Super Micro Computer(SMCI.US)

【Week 3 – My Portfolio Health Check, Good swing trade on SMCI】

Bought the dip in SMCI back when the news of the co founder allegedly smuggling Nvidia chips to China first broke out. Held through even l...

The US market is crazily bullish for tech stocks. The danger for those who have yet to enter is if they will be entering at a high point.

Up, up and away says the market. But I am happy staying defensive coz I prefer buying at a discount. Not certain if there will be a sale but its always good safety first!

It has been an awesome rally for tech supported by strong results and outlook. I still remain defensive despite the rally which I expected somewhat and hence decision to add on some AI names despite m...

I expect the US market to open and close relatively flat tonight ahead of tomorrow Non Farm Payroll (NFP) results. Investors likely to take a cautious pause.

As for OCBC’s quarterly earnings tomorrow, ...

My bet: Supermicro is the high-beta way to play the AI server cycle. They build the racks, they sell direct to hyperscalers, they take a fixed margin on every NVDA/AMD GPU shipped through their system...

【Week 3 – SMCI Position Health Check】

My position in Super Micro Computer is relatively small. After the latest earnings, the stock actually surged, showing that demand for AI servers is still very str...

$Super Micro Computer(SMCI.US)this quarter basically confirmed that both sides of the story are true at the same time.

On earnings, demand was clearly there — AI server growth strong, backlog solid, ve...

$Super Micro Computer(SMCI.US) Crushed EPS 🔥