Read as: Long HPE · High confidenceRank since this call: #235 → #235 · 1 scored dayDaniel Newman@danielnewmanUV$HPE is back. Beats and raises across the board. Love the enterprise strategy with AI networking and server delivering big margin growth across the business. FCF looks great. The strategy is working and it is showing in the results.2d agoview on X ↗tweeted Wed, Sep 2 · counted from Thu, Sep 3 close
Read as: Long AVGO · High confidenceRank since this call: #235 → #235 · 1 scored dayDaniel Newman@danielnewmanUV$AVGO provided its AI number and 27 is up and FY28 will be a monster. $230 Billion in FY 2028. 💪🏻👏🏻🚀2d agoview on X ↗tweeted Wed, Sep 2 · counted from Thu, Sep 3 close
Read as: Long DELL · High confidenceRank since this call: #235 → #235 · 1 scored dayDaniel Newman@danielnewmanUV$DELL 13% is more like it. ✅2d agoview on X ↗tweeted Wed, Sep 2 · counted from Thu, Sep 3 close
Read as: Long NVDA · Medium confidenceRank since this call: #235 → #235 · 1 scored dayDaniel Newman@danielnewmanUV$NVDA had to “provide a longer range growth forecast to help out all of the sell-side analysts that can’t comprehend the scale of the AI buildout” 😎2d agoview on X ↗tweeted Wed, Sep 2 · counted from Thu, Sep 3 close
Read as: Long DELL · High confidenceRank since this call: #235 → #235 · 1 scored dayDaniel Newman@danielnewmanUV$DELL should be up 10% on that print. Nearly perfect. Sign of the times. 👌2d agoview on X ↗tweeted Wed, Sep 2 · counted from Thu, Sep 3 close
Read as: Long DELL · High confidenceRank since this call: #303 → #235 · 2 scored daysDaniel Newman@danielnewmanUV$DELL print should reignite the AI trade. Most bullish print I've seen since $NVDA last week. 🙃3d agoview on X ↗tweeted Tue, Sep 1 · counted from Wed, Sep 2 close
Read as: Long DELL · High confidenceRank since this call: #303 → #235 · 2 scored daysDaniel Newman@danielnewmanUVHard to imagine $DELL not printing a monster quarter. All signs point to 🚀3d agoview on X ↗tweeted Tue, Sep 1 · counted from Wed, Sep 2 close
Read as: Long NOW · High confidenceRank since this call: #285 → #235 · 3 scored daysDaniel Newman@danielnewmanUV$NOW selloff was stupid. But it did present one heck of a great opportunity. 😎4d agoview on X ↗tweeted Mon, Aug 31 · counted from Tue, Sep 1 close
Read as: Long IREN · High confidenceRank since this call: #225 → #235 · 4 scored daystweeted Sun, Aug 30 · counted from Mon, Aug 31 close · view on X ↗
Read as: Long IREN · High confidenceRank since this call: #225 → #235 · 4 scored daystweeted Fri, Aug 28 · counted from Mon, Aug 31 close · view on X ↗
Read as: Long IREN · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Thu, Aug 27 · counted from Fri, Aug 28 close · view on X ↗
Read as: Long QCOM · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Thu, Aug 27 · counted from Fri, Aug 28 close · view on X ↗
Read as: Long MRVL · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Thu, Aug 27 · counted from Fri, Aug 28 close · view on X ↗
Read as: Long NVDA · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Thu, Aug 27 · counted from Fri, Aug 28 close · view on X ↗
Read as: Long NVDA · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Wed, Aug 26 · counted from Thu, Aug 27 close · view on X ↗
Read as: Long SNPS · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Wed, Aug 26 · counted from Thu, Aug 27 close · view on X ↗
Read as: Long NVDA · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Wed, Aug 26 · counted from Thu, Aug 27 close · view on X ↗
Read as: Long NVDA · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Wed, Aug 26 · counted from Thu, Aug 27 close · view on X ↗
Read as: Long NVDA · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Wed, Aug 26 · counted from Thu, Aug 27 close · view on X ↗
Read as: Long CIFR, Long WULF · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Mon, Aug 24 · counted from Tue, Aug 25 close · view on X ↗
Read as: Long MU · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Sun, Aug 23 · counted from Mon, Aug 24 close · view on X ↗
Read as: Long NVDA · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Sun, Aug 23 · counted from Mon, Aug 24 close · view on X ↗
Read as: Long TSLA · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Sun, Aug 23 · counted from Mon, Aug 24 close · view on X ↗
Read as: Long MU · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Sat, Aug 22 · counted from Mon, Aug 24 close · view on X ↗
Read as: Long CIFR · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Fri, Aug 21 · counted from Mon, Aug 24 close · view on X ↗
Read as: Long NVDA · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Thu, Aug 20 · counted from Fri, Aug 21 close · view on X ↗
Read as: Long SPCX · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Thu, Aug 20 · counted from Fri, Aug 21 close · view on X ↗
Read as: Long NVDA · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Thu, Aug 20 · counted from Fri, Aug 21 close · view on X ↗
Read as: Long MRVL · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Wed, Aug 19 · counted from Thu, Aug 20 close · view on X ↗
Read as: Long MRVL · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Wed, Aug 19 · counted from Thu, Aug 20 close · view on X ↗
Read as: Long MU · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Tue, Aug 18 · counted from Wed, Aug 19 close · view on X ↗
Read as: Long CRWV · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Tue, Aug 18 · counted from Wed, Aug 19 close · view on X ↗
Read as: Long NVDA · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Tue, Aug 18 · counted from Wed, Aug 19 close · view on X ↗
Read as: Long MU · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Mon, Aug 17 · counted from Tue, Aug 18 close · view on X ↗
Read as: Long IREN · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Sun, Aug 16 · counted from Mon, Aug 17 close · view on X ↗
Read as: Long NVDA · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Sun, Aug 16 · counted from Mon, Aug 17 close · view on X ↗
Read as: Long MU · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Sat, Aug 15 · counted from Mon, Aug 17 close · view on X ↗
Read as: Long MU · Medium confidenceRank since this call: #309 → #235 · 7 scored daystweeted Fri, Aug 14 · counted from Mon, Aug 17 close · view on X ↗
Read as: Long SNDK · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Fri, Aug 14 · counted from Mon, Aug 17 close · view on X ↗
Read as: Long TSLA · High confidenceRank since this call: #309 → #235 · 7 scored daystweeted Fri, Aug 14 · counted from Mon, Aug 17 close · view on X ↗