Super Micro Computer Inc Pref Shares SMCIP 7.0 06/01/2029

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Supermicro Launches H15 Servers With 6th Gen AMD EPYC CPUs - $Super Micro Computer(SMCI.US) $AMD(AMD.US)

$Super Micro Computer(SMCI.US) | Mizuho 𝐜𝐮𝐭𝐬 𝐏𝐓 on 𝐒𝐮𝐩𝐞𝐫 𝐌𝐢𝐜𝐫𝐨 𝐂𝐨𝐦𝐩𝐮𝐭𝐞𝐫 to $𝟑𝟒 from $𝟒𝟒, maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥

Oh my god. Yen is so weak now. USD/JPY trading at 163.35 and SGD/JPY at 1.29 🫣. It time to go Japan 😂 or “short” Usdjpy pair 😛.

Sport gold fell nearly 30% from its January record high and has since bounced back slightly. It may be a good time to look at it now. Gold is another alternative investment for long term investors.

Anyway, I expect ECB to remain rate unchanged. Higher interest rates hurt their economy. Unless the inflation is out of control.

Good news to see earning increase for the companies. However, the job loss claim is not stated. Isn’t it better for the economies to provide jobs?

Capex spending increases and hope it can enable them to earn more.

Increased capex is good actually for AI infrastructure stocks so you have to look at where the money is flowing. Big tech needs to invest to stay relevant.

In all honesty, at this moment of time, you have to look at the beneficiaries of the AI buildout not the hyperscalers. The hyperscalers are cash machines building for the future so they are using their cash flows to invest.

Oil prices remain high for a long period, how much is the impact on the world economy? are we going to pay the bill where the TACO created the problem?

With oil prices likely to go up and remain high for longer, there may be upside for alternatives like sustainable fuel and green energy.

SMCI continues to impress during earnings season, but the stock hasn't had it easy for years. Every time a great news came about, it was quickly followed by a negative sentiment, be it from the smuggling of Nvidia chips or accounting problem. Yet I believe in its potential to exploit more opportunities collaborating with top companies, as long as the business remain transparent and ethical.

$Super Micro Computer(SMCI.US) Smci jumped higher, fueled by a robust update that it expects to nearly double its gross margins in upcoming quarters. The company highlighted a staggering new order intake of more than $60 billion in the fourth quarter of fiscal 2026, pushing its backlog to an all-time high. Such volume underscores strong demand for Supermicro's customized server solutions amid the ongoing AI hardware surge. Smci's servers integrate chips from industry heavyweights like Nvidia, Intel, and AMD. The company recently teased big projects, including a new gigawatt-scale AI data center for SpaceX and XAI, highlighting its role in powering next-generation AI infrastructure. I believe this is currently one of the better stocks for swing trading if you are patient enough. @Captain's Treasure

Supermicro $Super Micro Computer(SMCI.US) is emerging as one of the biggest beneficiaries of the AI infrastructure boom. A record US$60+ billion order backlog, recovering margins, and a strategic collaboration with SpaceX to build next-generation AI data centres could strengthen long-term revenue visibility. While near-term volatility may persist, improving fundamentals and renewed technical momentum make SMCI a stock worth watching for both investors and options traders. As always, conduct your own research before making any investment decisions.

It is difficult to tell if this recovery in chip stocks is a dead cat bounce. My gut feeling says no as the AI infrasture demand is real but the market is moved by smart money and what we can do is size our positions according to our risk appetite and set stop losses.

memory stocks still got room to up as previous week drop.

just try buy on dip or hold it if already brought.

$Super Micro Computer(SMCI.US)

Source: amit

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Super Micro Computer(SMCI.US) Supermicro Expands Rear Door Heat Exchanger Portfolio for AI Data Centers

$Super Micro Computer(SMCI.US) Super Micro Computer stock has fallen approximately 5% year-to-date and 44% over the past year due to concerns regarding shareholder dilution and regulatory issues, including a raid related to alleged smuggling of AI chips. Citi analyst Asiya Merchant raised her price target for SMCI stock to $33, citing long-term demand for AI infrastructure, but expressed caution due to margin pressures and regulatory challenges. Wall Street maintains a Hold consensus rating on SMCI, with an average price target of $37.91, suggesting a 37% upside potential despite concerns about customer concentration and volatility. In my opinion, anything within the $20 to $30 range is a Buy for long term. @Captain's Treasure

$Super Micro Computer(SMCI.US) | Citi maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥 on 𝐒𝐮𝐩𝐞𝐫 𝐌𝐢𝐜𝐫𝐨 𝐂𝐨𝐦𝐩𝐮𝐭𝐞𝐫, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟑 𝐟𝐫𝐨𝐦 $𝟑𝟏

$Super Micro Computer(SMCI.US) Super Micro Computer Inc shares dropped due to Taiwanese prosecutors detaining two employees linked to an Nvidia chip-smuggling investigation. The investigation involves alleged document falsification related to shipments of Nvidia-powered servers to China, raising concerns about compliance and supply chain integrity. With increased regulatory scrutiny, Super Micro's financial health and stock performance face significant risks, and its shares remain well below key moving averages. The stock continues to drop drastically even though the company pledges to commit to better clarity amidst loss of investors' confidence over the company's operations. @Bridge Buzz SG