Daimao

NVIDIA (NVDA) is currently one of the world's largest companies by market capitalization and the undisputed leader in AI computing power. In connection with the memory sector you previously followed (SK hynix and Micron), NVIDIA is their largest buyer of HBM chips and sits at the core of demand across the entire AI industry chain.
Financials: Massive scale and still accelerating
· Revenue scale: Total revenue in the latest quarter (FY27 Q2) reached $96 billion, more than doubling year over year, with growth accelerating for four consecutive quarters.
· Growth guidance: The company expects reve

Based on the logic behind your analysis of SK Hynix and Micron, NVIDIA (NVDA) is currently in a state where its earnings moat remains extremely deep, but the stock is facing multiple short-term sentiment headwinds and is now in a battle around a key support level.
Fundamentals: The moat remains extremely deep
· Blowout earnings and guidance: Revenue for the latest quarter was $96.2 billion (+106% year over year), with the data center business contributing $89 billion. Management even said that without supply constraints, growth could have exceeded 100%.
· Rubin platform takes over: A Morgan St

Micron Technology (MU) is SK hynix’s primary competitor in the AI memory sector and is likewise benefiting from this AI-driven supercycle in memory chips. The two directly compete in the HBM (high-bandwidth memory) market, but Micron’s recent financial performance and stock price trajectory have also been strong.
Core Financial Data (Latest Quarter)
For the fiscal third quarter ended May 28, 2026, Micron’s results surged across the board:
· Revenue: $41.46 billion, up 73.8% quarter-over-quarter and 345.7% year-over-year
· Net income: $28.24 billion (GAAP), with a net margin as high as 70%
· Gr

Micron Technology (MU) is SK hynix’s main competitor in the AI memory sector and is likewise benefiting from this AI-driven supercycle in memory chips. The two compete directly in the HBM (high-bandwidth memory) market, but Micron’s recent financial performance and stock price trend have also been strong.
Core Financial Data (Latest Quarter)
For the third fiscal quarter ended May 28, 2026, Micron’s results surged across the board:
· Revenue: $41.46 billion, up 73.8% quarter-over-quarter and 345.7% year-over-year
· Net income: $28.24 billion (GAAP), with a net margin as high as 70%
· Gross marg

SK Hynix is a global leading memory semiconductor giant. In recent years, it has successfully seized the opportunities brought by the AI wave through its first-mover advantage in the high-bandwidth memory (HBM) field, achieving a leap in market capitalization and now transitioning from a traditional “memory supplier” to an “AI system designer.”
· Key milestone: The company’s predecessor, Hyundai Electronics, was founded in 1983 and once came close to bankruptcy during the Asian financial crisis. It was not until South Korea’s SK Group acquired it in 2012 that it joined forces with AMD the foll

Okay, here is the latest market data for these three stocks as of the close on Friday, September 4, 2026:
🟢 NVIDIA (NVDA)
· Closing price: $230.36
· Daily change: +0.84% (↑$1.91)
· After-hours/overnight trading: $229.56 (-0.32%)
· Day's range: $229.63 - $234.76
· Market cap: approximately $5.55 trillion
· 52-week range: $164.27 - $236.54
· Price-to-earnings ratio (P/E): 29.12
🟢 Dell (DELL)
· Closing price: $524.14
· Daily change: +1.50% (↑$7.75)
· After-hours/overnight trading: $528.92 (+0.91%)
· Day's range: $510.15 - $534.99
· Market cap: approximately $333.66 billion
· Price-to-earnings r

Got it. Here is the closing performance of these three stocks on September 3, 2026 (Wednesday):
· NVIDIA (NVDA): $228.45, up 1.80%. Trading volume was $34.391 billion, ranking first among US stocks.
· Dell Technologies (DELL): $516.39, surging 4.91%. It hit an all-time intraday high of $530.78.
· Micron Technology (MU): $958.16, edging up 0.22%.
The AI computing power chain collectively surged that day, while the Nasdaq rose 1.40%. Dell led the gains after sharply raising its full-year revenue forecast, and NVIDIA also rose on the boost.
Valuation comparison (as of August):
· NVIDIA (NVDA): Ma

Got it. Here is the closing performance of these three stocks on September 3, 2026 (Thursday):
· NVDA (NVIDIA): Closed at $228.45, up 1.80%. The intraday high was $230.40, with a trading volume of approximately 135 million shares and a market capitalization of approximately $5.51 trillion.
· DELL (Dell): Closed at $516.39, up 4.91%, with the stock reaching an all-time high. Driven by earnings that significantly exceeded expectations, the intraday high was $530.78, with a trading volume of approximately 20.33 million shares.
· MU (Micron): Closed at $958.16, up slightly by 0.22%. The intraday h

