Super Micro Computer

SREITS still has abit more room for share prices to go up. Several SREITS are far below their book Net Asset Value

I fully support Elon Musk’s mission to advance humanity through innovation, technological breakthroughs, and the pursuit of a future beyond our current limitations.

$D-Wave Quantum(QBTS.US)

Context: Quantum computing stocks are moving higher as investors return to beaten-down tech stocks following upbeat AI-related earnings. However, no fresh, company-specific catalyst appears to be driving the gains. Instead, the rebound comes as strong earnings from SpaceX (SPCX) and an upbeat business update from Super Micro Computer (SMCI) help restore some enthusiasm for AI and speculative technology stocks. Quantum computing companies have no direct financial link to those earnings results. Still, the stocks often attract investors looking for exposure to emerging technologies, making them sensitive to shifts in appetite for high-risk growth investments.

My Trade: Decided to enter 2 weeks ago thinking that it is near the bottom. Alas it dipped even further but no worries as I bought this for short term trading, will sell once it hits my profit target.

Takeaway: The rebound also follows a painful stretch for quantum investors. QBTS has lost nearly 55% year-to-date.That leaves plenty of room for a relief rally. Whether the gains last may depend on the broader technology market's next moves, particularly earnings from Meta Platforms (META) and Tesla (TSLA), both scheduled for after close tonight. @Captain's Treasure

Wall Street's bounce reflects technical relief after an oversold chip wash, but Asia’s skepticism is justified given ongoing yield friction and macro uncertainty. Rebuilding high-conviction exposure in core hardware remains favored, yet tactical patience is required until broader regional liquidity stabilizes.

A renewed positive outlook on the global AI trade triggered by the strong earnings forecast and indications of robust AI demand from majors like SpaceX and Super Micro Computers bolstered sentiments in tech sector, lifting cryptocurrency markets alongside. However, I don't think this rise is stable and volatility remains

$Super Micro Computer(SMCI.US)

Context: Shares of SMCI rose sharply in pre-market trading after the company raised its outlook for the first quarter. In a preliminary business update released after the market close on Tuesday, Super Micro said it expects first-quarter revenue to be in the range of $18.5 billion to $19.5 billion, up from prior guidance of $14.5 billion to $15.5 billion. The company attributed the higher revenue expectations to increased demand for AI platforms.

My Trade: Was waiting for the share price to drop back to $28 to buy some more but unfortunately the rebound came in too early. Will continue to hold for now.

Takeaway: The overall shift in hopes and hype has seen AI chips rebound pretty strongly for some, while others are also on the recovery path. People are focused on earnings results for the following few weeks, with FED's decision to come soon as well. @Captain's Treasure

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Supermicro Brings NVIDIA Aerial RAN Computer Solutions to the Network Edge with Nokia to Enable Low-latency AI Services - $NVIDIA(NVDA.US) $Nokia Oyj(NOK.US) $Super Micro Computer(SMCI.US)

SG raised its full year forecast for real gdp growth after another great Q3, with AI and net exports of value added goods & services being the major factor. Comparing this similar statistics to last year, this could indicate that we might see another 15% growth of our economy. However, the exponential growth of AI has ironically led to the automation of middle to high income jobs, causing the job market to tighten. With rising university graduates and higher employer expectations, this could be a worrying concern for the fresh graduates and those not adapting the use of AI in the next few years.

SpaceX delivers just when Tech needs a hero to save them. Much like those shows where the hero shows up and galvanises everybody to go on and win, this might be the moment Tech find its footing and strength!

Happy with the performance but Honestly I will wait and see what happens with investors reactions. Is it still considered overpriced though..