Pre-market outlook.
$Super Micro Computer (SMCI.US)$ Yesterday the US stock market plummeted. As a hot stock, smci is also gaining popularity every day. Nvidia's financial report boosted the confidence of everyone in the US stock market, except for those on Wall Street who want to both long and short. Don't forget the analysis from Morgan Stanley and Goldman Sachs, predicting that the S&P will exceed 6500 points next year. Nvidia mentioned smci in the conference call, believing that despite financial challenges, this supplier can solve problems. Smci holds an important position with Nvidia regarding the strategy for this stock. My current plan is, as long as it drops by more than 8% before reaching 30, I will boldly continue to add to my position, not selling a single share, letting it fall as it may, because this is value investing. Some people previously claimed that Blackwell did not receive goods from Nvidia, but the rumors from the short sellers are baseless. If next year they successfully submit the 10k 10q, I expect a recovery to around 80 by the third quarter, and institutions have undoubtedly positioned themselves ahead of time. So hold onto the current low-price chips. This is crucial, do not lose heart due to temporary setbacks. Stay steadfast and hold.
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72306850 : Great, thank you