环球焦点 • 24小时

People who sold AI Infrastructure stock are being played. $MU $STX $AVGO You will see it next week.

More than 75% chance of a deal between U.S and Iran happening soon next week, stock market will rise . That's my guess. Nov 1st, 2026.

🚨 $DELL INSIDER ALERT Dell largest insiders keep selling into the AI rally, earning Sep 1st. Director sale: Lynn Vojvodich Radakovich sold $886K at $438.21 on Aug. 24 — her 2nd straight monthly sale. Options exercised at $31.14, then sold (10b5-1). • Jul 22: $837K • Aug 24: $886K Silver Lake sales: $1.4B+ of DELL sold in the open market since June. No matching insider buys. What’s left for Silver Lake? ~27 million Class B shares still held — convertible 1-for-1 into regular DELL stock. Large remaining overhang. Who is Silver Lake? The PE firm that helped take Dell private in 2013. Partner Egon Durban sits on Dell’s board. Still a 10%+ insider group. Insider scorecard (12 mo): 0 buyers vs 35 sellers. The original PE backer sold hard — and still has tens of millions of shares left. Watch this one. 📷👀 $DELL #DELL #Insider

The biggest bull signal: management sees ~70% FY2028 revenue growth, far above prior Street expectations (~45%), while NVIDIA remains supply constrained.

Top Insider Alert: $NVDA (past 3 months) Zero true open-market insider buys. Open-market sells: • Mark A. Stevens (Director) — 1.885M sh ≈ $407M • Stephen C. Neal (Director) — 15.5K sh ≈ $3.3M • John Dabiri (Director) — 625 sh ≈ $0.13M (plan) Total discretionary sells: ~1.90M shares / ~$410M Tax withholding, gifts & RSU grants ≠ real buying/selling signal. Verdict: Moderately bearish — almost entirely one director sell.

Top Insider Shot: Cascade Investment, Bill Gates' investment vehicle, has quietly compounded capital at an estimated ~11% annualized return over 20 years under Michael Larson.Its playbook is simple: buy high-quality businesses with durable moats and hold for the long term. One of its latest high-conviction positions is Republic Services ($RSG), a waste management leader with recurring revenue, strong pricing power, and resilient cash flows. When investors with a decades-long winning track record increase exposure, it's worth paying attention. #insider #TopInsider

The interesting part for Bill Gates/Cascade investment is that this isn’t simply a bet on a garbage-collection company. $RSG is using acquisitions to consolidate a fragmented industry and expand into higher-value environmental services. That makes the insider/large-holder buying story more compelling because the growth thesis includes both pricing power + M&A-driven expansion. Expansion List: •M&A is the main expansion engine. RSG invested about $860 million in acquisitions in the first half of 2026, after investing $1.1B in 2025. •The company is targeting tuck-in acquisitions of privately held waste/recycling companies and environmental-services businesses, generally in markets where RSG already has infrastructure. Its strategy is to expand the footprint while capturing synergies quickly. •RSG is also expanding its hazardous-waste business. In June, the FTC cleared its acquisition of TD*X assets in Texas, adding thermal-desorption capabilities to RSG’s existing hazardous-waste operation near Corpus Christi. •There is a second expansion angle beyond traditional garbage collection: recycling, renewable natural gas, sustainability infrastructure and technology. RSG says it has more than 1,000 locations and 13 million customers across North America. •Management raised 2026 guidance after Q2. Revenue is now expected at $17.2B–$17.3B, adjusted EBITDA at $5.525B–$5.55B, and adjusted EPS at roughly $7.23–$7.28.

Chinese TSLA - XiaoMi ChengDu show

$INTC Today Close：$103 Valuation today： Bear case: $50–70 18A works technically but Foundry fails to attract enough customers. Base case: $90–130 Products recover, 18A works, Foundry grows but remains much smaller than TSMC. Bull case: $150–200 18A + 14A succeed, major external customers arrive, margins recover, and Intel becomes a credible second advanced foundry. Extreme bull: $200+ Intel becomes a genuinely important alternative to TSMC while simultaneously regaining significant CPU/server share.