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# 💰Stocks to watch today?(27 Feb)

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  • Shyon
    ·02-27 13:42
    TOP
    My stock in focus today is $Dell Technologies Inc.(DELL)$ , after an impressive earnings report that pushed shares up about 11%. The company posted record Q4 revenue of $33.4 billion and beat EPS expectations, while guiding fiscal 2027 revenue to $138–$142 billion — well above estimates — signaling strong forward momentum.

    The biggest highlight is AI. Dell expects AI server revenue to jump 103% to around $50 billion in fiscal 2027, supported by over 4,000 AI server customers. With heavy AI infrastructure spending from Alphabet Inc., Microsoft Corporation, Amazon.com Inc., and Meta Platforms Inc., Dell is well positioned in this capex cycle.

    On top of growth, Dell raised its dividend by 20% and added $10 billion in buybacks. Compared with peers like HP Inc. $HP Inc(HPQ)$ and Lenovo $LENOVO GROUP(00992)$ , Dell’s stronger exposure to AI infrastructure makes it stand out as more than just a traditional PC player.

    @TigerStars @Tiger_comments @TigerClub

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  • 這是甚麼東西
    ·02-27 12:16
    TOP
    The "Yield-Enhancement" Play: Singapore Airlines (C6L)
    The Idea: SIA is stuck in a sideways trend. Growth is slowing, but the company is still a cash-flow machine.
    The Move: Sell Covered Calls. If you own the stock, sell a call option with a strike price of S$7.50.
    The Goal: You collect the premium (extra income) while the stock stagnates. It’s a way to get paid while waiting for the next major sector move.
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  • icycrystal
    ·02-27 21:38
    Given the current market volatility and the "AI scare trade" affecting tech bellwethers like NVIDIA, investors are rotating into sectors with solid fundamentals and lower sensitivity to tech-specific sentiment.
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  • 北极篂
    ·02-27 17:18
    所以今天的核心思路其实很简单:不急着出手,把仓位留给更清晰的机会。很多时候,最好的交易就是耐心等待,而不是每个波动都参与。
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  • 北极篂
    ·02-27 17:17
    我更倾向把节奏放慢,优先看那些盈利确定性强、现金流稳定的公司,让组合波动可控。因为当龙头走弱,本质是风险偏好在降温,交易重点就不该是追收益,而是先守住回撤。
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  • 北极篂
    ·02-27 17:17
    如果要说我今天最直观的交易想法,其实不是“该买什么”,而是先想清楚“哪些不做”。当 Nvidia 带动AI板块整体回调时,市场明显在从高预期转向重新定价,这种阶段去追短线反弹,胜率并不高。
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  • koolgal
    ·02-27 15:02
    🌟🌟🌟One word to describe my trades this week: ANCHORED.  $iShares 0-3 Month Treasury Bond ETF(SGOV)$ may not moon but it also doesn't give me heart palpitations.  I will take bullet proof over drama any day.

    For those who are new:  SGOV is the ultra short US Treasury ETF that pays monthly dividends.  It goes ex dividend on March 2 next week and yields 4%.  It is not flashy but it is steady and sometimes steady is exactly what we need.

    @Daily_Discussion @TigerStars @Tiger_SG @Tiger_comments @TigerClub @CaptainTiger

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  • Alubin
    ·02-27 11:18
    Continue to dca into broad market index and ignore the noise for a peaceful long term investment strategy. That said, those savvy enough would still go ahead to make trades or buy the dip. So to each their own.
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  • ECLC
    ·02-27 10:47
    本周一个词:忙。
    最近市场相当不稳定,一些收益和新闻发布,DCA和交易量比平时更大。
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  • princejumong
    ·02-27 14:17
    volatile, bought $SoundHound AI Inc(SOUN)$ before earnings. will jump
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  • highhand
    ·02-27 13:08
    keep selling puts on strong stocks.
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  • kino318
    ·02-27 10:48
    up down up down. happy Chinese new year
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  • kino318
    ·02-27 10:47
    up down up down
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  • Jackosen
    ·02-27 18:13
    Buy the dip
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