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

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

1. 01 DELL NYSE BUY +3.97%
   Entry $515.01 03 Sep 2026

   Current $535.45 09 Sep 2026

   Result +$20.44

   vs. index +5.4% SPY −1.4% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …CE. JOEL POLLOCK, ALWAYS GOOD, THANKS, SEE YOU AGAIN SOON. QUICK CHECK OF THE MARKETS. WHERE ARE WE? DOW IS UP NEARLY 500. THE NASDAQ IS UP 260. RAY WONG JOINING US NOW. I WANT TO TALK ABOUT YOUR BIGGEST AI WINNERS. NAME THEM PLEASE. RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS. STUART: YOU SAY COMPUTE? WE COME ACROSS THAT WORD A LOT. WHAT DOES THAT MEAN? YOU'VE GOT COMPUTING POWER, YOU OWN THAT POWER? >> IS THE AI FACTORS OUT OF DELL AND HP, THE IDEA TO HAVE HYPER SCALARS PUT IT INTO THE CLOUD, THAT'S THE COMP…

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

   Go

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

2. 02 MU NASDAQ BUY +7.26%
   Entry $958.16 03 Sep 2026

   Current $1,027.77 09 Sep 2026

   Result +$69.61

   vs. index +8.7% SPY −1.4% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …CE. JOEL POLLOCK, ALWAYS GOOD, THANKS, SEE YOU AGAIN SOON. QUICK CHECK OF THE MARKETS. WHERE ARE WE? DOW IS UP NEARLY 500. THE NASDAQ IS UP 260. RAY WONG JOINING US NOW. I WANT TO TALK ABOUT YOUR BIGGEST AI WINNERS. NAME THEM PLEASE. RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS. STUART: YOU SAY COMPUTE? WE COME ACROSS THAT WORD A LOT. WHAT DOES THAT MEAN? YOU'VE GOT COMPUTING POWER, YOU OWN THAT POWER? >> IS THE AI FACTORS OUT OF DELL AND HP, THE IDEA TO HAVE HYPER SCALARS PUT IT INTO THE CLOUD, THAT'S THE COMP…

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

   Go

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

3. 03 AMZN NASDAQ BUY -2.51%
   Entry $258.90 03 Sep 2026

   Current $252.40 09 Sep 2026

   Result −$6.50

   vs. index −1.1% SPY −1.4% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …CE. JOEL POLLOCK, ALWAYS GOOD, THANKS, SEE YOU AGAIN SOON. QUICK CHECK OF THE MARKETS. WHERE ARE WE? DOW IS UP NEARLY 500. THE NASDAQ IS UP 260. RAY WONG JOINING US NOW. I WANT TO TALK ABOUT YOUR BIGGEST AI WINNERS. NAME THEM PLEASE. RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS. STUART: YOU SAY COMPUTE? WE COME ACROSS THAT WORD A LOT. WHAT DOES THAT MEAN? YOU'VE GOT COMPUTING POWER, YOU OWN THAT POWER? >> IS THE AI FACTORS OUT OF DELL AND HP, THE IDEA TO HAVE HYPER SCALARS PUT IT INTO THE CLOUD, THAT'S THE COMP…

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

   Go

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

4. 04 GOOGL NASDAQ BUY -3.45%
   Entry $342.48 03 Sep 2026

   Current $330.65 09 Sep 2026

   Result −$11.83

   vs. index −2.1% SPY −1.4% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …CE. JOEL POLLOCK, ALWAYS GOOD, THANKS, SEE YOU AGAIN SOON. QUICK CHECK OF THE MARKETS. WHERE ARE WE? DOW IS UP NEARLY 500. THE NASDAQ IS UP 260. RAY WONG JOINING US NOW. I WANT TO TALK ABOUT YOUR BIGGEST AI WINNERS. NAME THEM PLEASE. RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS. STUART: YOU SAY COMPUTE? WE COME ACROSS THAT WORD A LOT. WHAT DOES THAT MEAN? YOU'VE GOT COMPUTING POWER, YOU OWN THAT POWER? >> IS THE AI FACTORS OUT OF DELL AND HP, THE IDEA TO HAVE HYPER SCALARS PUT IT INTO THE CLOUD, THAT'S THE COMP…

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

   Go

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

5. 05 HPQ NYSE BUY +1.44%
   Entry $31.93 03 Sep 2026

   Current $32.39 09 Sep 2026

   Result +$0.46

   vs. index +2.8% SPY −1.4% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …NK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS. STUART: YOU SAY COMPUTE? WE COME ACROSS THAT WORD A LOT. WHAT DOES THAT MEAN? YOU'VE GOT COMPUTING POWER, YOU OWN THAT POWER? >> 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. STUART: WHO ARE THE BIGGEST LOSERS? RAY:LOSERS WERE ANYTHING AI COULD REPLACE LIKE FIGURE AND CREATIVITY SIDE, THESE ARE COMPANIES PEOPLE WERE SAYING THEY ARE GOING TO GO AWAY. THEY THOUGHT ALL CONSULTING WAS GOING TO GO AWAY, AND THA…

   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

   AI-extracted 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 -7.67%
   Entry $264.43 03 Sep 2026

   Current $244.16 09 Sep 2026

   Result −$20.27

   vs. index −6.3% SPY −1.4% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …RE AND CREATIVITY SIDE, THESE ARE COMPANIES PEOPLE WERE SAYING THEY ARE GOING TO GO AWAY. THEY THOUGHT ALL CONSULTING WAS GOING TO GO AWAY, AND THAT IS WHY THEY ARE ON THIS LOSER LIST. STUART: WHO SET UP BEST FOR THE NEXT QUARTER? 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. THEN OF COURSE, AND IF YOU HAVE SMALL MODULAR REACTORS AND CAPACITY TO PRODUCE POWER, BATTERY CELLS, WHERE PEOPLE ARE HEADED

   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

   AI-extracted 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 -9.95%
   Entry $145.59 03 Sep 2026

   Current $131.11 09 Sep 2026

   Result −$14.48

   vs. index −8.6% SPY −1.4% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …RE AND CREATIVITY SIDE, THESE ARE COMPANIES PEOPLE WERE SAYING THEY ARE GOING TO GO AWAY. THEY THOUGHT ALL CONSULTING WAS GOING TO GO AWAY, AND THAT IS WHY THEY ARE ON THIS LOSER LIST. STUART: WHO SET UP BEST FOR THE NEXT QUARTER? 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. THEN OF COURSE, AND IF YOU HAVE SMALL MODULAR REACTORS AND CAPACITY TO PRODUCE POWER, BATTERY CELLS, WHERE PEOPLE ARE HEADED

   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

   AI-extracted 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.