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Defiance Daily Target 2X Long SMCI ETF

SMCX

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  • N
    NewUser_zS0M8w Nebius Return RateMicrosoftSep 1 at 03:36 PM

    $Super Micro Computer(SMCI.US)

    Context: In an effort to stand out from the crowd and get AI hardware in the hands of data centers, Cisco Systemsย is expanding its Secure AI Factory with Nvidiaย by including a partnership with Super Micro Computer. Theย Cisco AI Factory with Nvidiaย is a full-stack infrastructure system that helps companies build, deploy, and secure AI workloads. It combines AI infrastructure with full-stack security and is built to deliver faster agentic and physical AI applications. Cisco says with its partnership with Supermicro, customers will be able to deploy rack-to-fabric liquid cooling that features Ciscoโ€™s liquid-cooled AI networking systems alongside Supermicroโ€™s liquid-cooled servers. Cisco expects to offer the solution in October.

    My Trade: Still holding out in hopes for my rather ambitious profit target. Though it looks unlikely at least for now.

    Takeaway: SMCI still has rooms for growth, and growing partnerships with companies outside of their main sector could diversify their revenue sources as well. @Captain's Treasure

    ๅ›พ็‰‡ 1๏ผŒๅ…ฑ 1 ๅผ 
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  • C
    Captain's WatchAug 31 at 01:17 PM

    AVGO Earnings to Test After Nvidia's Beat.Here Are Weekly Plays๏ผ

    For eventโ€‘driven moves such as earnings, options market makers typically price volatility at roughly ยฑ2 standard deviations.ย Knowing a stock's typical volatility and its earningsโ€‘day behavior helps po...

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    LONGBRIDGE Earnings to WatchยทUS Aug 31 - Sep 4๏ผŒ2026ยทImplied moves from nearest-e
  • ๆ—ง
    ๆ—ง่ฏ†ๅ…ˆ็”ŸAug 31 at 02:56 AM

    ๐Ÿ“Š Weekly Market Recap: Interest Rates Repriced, AI Enters the "Show Me" Phase

    The core logic of the market this week continues to revolve around the Fed, the yield curve on US Treasuries, gold, crypto assets, and AI infrastructure. 1. The Fed: The focus isn't hawkish vs. dovish, but expectation management. I believe this speech is more about resetting market expectations. Short-end rates reflect future policy expectations, while 10-, 20-, and 30-year Treasury yields better capture the market's view on long-term inflation, fiscal health, and confidence in USD assets. Therefore, a rise in short-end rates doesn't necessarily signal a loss of control; what truly matters is whether the long end can hold steady. If it's just a short-end adjustment...

    My Portfolio Health Check
  • C
    Captain's WatchAug 28 at 12:17 AM

    Nvidia Earnings: From Chips to AI Factories, Market Lags Jensen Huang's Ascent.

    ๐ŸŽNvidia Earnings Week โ€“ Trade & Win!๏ผˆSGD Cashใ€Task coins...) โœจโœจ$NVIDIA(NVDA.US)is now a full-stack AI infrastructure platform: chips โ†’ systems โ†’ networks โ†’ CUDA โ†’ AI factories, plus upstream co-invest...

    nVIDIA 8 NVIDIA FY27Q2 Earnings Quick Read 2 B30 nVIDIA Revenue reached I$96.2B๏ผŒ
    Exhibit 3๏ผšNVDA-Old vs.New Estimates (Calendar Year) 2026E 2027E 2028E Financials
    NVIDIA DATA CENTER REVENUE HYPERSCALE |I FY27 Q2 ACIE FY27 Q2 HYPERSCALE VS. AI
    Narrow Physical Interface Larger Compute Die Area Wider Standard Interface Less
    Trump Calls Huang Live, But NVDA Falls Anyway
  • H
    Hardik ShahAug 25 at 12:06 PM

    ๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Cisco Expands Secure AI Factory With Nvidia for the Rack-Scale Era, to Offer Supermicro Compute Solutions With Nvidia in October 2026 - $Super Micro Computer(SMCI.US) $Cisco(CSCO.US) $NVIDIA(NVDA.US)

  • B
    Boss's BossAug 25 at 05:28 AM

    $XL2CSOPHYNIX(07709.HK) Queuing for fill, pretty good. Ups and downs, the money for meals is very stable.

    ๏ผš๏ผšS200 38.680 38.188 B S200 ร— 37.680 B B 36.900 S 36.349 35.572 34.264 B 32.956
  • N
    NewUser_zS0M8w Nebius Return RateMicrosoftAug 20 at 01:55 PM

    $Super Micro Computer(SMCI.US) SMCI today announced the completion of the internal investigation led by the Companyโ€™s independent members of the Board of Directors regarding the March 2026 indictment of three individuals who were associated with the Company at that time. SMC was informed on March 19, 2026 that two employees and a contractor were indicted in connection with an alleged conspiracy to commit export-control violations. SMCI was not named as a defendant in the indictment and is not accused of any wrongdoing. The Company took swift action, and the three individuals no longer have any relationship with them. The investigation team reviewed the customer transactions that were the subject of the federal indictment, as well as transactions with a selection of other customers who bought restricted products, and did not find any evidence that any current member of senior management had knowledge of the alleged diversion scheme or of any actual diversion of restricted products by the Company. Nor did the investigation find that the Company directly sold export-controlled products to known restricted parties or locations. It also did not find any evidence that the Companyโ€™s previously issued financial statements could not be relied upon based on the potential diversion of restricted products. The Company developed and maintained its export compliance program as its sales of restricted products increased during the period under review. The Companyโ€™s compliance personnel have acted in good faith, with the support of management, to mitigate the risk of the Companyโ€™s products subject to export controls being diverted to restricted parties or locations. That is where buying the dip back when the news first broke out and holding on till the conclusion of investigation worked out perfectly for me. I am looking to sell once it hits my PT of $50. @Captain's Treasure

