Bryn Talkington

The market has shifted from GPU-intensive to CPUs in the past year. So AMD and Arm are catching up during this CPU move. We're probably entering at time where these stocks get way ahead of themselves, because that's the nature of this market. Unlike 1999, earnings are backing up all these parabolic moves and are actually getting cheap (in PE) due to their strong earnings power.

Earnings are surprisingly strong. Dell is clearly taking share from Super Micro Computer as the data centre build-out takes shape. Their backlog grew, raised guidance, and infrastructure services grew 181% over a year. Also, there's a huge share buyback, but we're still in early days. Earnings and margins will continue to be strong with these data centre names. Revenues have been growing 20% annually consistently. Demand is strong and will endure.

If it breaks above $219, she expects it to reach $234.

It was parabolic a year ago and has since settled in. Her calls expire next month at $80, which is resistance. But being down 50% from highs is not a catalyst to go higher.

Has long owned it. Expect a 6-8% dividend. Remains a core name in the midstream area. Was upgraded today.

Their fee-related earnings are locked in for a long time. Was upgraded today, which she agrees with. Their dividend is solid. Is undervalued.

Their chart looks good. The CEO is in China and there's a good chance Boeing will strike a deal.

It could hit $100 with only a bit of positive sentiment. The earnings of these software stocks are going in the opposite direction of the stock.