$Dell Technologies Inc.(DELL)$ The RSI is still at 76, so we might see a bit more downside from here. The forward P/E is 31x, so we're not in bad shape. Ignore the doomsdayers who have no idea what they're talking about. This pullback is normal after such a big run, and a drop coupled with some consolidation is healthy before we start moving up again. It will come, but patience is required.
I'm leaning more toward $IBM(IBM)$ acquiring LUMN. $Berkshire Hathaway(BRK.A)$ is also a possibility, as they've started offloading some of their large cash reserves. I'm ready to see if whoever bought all those 13.3k $12 calls expiring Friday turns out to be right. I'd love to see $Lumen Technologies(LUMN)$ pop. The dips have been getting bought up quickly.
$IBM(IBM)$ I actually thought this could be a trillion-dollar stock, and I'm still hoping for that. It's doubled for me, but it's still miles away from the trillion-dollar club. I've been holding for almost six years.
$ServiceNow(NOW)$ Good things come to those who wait. It's only been up for a week, and after seeing the situation with Claude, I think going over 200 here is easy.
$SanDisk Corp.(SNDK)$ Saw this on Motley Fool, citing Gartner's estimates. They're projecting that DRAM and NAND prices will soar by 125% and 234% respectively this year, with no meaningful price relief until late 2027 at the earliest.
$SPDR S&P 500 ETF Trust(SPY)$ Let me put it simply... No deal...market goes up. Maybe a deal...market rips. Rumor of a deal for the 576th time...rips even more. Definitely a deal...rockets up. Will never be a deal...drifts upwards.