    $Super Micro Computer.US
    2026.02.17 ~ 2026.08.19 All orders
    Cumulative P/L46.19 (USD)+46%
    2026.02.172026.08.19
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  • H
    Hardik ShahAug 20 at 01:16 PM

    ๐Ÿ“ข ๐—๐—จ๐—ฆ๐—ง ๐—œ๐—ก: $Super Micro Computer(SMCI.US) Supermicro Completes Internal Probe Into Employee Export-Control Indictment

    ๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:

    โžค ๐—ฆ๐˜‚๐—ฝ๐—ฒ๐—ฟ๐—บ๐—ถ๐—ฐ๐—ฟ๐—ผ completes independent investigation into alleged export-control violations.

    โžค Federal indictment involved ๐˜๐˜„๐—ผ ๐—ฒ๐—บ๐—ฝ๐—น๐—ผ๐˜†๐—ฒ๐—ฒ๐˜€ and one contractor.

    โžค ๐—ฆ๐˜‚๐—ฝ๐—ฒ๐—ฟ๐—บ๐—ถ๐—ฐ๐—ฟ๐—ผ was not charged or accused of wrongdoing.

    โžค All ๐˜๐—ต๐—ฟ๐—ฒ๐—ฒ ๐—ถ๐—ป๐—ฑ๐—ถ๐˜ƒ๐—ถ๐—ฑ๐˜‚๐—ฎ๐—น๐˜€ no longer have company relationships.

    โžค Probe found no current ๐˜€๐—ฒ๐—ป๐—ถ๐—ผ๐—ฟ ๐—บ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜ knowledge of alleged diversion.

    โžค No direct sales to known ๐—ฟ๐—ฒ๐˜€๐˜๐—ฟ๐—ถ๐—ฐ๐˜๐—ฒ๐—ฑ ๐—ฝ๐—ฎ๐—ฟ๐˜๐—ถ๐—ฒ๐˜€ were identified.

    โžค Investigation found no related unreliability in previously issued ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐˜€๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€.

    โžค Supermicro terminated employees who violated ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐˜† ๐—ฝ๐—ผ๐—น๐—ถ๐—ฐ๐—ถ๐—ฒ๐˜€ or conduct standards.

    โžค Board adopted all recommended enhancements to ๐—ฒ๐˜…๐—ฝ๐—ผ๐—ฟ๐˜ ๐—ฐ๐—ผ๐—บ๐—ฝ๐—น๐—ถ๐—ฎ๐—ป๐—ฐ๐—ฒ controls.

    โžค Company continues cooperating with relevant ๐—ด๐—ผ๐˜ƒ๐—ฒ๐—ฟ๐—ป๐—บ๐—ฒ๐—ป๐˜ ๐—ฎ๐˜‚๐˜๐—ต๐—ผ๐—ฟ๐—ถ๐˜๐—ถ๐—ฒ๐˜€.

    ๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€:

    โžค Findings reduce concerns about broader ๐—บ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜ involvement in alleged violations.

    โžค Financial-statement finding may ease concerns over potential ๐—ฎ๐—ฐ๐—ฐ๐—ผ๐˜‚๐—ป๐˜๐—ถ๐—ป๐—ด implications.

    โžค Stronger compliance controls could reduce future ๐—ฒ๐˜…๐—ฝ๐—ผ๐—ฟ๐˜-๐—ฐ๐—ผ๐—ป๐˜๐—ฟ๐—ผ๐—น risks.

    โžค Ongoing government investigations remain an important ๐—ฟ๐—ฒ๐—ด๐˜‚๐—น๐—ฎ๐˜๐—ผ๐—ฟ๐˜† consideration for investors.

    ๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜:

    ๐—ฆ๐—ฐ๐—ผ๐˜๐˜ ๐—”๐—ป๐—ด๐—ฒ๐—น, Lead Independent Director:

    "The independent directors support the actions the Company has already taken to bolster its internal policies and procedures, as well as the additional enhancements that will be implemented."

  • M
    mayurSMCI Return RateAug 15 at 06:02 PM

    $SpaceX(SPCX.US)$Super Micro Computer(SMCI.US)both are future stocks, good to invest now and forget to get 100x in short time Longbridge is very good platform to use

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  • E
    Equity researchAug 14 at 02:07 PM

    BofA: AI Compute

    > Total Market Size: The total Data Center Systems TAM is projected to reach $2.2Tn in 2030E.

    > AI vs. Non-AI Split:

    AI Data Center Systems TAM accounts for the vast majority at $1.8Tn.

    Non-AI DC Systems TAM accounts for $384bn (with Trad'l Cloud CPU representing ~$30bn of that value).

    > AI Servers & Infrastructure Breakdown: Within the $1.8Tn AI Data Center TAM, AI Servers make up $1.4Tn, alongside $310bn for AI Networking and $85bn for Storage.

    > AI Server Component Breakdown ($1.4Tn Total):

    AI Accelerators: $1.1Tn

    HBM (High-Bandwidth Memory): $277bn

    AI CPUs: $180bn total value, which splits roughly 50/50 between AI Cluster Compute/Head Nodes ($90bn) and AI Agentic Standalone Nodes ($90bn).

    Other: $53bn

    $NVIDIA(NVDA.US) $AMD(AMD.US) $Alphabet - C(GOOG.US) $Amazon(AMZN.US) $Meta Platforms(META.US) $Dell Tech(DELL.US) $Super Micro Computer(SMCI.US)

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