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ai-enterprise-systems-data-software theme · 9 dossiers
Dossiers in the ai-enterprise-systems-data-software theme cluster — 9 names moving on shared catalysts.
All dossiersSNOW
freshSnowflake Inc.
New entry, not held. Rules 1 (momentum top 0.1%), 2 (+60pp vs SPX), 5 (RSI 71.5 healthy) and orthogonal 10 (theme ACCELERATING, news z=18.88) fire on a narrative accelerating on FUNDAMENTALS: Q1 FY27 product rev $1.33B +34% (re-accel from…
CSCO
Cisco Systems, Inc.
AI-enterprise cleanest structure: 6 rules incl rule 3 within-10%-of-high, RSI 56 healthy, $9B AI order book; Cisco Live 6/8-12 soft catalyst prefer $118-120 retest over a $128 chase.
CDW
freshCDW Corporation
DELL
freshDell Technologies Inc.
AI-enterprise ACCELERATING but own parabola cracked ~20% off the $475 ATH, sliced the low-$400s base; wait for a higher-low re-base, SNOW is our cluster expression.
HPE
freshHewlett Packard Enterprise Company
AI-server ACCELERATING theme but own setup failed +25% record blowoff round-tripped to ~$49 gap-fill, catalyst spent to ~Sept.
MDB
MongoDB, Inc.
AI-database ACCEL, Atlas re-accel +29%, but the +18.5% gap round-tripped to $350, only ~3% above the $340 failed-breakout line. Narrative accelerating, structure cracking; SNOW cleaner.
NSIT
freshInsight Enterprises, Inc.
AI-enterprise tag is derivative (VAR, hardware GP guided flat), +1% sales, death-cross intact while +35% above MAs above $103 PT value-trap geometry.
NTAP
freshNetApp, Inc.
AI-storage sympathy-laggard to DELL, +22% gap to ATH then catalyst spent, FY27 guide only +8%, RSI high-70s cleaner leaders lead.
SMCI
Super Micro Computer, Inc.
AI-server faded leg into retail saturation (leveraged ETF) + risk-off; Mizuho PT $44 — below spot, scandal-beta stand aside until a $50 — reclaim.