$Super Micro Computer (SMCI.US)$ since some analysts are trying to press on competition leading to squeezing og sales and magins. If you look at SMCI Vs Dell Vs HP. SMCI will be the last among the 3 to be least affected.
We can safely said that the total loaded costs for both Dell & HP are much higher than SMCI. While both have the global branding and other product mix advantage, SMCI main offerings in the AI Server infrastructure are much more competitive. Now SMCI covering big to small enterpr...

$Super Micro Computer (SMCI.US)$ another big order from Apple to smci is in progress. It's only the start...

$Super Micro Computer (SMCI.US)$ the new sys launch of Blackwell Ultra today, and recent launch into new market vertical Enterprise AI using Intel Xeon will definitely bring smci into next playing field. Strengthening its top& bottom lines. Heading the right direction. 👍

$IonQ Inc (IONQ.US)$ IonQ current mkt is a <$10 price. Based on up to 5 years of cash burning needed ahead and the future deliverables claimed. Current price of over $21 is an imagination.

$Super Micro Computer (SMCI.US)$ federal investigation should come to an official end without smci involvement, soon. https://www.channelnewsasia.com/singapore/nvidia-chips-us-390-million-alleged-fraud-3-men-bail-4997556?cid=internal_sharetool_androidphone_13032025_cna

$Super Micro Computer (SMCI.US)$ After the introduction of Edge AI Server. It is heading to 49 or more this week.

$Super Micro Computer (SMCI.US)$ with the introduction of Intel Xeon 6 compact server at the Edge of the networks. It means more future enterprises AI servers sales are expected. It will expand into different vertical markets. So that smci doesn't depend on selling in the Core networks only. This opening up ahead of the competition like Dell. That is why smci FY2026 forecast of $40B is conservative. A very good move!

$Intel (INTC.US)$ U may want to read this. Got to do with Intel, Broadcom & TSMC. It will impact the AI Semicon one or another way in general. I will hold on longer to Intel instead.
Tech: Intel nears end as TSMC and Broadcom ready deals:: https://theedgemalaysia.com/node/745569

$Rigetti Computing (RGTI.US)$ it will have to burn a lot more cash and need more time (perhaps min 5 yrs, this is much longer time than the small nuke reactor companies) before u can see meaningful financial gain.   Thus current price is still way too high. Sell.

$Super Micro Computer (SMCI.US)$ if u have watched the last night Trump Address to Congress. It should eliminate most of the negative market sentiments out there and concern over the US economy in the near term. Strengthening mkt confidence moving forward.
- tax cut across the board is on its way
- trillion dollars investments are pouring in. New jobs are created.
- Big investment are pouring into exploration of oil & rare-earth. Ship building industry will boom, big way.
- Pump price is and wil...