$Kratos Defense & Security Solutions (KTOS.US)$ market is reacting to what Trump said about cutting defence budget by half. But didn't understand what exactly Trump is trying to achieve.
He wants to expand the AI Military, Robot Military and AI defence. Cutting the conventional military budgets by negotiating with Russia and China.
The cut incl nuke, expensive older fighter jets, older ships, outdated military hardware, etc. But will expand its AI Military through pilot-less unmanned figther jet...

$Intel (INTC.US)$ M&A is inevitable for INTC. A matter of timing, not Yes or No. Great opportunity window to buy & take profits in short term.

$Super Micro Computer (SMCI.US)$ from now moving forward. SMCI is a trending upward stock, based on current Revenues, PE, PB, GM, etc etc. A strong & clean balance sheet.
Also basing on the pent up demand especially when they are ready for pent up capacity production in US, TW & MY. Many hundreds of billions (i. e. US, Malaysia, EU, and many others) have been announced to build DC that required SMCI products & services. A best position that everyone will want to be in.
When top line revenues blo...

$Super Micro Computer (SMCI.US)$ finally, all filing concerns from FY2024 to 1H2025 will all be filed and cleared by 25 Feb.  👍
Current results are within the acceptable range based on curremt share price with a lot of upside potential moving forward. Especially the blown off top line of $40B in 2026 will translate into higher profitability. A very big deal.
Moving forward, expect the share to trade up to about 50 and more soon.

$Super Micro Computer (SMCI.US)$ next resistance level is 49. After cleaning 49, it should head to 64. I am expecting that there will be no downside surprise to its filings, but upside.

$Vertiv Holdings (VRT.US)$ since when Vertiv became an AI company? It's a power system company. You can't put an AI sticker and call it an AI company.

$Super Micro Computer (SMCI.US)$ I expect SMCI to up its 2025 Top Line. And translate down to increase  Bottom Line.

$Super Micro Computer (SMCI.US)$ I am calling for an all cleared outcome after 11 Feb and 25 Feb.

$Kratos Defense & Security Solutions (KTOS.US)$ After the Executive Order announcements of AI & Power Infrastructure, Stargate/Data Centre. The next EO is AI Military after the confirmation of Sec of Defense. AI Drones like KTOS, AI Software for defence, Robotics, etc etc will all be benefited.!!!!!!

$Intel (INTC.US)$ Refering to the announced data center projects in US alone, smci would have double its biz in the next years. Means its current stock price is way under value. Watch another AI Project announcement coming out from Trump on Thur..