The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @ripster47Views › | 1 | 0 | 0 | 0 |
 @Jake__WujastykViews › | 1 | 0 | 0 | 0 |
 @jam_croissantViews › | 0 | 0 | 0 | 1 |
 @firstadopterViews › | 1 | 0 | 0 | 0 |
 @IBDinvestorsViews › | 0 | 1 | 0 | 1 |
 @TrendSpiderViews › | 1 | 1 | 0 | 0 |
 @StockSavvyShayViews › | 1 | 0 | 0 | 1 |
 @michaelsikandViews › | 0 | 0 | 0 | 1 |
@TrendSpider: Old-school hardware > Mag 7.
$HPE $DELL@StockSavvyShay: $AMZN, $GOOGL, $MSFT and $META account for ~60% of AI compute demand but all four are developing their own chips making the other 40% really valuable for $NVDA.
Enterprise is already largest individual segment at 20% with sovereign AI adding another 10% giving $DELL, $HPE and $SMCI a growing opportunity as inference moves closer to customer data.@firstadopter: YeahPartly aligned. No clearly opposing views so far.
@IBDinvestorsViews ›@michaelsikandViews ›@michaelsikand says $INTC is coming for the GPU market: its new D-Series chips are built for AI inference, and $DELL, $HPE, $SMCI and ASUS are lined up to sell them.@TrendSpiderViews ›@StockSavvyShayViews ›@firstadopterViews ›@jam_croissantViews ›@Jake__WujastykViews ›@ripster47Views ›
@tenet_research
Check full portfolio at @tenet_research@TrendSpider: Old-school hardware > Mag 7.
$HPE $DELL (Bullish)@firstadopter: Yeah (Bullish)Stock market update: Nasdaq and small caps hit on AI worries and sticky inflation; focus on $DELL $GILD $THC.
Stock Market Today with @AlissaCoram and @IBD_KShreve Nasdaq, small caps hit on AI worries, pesky inflation; Dell, GILD, THC in focus $DELL $GILD $THC https://www.youtube.com/watch?v=uDiv3msHYao
Reasoning: Macro
Old-school hardware > Mag 7. $HPE $DELL
Reasoning: Technicals
$AMZN, $GOOGL, $MSFT and $META account for ~60% of AI compute demand but all four are developing their own chips making the other 40% really valuable for $NVDA. Enterprise is already largest individual segment at 20% with sovereign AI adding another 10% giving $DELL, $HPE and $SMCI a growing opportunity as inference moves closer to customer data.
Reasoning: Fundamentals · Medium term Specific
CINDERELLA STORY OF 2026. $DELL +750% in 13 months.
Reasoning: Not tagged by analyst Specific
Yeah
Reasoning: Fundamentals · Medium term
$DELL Nice volume shelf setup on the weekly candle chart.
Reasoning: Technicals · Short term
@michaelsikand says $INTC is coming for the GPU market: its new D-Series chips are built for AI inference, and $DELL, $HPE, $SMCI and ASUS are lined up to sell them.
$INTC IS COMING FOR THE GPU MARKET. Its new D-Series chips are built for AI inference, and $DELL, $HPE, $SMCI and ASUS are lined up to sell them.
Reasoning: Catalyst · Medium term
@StockSavvyShay says $AMD launched Helion, an AI agent rack with up to 33K EPYC cores backed by $DELL, $HPE, $CSCO and $SMCI, as agents drive more demand for CPU compute beyond GPUs. AMD is also building in a token router that sends each request to the most cost-effective AI model.
$AMD just launched Helion which is an AI agent rack with up to 33K EPYC cores backed by $DELL, $HPE, $CSCO and $SMCI as agents drive more demand for CPU compute beyond GPUs. AMD is also building in a token router that sends each request to the most cost effective AI model.
Reasoning: Catalyst · Medium term
Stock Market Today with @IBD_JNielsen and @mwebster1971 Indexes Finish On A Positive Note; Datadog, Snowflake, Dell In Focus $DDOG, $SNOW, $DELL https://youtube.com/live/VgQT_i46fOs
Reasoning: Not tagged by analyst
沒有文字，引用 FinanceLancelot：特朗普頒發國家科學獎章與科技創新獎章給 Sergey Brin（$GOOG）、Jensen Huang（$NVDA）、Elon Musk（$SPCX）、Lisa Su（$AMD）、Michael Dell（$DELL）、Satya Nadella（$MSFT）。
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.