On Wednesday (September 2), U.S. AI stocks rose across the board. The specific performance of the three stocks you follow is as follows:
📈 NVIDIA (NVDA)
· Closing price: $224.41
· Daily change: +3.21% (up $6.97)
· Market cap: approximately $5.46 trillion
· P/E (TTM): approximately 27.49x
🚀 Dell Technologies (DELL)
· Closing price: $492.00
· Daily change: +15.76% (up $67.00)
· Market cap: approximately $318.031 billion
· P/E (TTM): approximately 24.72x
· Reason for the surge: Earnings beat expectations, with both second-quarter profit and revenue exceeding expectations, while the company also

On Wednesday (September 2), U.S. AI stocks broadly strengthened. The specific performance of the three stocks you follow is as follows:
📈 NVIDIA (NVDA)
· Closing price: $224.41
· Daily change: +3.21% (up $6.97)
· Market cap: approximately $5.46 trillion
· P/E ratio (TTM): approximately 27.49x
🚀 Dell Technologies (DELL)
· Closing price: $492.00
· Daily change: +15.76% (up $67.00)
· Market cap: approximately $318.031 billion
· P/E ratio (TTM): approximately 24.72x
· Reason for the surge: Earnings exceeded expectations, with both second-quarter profit and revenue beating forecasts, while the co

On Wednesday (September 2), U.S. AI-related stocks surged across the board. Here are the specific performances of the three stocks you follow:
📈 NVIDIA (NVDA)
· Closing price: $224.41
· Daily change: +3.21% (up $6.97)
· Market cap: approximately $5.46 trillion
· P/E (TTM): approximately 27.49x
🚀 Dell Technologies (DELL)
· Closing price: $492.00
· Daily change: +15.76% (up $67.00)
· Market cap: approximately $318.031 billion
· P/E (TTM): approximately 24.72x
· Reason for the surge: Earnings exceeded expectations, with both second-quarter profit and revenue surpassing forecasts, while the comp

As of late August 2026, Amazon (AMZN) is at a critical juncture: after hitting an all-time high of $287.2 in early August, its stock has continued to retreat and fallen below $260. However, this pullback has not weakened Wall Street's long-term confidence—the market is redefining Amazon, no longer viewing it as merely an e-commerce giant, but as an AI-driven global infrastructure platform.
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🚀 Core engine: AWS's “trillion-dollar revenue” narrative
AWS's second-quarter revenue was $42.2 billion, up 37% year over year, marking its fastest growth in 18 quarters; operating profit was $16.6 bill

As of late August 2026, Amazon (AMZN) is at a critical juncture: after hitting a historic high of $287.2 in early August, its stock price has continued to pull back, falling below $260. However, this round of correction has not diminished Wall Street's long-term confidence— the market is redefining Amazon, no longer viewing it as just an e-commerce giant, but as a globally integrated infrastructure platform driven by AI.
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🚀 Core Engine: AWS's "Trillion Revenue" Narrative
AWS reported second-quarter revenue of $42.2 billion, a 37% year-over-year increase, marking the fastest growth in 18 qu

As of late August 2026, Amazon (AMZN) is at a critical juncture: after its share price hit an all-time high of $287.2 in early August, it has continued to pull back and has fallen below $260. But this pullback has not weakened Wall Street's long-term confidence—the market is redefining Amazon, no longer viewing it as merely an e-commerce giant, but as an AI-powered global infrastructure platform.
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🚀 Core engine: AWS's “trillion-dollar revenue” narrative
AWS reported second-quarter revenue of $42.2 billion, up 37% year over year, marking its fastest growth in 18 quarters; operating profit w

As of late August 2026, Amazon (AMZN) is at a critical juncture: after hitting an all-time high of $287.2 in early August, the stock has continued to pull back and has fallen below $260. But this pullback has not weakened Wall Street’s long-term confidence—the market is redefining Amazon, no longer viewing it as an e-commerce giant, but as an AI-driven global infrastructure platform.
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🚀 Core engine: AWS’s “trillion-dollar revenue” narrative
AWS generated $42.2 billion in second-quarter revenue, up 37% year over year, marking its fastest growth in 18 quarters; operating profit was $16.6 bil

As of late August 2026, Amazon (AMZN) is at a critical juncture: After hitting an all-time high of $287.2 in early August, its share price has continued to pull back, falling below $260. But this pullback has not weakened Wall Street's long-term confidence—the market is redefining Amazon, no longer viewing it as an e-commerce giant, but as an AI-driven global infrastructure platform.
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🚀 Core engine: AWS's “trillion-dollar revenue” narrative
AWS's second-quarter revenue was $42.2 billion, up 37% year over year, marking its fastest growth in 18 quarters; operating profit was $16.6 billion (+

As of August 27, 2026, PEPE is at a critical crossroads following an epic short-squeeze rebound: it surged more than 65% at one point over the past week, but short-term overbought and momentum exhaustion signals have now fully emerged.
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📊 Current Status: High-Level Consolidation After a Violent Rebound
PEPE started from a low of **$0.000002585** in mid-August and reached a local high of **$0.00000411** on August 24, gaining as much as 57%-68% in a single week. As of August 27, the price had fallen back to around $0.0000038 and was fluctuating near the highs as the market digested the move.