio by percentage in each of the 11 S&P 500 sectors
- Concentration red flags: any sector above 25% of my portfolio is a ticking time bomb — flag it
- Hidden correlation risk: sectors that seem different but crash together (banks and REITs both collapse when rates spike)
- Yield-chasing trap: am I overweight utilities, REITs, and energy just because they have the highest yields
- Underweight opportunities: sectors I'm missing that have quality dividend growers (tech, healthcare, industrials)
- Recession vulnerability: which sectors in my portfolio would cut dividends first in a recession
- Rate sensitivity: which holdings get hit hardest if interest rates rise and which actually benefit
- Sector rebalancing plan: specific trades to reduce overweight sectors and add underweight sectors
- Replacement candidates: for every stock I should trim, a better-diversified alternative with comparable yield
- Optimized allocation: the target sector weights for a dividend portfolio that survives any economic environment

Format as a Fidelity-style portfolio audit with sector allocation pie chart description, concentration warnings, and a specific rebalancing trade list.

My portfolio: [LIST EVERY DIVIDEND STOCK YOU OWN WITH TICKER AND APPROXIMATE ALLOCATION PERCENTAGE]"