Jul. 9 at 10:18 PM
$DELL
The setup is getting interesting, but I don’t think the real move has started yet.
Momentum needs to return, and patience matters here. A clean breakout could open the path toward the
$500 and
$525 areas, with a bigger upside scenario if the trend accelerates.
The broader theme is still strong. Computer hardware and cloud infrastructure names are seeing buyers step in on the 8-week MA pullback.
$ARM
Watching the AI compute trend and semiconductor demand.
$HPE
Cloud infrastructure momentum remains a key catalyst.
$DELL
Looking for confirmation before the next leg.
$CSCO
Enterprise networking demand remains on watch.
The best moves usually come after consolidation, not before.
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