Good morning, traders. Happy Monday, November 18th. You will not make it through the day without news about the animal spirits moving the market today.
My name is Kevin Travers, and the S&P 500 climbed on Monday, but key stocks were pulling down the Dow.
$Super Micro Computer (SMCI.US)$ was the highest climbing stock on the S&P 500, up 11% after a rumor Friday that the firm might file a plan to file their still dela...

$Super Micro Computer (SMCI.US)$ Earnings call live broadcast is coming soon! Based on the recent market performance of SMCI, I have made predictions for 3 scenarios:
Best case scenario forecast
Probability:30%
In the best case scenario, SMCI can successfully turn the situation around through the following actions:
1. Quickly find and cooperate with a new audit firm, and rebuild market confidence through improved financial transparency.
2. Strengthen governance structure to ensure the independence and compliance of the management team and the board of directors, and improve internal controls.
3. Maintain technological innovation in AI servers and liquid cooling technology, seize current market demands, and continue to expand market share.
As these measures depend on the company's internal efforts, cooperation from external audit firms, and the stability of market demand, the probability is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantages in the fields of AI and high-performance servers may still provide the company with a turnaround opportunity.
Worst-case scenario prediction
Probability:50%
In the worst-case scenario, the risks faced by SMCI are as follows:
1. Failure to effectively rectify financial and governance issues, leading to further escalation of audit issues, which may trigger in-depth investigations by regulatory institutions and more severe financial scrutiny.
2. Loss of customer and investor confidence, which may result in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline has led to financing difficulties, affecting future business expansion and technology...

$Lumen Technologies (LUMN.US)$
Continue to hold…
Rule 1: Never sell if a stock breaks its all-time high ( Lumen’s 52wk high : $7.83) and fundamentas are still intact
Rule 2: Never catch a falling knife ( If fundamentals haven’t improved)

$Super Micro Computer (SMCI.US)$ I advise you to only gamble with money you can afford to lose, don't buy more thinking you will make it back, if you lose then just accept it and don't dwell on it too much. You can earn it back, if you can escape, then escape. If you escape, don't come back as if it's a failed investment. There is a group of idiots who will call for buying more and more, be cautious, only use money you can afford to lose. This is already speculation, not an investment, and it is a very foolish speculation. Because yesterday, the hot stocks in the red sea that you bought casually have already risen by 2%, while SMCI continues to decline. In a few more days, history may repeat itself, this stock is not to be touched.

$Tesla (TSLA.US)$ Will the market open lower or higher today? 🥹

$Tesla (TSLA.US)$ Believe in Musk, 280 tonight