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

$SpaceX(SPCX.US)$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

BofA: AI Compute

$Vertiv(VRT.US)

Vertiv: The “Utility” Behind AI Data Centres

Vertiv $Vertiv(VRT.US) is increasingly becoming a mission-critical picks-and-shovels play on AI. Q2 2026 revenue rose 24% to US$3.27bn, adjusted EPS surged 60% to US$1.52, while FY2026 guidance implies 31% organic growth and US$6.65–6.75 adjusted EPS. (Vertiv Investors⁠)

Hyperscalers increasingly treat power distribution, UPS and liquid cooling as essential infrastructure—not optional equipment. Vertiv’s liquid-cooling leadership and Nvidia relationships give it a strong position as rack densities rise. It competes closely with Schneider Electric and Eaton, while also facing SMCI and specialised cooling players. Vertiv leads in data-centre HVAC and ranks among the leaders in liquid cooling. (Global Market Insights Inc.⁠)

The concern is valuation. Simply Wall St’s April model estimated fair value around US$260, versus US$307, with VRT trading at a substantial premium to industry and peer P/E multiples. (Simply Wall St⁠)

Technically, momentum has weakened: MACD turned negative and RSI approached the high-30s/40s, while price fell below key moving averages after July’s earnings sell-off. (Investing.com India⁠)

Options: short term, favour cash-secured puts below US$250–270 rather than chasing calls. Longer term, covered calls around US$320–350 can monetise volatility while retaining upside. The thesis remains bullish, but valuation demands disciplined entries.

Not financial advice.

The CPI index went down but it might be temporal. China market also down might mean continue deflation in China and push prices of things down, keeping cpi down

US July PPI rose 4.7% year-over-year, falling below market expectations and slowing from June's 5.5%, while Core PPI declined to 4.2%. Combined with softening CPI data, the reports indicate cooling production-side and consumer inflationary pressures, largely driven by dropping energy and food prices. This lower than expected inflation data relieved market concerns regarding reaccelerating inflation and reduced near term Fed rate hike pressures.

2 of my high beta stocks surged massively - Nebius and SMCI. The latter delivered a mixed earnings, yet the insane AL guidance had Wall Street excited once more and the stock shot up 20% in 1 trading day. Nebius on the other hand, also surged 30%, dismissing those in favour of Burry's short position.

$Super Micro Computer(SMCI.US)Super Micro Computer reported its fiscal fourth-quarter results after the market closed on Tuesday. Revenue of $11.1 billion came in below the $11.55 billion analysts polled by LSEG were expecting. But the stock rose anyway, gaining about 20%. The reason is the outlook. For fiscal 2027, management guided revenue to a range of $65 billion to $72 billion. Analysts were modeling about $52.5 billion, according to LSEG. In other words, the artificial intelligence server maker just guided $16 billion above what Wall Street had penciled in, measured at the midpoint of the range. The quarter itself was hardly weak. Revenue rose 93% year over year, from $5.8 billion in the year-ago quarter, and was up from $10.2 billion in fiscal Q3.

The quarter's standout figure, however, was gross margin. Supermicro posted a 17.5% gross margin, up from 9.9% in fiscal Q3 and 9.5% in the year-ago period. That's above even the preliminary 15% to 17% range the company flagged in its July 21 business update. For context, management originally guided the quarter to a gross margin of just 8.2% to 8.4%. All in all, it has been nothing short of an impressive quarter for SMCI. @Captain's Treasure

The CPI came in as expected and some say milder. So that is a good thing for inflation I guess. The markets had a good lift out of it.

Hahaha My local semiconductor-related stocks are up again. The AI infrastructure story is real but the market is made up of investors who vacillate and those out for quick profits. Long term investors should do thorough research so that they can have the conviction.

AI related stocks having a good time with their earnings and stock prices. Unstoppable currently. But still a downside risk given how volatile they are and whether Fed will hike rate or not..

Strong earnings from Coreweave, SMCI and Nebius prove that real AI infrastructure demand remains robust. However, Chinese tech sentiment is lagging due to heavy capex squeezing cash flow. US hardware plays continue to offer the clearest near-term momentum, though rising yields warrant selective positioning.

sg banks stocks are having a little pullback, but nothing major yet. little is going on with the war in the middle east, yet oil prices are moving around from baseless sentiments.

Well inflation turns out benign after all and puts less pressure on the Fed to hike. Honestly don’t care much about the yields and don’t think the US will sacrifice the stock market for that. If need to, they will do yield curve control. IMHO, they are going to devalue the dollar.

Seen to me that the renewed appetite for the US AI trade canibalises the SG stocks that are roped for picking, e.g. the banks stocks.

The market has been hesitant to break 8000 while it has shown signs of weakness and dipping to pullback mode. Expect big moves soon so take caution when investing. DCA if you really like to get into the stocks long term(5-10 years). Do not go all in when the market is uncertain yet greedy.

$Super Micro Computer(SMCI.US) Super Micro Computer's stock climbed around 9% in premarket trading. Shares of Super Micro Computer rose after the server manufacturer's fourth-quarter results beat analysts' forecasts. SMCI said it expects revenue in its fiscal first quarter to reach between $14.5 billion and $15.5 billion, surpassing mid-point consensus of $11.8 billion. It comes as the group sees its server solutions optimized for artificial intelligence fuelling future revenue as the build-out of data centers accelerates. "Super Micro continues to be one of the leading players in the AI server market with next-generation GPUs and broader technical capabilities encompassing areas like liquid cooling, now spanning up to modular AI infrastructure via DCBBS [data center building block solutions]," analysts led by Joseph Cardoso, wrote in a note on Wednesday. However, while demand remains strong, we continue to see variability tied to customer timing, mix sensitivity, working capital intensity and customer concentration. @Captain's Treasure

Alphabet’s shares lower and hope @TheRaccoonAnalysis is right though it is right also for @NewUser_ThinkSwim to mention to trade systematically. Coreweave’s revenue doubled. But good to know the net profit. Though hours later, its shares surged 8 to 14%. There are shares rose for Super Micro Computer, Lumentum, Intel, KKR, Apollo Global, Nvidia, Straits Times, DBS, and OCBC Bank. Good for SGX net profit rose 24.6%.

China company shares reported lesser. Hope they can pull through.

Memory Stanley: Memory

$Super Micro Computer(SMCI.US) 2027 guidance was actually unholy: $65-$72 billion FY 2027 revenue guidance...

I think STI will continue its rally with bank displaying an increasing amount of income coming from wealth management as wealth come into SG from unstable geopolitical landscape. On a technical POV, price did breakout of a 17 year range so I expect price to head up higher, people forget there are ‘dead decades’ in the S&P as well