FlowSleuth
14 posts

FlowSleuth
@flowsleuth
Following the big money footprints and hunting options flow. 🕵️♂️📈 Disclaimer: Anything posted here is not financial advice. Always do your own research.
Katılım Mayıs 2026
51 Takip Edilen27 Takipçiler
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This morning's news is sending a pretty clear message:
AI infrastructure is still accelerating. Enterprise software is back. Security remains strong. Retail is becoming selective.
* Cheat sheet at the bottom, bookmark to shave, share for the love of it!
1. AI Infrastructure remains the strongest trend
You've got repeat upgrades across multiple firms on the same names.
That's:
-> institutional accumulation
->earnings estimate revisions
->analysts chasing reality
$DELL - The biggest winner this morning.
Price target raises:
Barclays: $550 from $168
Wells Fargo: $505 from $270
Citi: $475 from $290
UBS: $440 from $243
Those are massive revisions.
This is the market repricing Dell as an AI infrastructure company, not a traditional PC company.

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