'WINNERS': Expert points to 'compute' as AI market leaders

Recommendations

Entry is the asset's closing price on the publication date. Current is the last close on record.

1. 01 DELL NYSE BUY +0.27%
   Entry $515.01 03 Sep 2026

   Current $516.39 03 Sep 2026

   Result +$1.38

   vs. index +0.3% SPY +0.0% over the same days

   THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

   Go

   Context RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

2. 02 MU NASDAQ BUY +0.00%
   Entry $958.16 03 Sep 2026

   Current $958.16 03 Sep 2026

   Result +$0.00

   vs. index +0.0% SPY +0.0% over the same days

   THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

   Go

   Context RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

3. 03 AMZN NASDAQ BUY +0.00%
   Entry $258.90 03 Sep 2026

   Current $258.90 03 Sep 2026

   Result +$0.00

   vs. index +0.0% SPY +0.0% over the same days

   THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

   Go

   Context RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

4. 04 GOOGL NASDAQ BUY +0.00%
   Entry $342.48 03 Sep 2026

   Current $342.48 03 Sep 2026

   Result +$0.00

   vs. index +0.0% SPY +0.0% over the same days

   THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

   Go

   Context RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

5. 05 HPQ NYSE BUY +0.00%
   Entry $31.93 03 Sep 2026

   Current $31.93 03 Sep 2026

   Result +$0.00

   vs. index +0.0% SPY +0.0% over the same days

   IS THE AI FACTORS OUT OF DELL AND HP, THE IDEA TO HAVE HYPER SCALARS PUT IT INTO THE CLOUD, THAT'S THE COMPUTE. THOSE GUYS WERE THE WINNERS AND WILL BE FOR A LITTLE BIT.

   Go

   Context >> IS THE AI FACTORS OUT OF DELL AND HP, THE IDEA TO HAVE HYPER SCALARS PUT IT INTO THE CLOUD, THAT'S THE COMPUTE. THOSE GUYS WERE THE WINNERS AND WILL BE FOR A LITTLE BIT.

6. 06 CRM NYSE BUY +0.00%
   Entry $264.43 03 Sep 2026

   Current $264.43 03 Sep 2026

   Result +$0.00

   vs. index +0.0% SPY +0.0% over the same days

   ONCE YOU HAVE COMPUTE YOU'VE GOT TO DO SOMETHING WITH IT. THAT IS WHY THOSE WHO HAVE DATA DISTRIBUTION CUSTOMERS ANNUAL CONTRACTS AND ENTERPRISE WILL COME BACK AND THAT BRINGS YOU BACK TO SALESFORCE, SERVICE, THESE ARE THE COMPANIES THAT HAVE THAT.

   Go

   Context RAY:ONCE YOU HAVE COMPUTE YOU'VE GOT TO DO SOMETHING WITH IT. THAT IS WHY THOSE WHO HAVE DATA DISTRIBUTION CUSTOMERS ANNUAL CONTRACTS AND ENTERPRISE WILL COME BACK AND THAT BRINGS YOU BACK TO SALESFORCE, SERVICE, THESE ARE THE COMPANIES THAT HAVE THAT.

7. 07 NOW NYSE BUY +0.00%
   Entry $145.59 03 Sep 2026

   Current $145.59 03 Sep 2026

   Result +$0.00

   vs. index +0.0% SPY +0.0% over the same days

   ONCE YOU HAVE COMPUTE YOU'VE GOT TO DO SOMETHING WITH IT. THAT IS WHY THOSE WHO HAVE DATA DISTRIBUTION CUSTOMERS ANNUAL CONTRACTS AND ENTERPRISE WILL COME BACK AND THAT BRINGS YOU BACK TO SALESFORCE, SERVICE, THESE ARE THE COMPANIES THAT HAVE THAT.

   Go

   Context RAY:ONCE YOU HAVE COMPUTE YOU'VE GOT TO DO SOMETHING WITH IT. THAT IS WHY THOSE WHO HAVE DATA DISTRIBUTION CUSTOMERS ANNUAL CONTRACTS AND ENTERPRISE WILL COME BACK AND THAT BRINGS YOU BACK TO SALESFORCE, SERVICE, THESE ARE THE COMPANIES THAT HAVE THAT.