Annie 所长|Aug 26, 2026 02:59
"NVIDIA earnings report coming up—too risky! Why not check out these instead:
1. NVIDIA $NVDA
Earnings performance is definitely solid, but don’t gamble right before the report. Expected volatility is around 8%-10%, and the odds aren’t worth it. Also, people are overlooking one thing: SpaceX could become one of their biggest clients in the future.
2. AMD $AMD
Currently sitting at several key support levels, and institutions have been crazily raising target prices. Most people are ignoring its deep partnership with Meta. As long as it breaks above $509, this wave could shoot straight to $530, $545, or even $560.
3. Broadcom $AVGO
Great long-term buy opportunity, but short-term trends are weak—better to avoid for now! Mainly because MRVL is stealing business in the custom TPU chip space, putting short-term pressure on AVGO.
4. Marvell Technology $MRVL
Very bullish ahead of earnings! They’re grabbing Broadcom’s market share in the TPU space. If the stock price breaks through the $251-$252 range, it could rally all the way to $280 or even $300.
5. Dell $DELL
One of the AI server giants. The logic is simple: don’t chase the highs blindly. It’s mainly riding the sector sentiment boost after NVIDIA’s earnings report, benefiting from the spillover funds and follow-up gains.
6. Hewlett Packard Enterprise $HPE
Also part of the AI server hardware chain, closely linked with Dell. The focus is on the overall rotation in the hardware sector driven by NVIDIA’s better-than-expected results.
7. Super Micro Computer $SMCI
Although its financials have a bit of a shady history, it’s now fallen to value stock territory. As long as it holds the previous high support at $35.7-$36 and stabilizes above $37.5, it could rebound quickly. Targets are $42, $45, or even above $50, especially since their gross margins have doubled."
#Investing #Stocks #AI #Tech
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