YieldMax SMCI Option Income Strategy ETF

$Super Micro Computer(SMCI.US) Dell and Super Micro sell into the very same boom, yet their paths have split in a way that is difficult to ignore. Both build the servers that power AI and both have order books full of AI demand. Two companies, riding the same wave, with wildly different results. The gap is not really about growth, since both have plenty of it. It is about how each company is paying for that growth. Dell funds its expansion from its own cash flow, shipping billions in AI servers while still throwing off enough cash to reward shareholders. Super Micro has had to reach for outside money. To fill a wave of new orders, it recently raised around $7 billion through equity and equity-linked financing. The move worried investors about dilution and knocked its stock down sharply. Super Micro also carries other baggage that Dell does not. It has faced governance concerns and an export-control review. These issues explain why its shares stay cheap even as revenue climbs. Its bull case rests on that low price recovering strongly if it can execute cleanly and put its troubles behind it. @Captain's Treasure

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Supermicro Launches New AI Data Center Rack Portfolio for High-Density Deployments - $Super Micro Computer(SMCI.US) $NVIDIA(NVDA.US)

Nvidia Taiwan’s office and an employee’s home were raided by prosecutors as part of a high-profile case of smuggling high-end Super Micro Computer AI servers to China in violation of export controls, media report, adding one Nvidia employee has been detained as a prime suspect. The search was the third in as many months and led to the seizure of Nvidia B300-equipped AI servers. A total of 7 people from 3 companies have now been detained incommunicado in the Taiwan case. (Albatron Technology, a subsidiary of Chief Telecom and Super Micro, is the 3rd). $NVIDIA(NVDA.US) $Super Micro Computer(SMCI.US) #China #semiconductors

Source: Dan Nystedt

Oil prices are rising, it's like buying options or shorting stocks. If you guess right, you take profits. But as time passes, it will cause a rapid discount. Be careful, the volatility is huge.

MAS policy tightening strengthens the SGD and keeps interest rates elevated—benefiting Singapore banks via resilient interest margins and wealth inflows, while headwinding S-REITs through higher refinancing costs.

This week's Fed meeting, would he increase the rate this time ? or do you think the interest rate will remain or down ? Let's wait and see later

Iran announced that they are not "at a full scale war with US". Markets recovered slightly following the news as oil tumbles back between $90 and $100. I wouldn't take anything for granted, especially when we are in the midst of earnings season, where volatility is completely expected and normal. With more big cap companies reporting this week and the past trend of Capex dragging down share prices, I won't be surprised to see more dips coming.

The outcome of the peace negotiations is still up in the air, when Trump is one of the parties involved. I expect local banks to hit new high as the next earnings are expected to be good.

Brent crude oil is falling significantly back to around $90, following a pause in strikes by the US and Iran over the weekend, although negotiations are ongoing rather than an official ceasefire; it closed at $96.28 on Friday after trading above $100 for several weeks.

The 顺势 (following the trend) decline in oil prices is a positive development for energy-importing Singapore.

Global energy costs in June impacted consumer prices, leading to high core inflation in Singapore. Consequently, the Monetary Authority of Singapore has tightened monetary policy, creating a chain reaction.

$Super Micro Computer(SMCI.US)

Supermicro’s $60 Billion AI Backlog: Is This the Start of a New Growth Era?

Super Micro Computer $Super Micro Computer(SMCI.US) may be entering its strongest growth cycle yet. The company disclosed a record over US$60 billion AI infrastructure backlog, while preliminary FY2026 Q4 results pointed to revenue approaching US$11 billion and gross margins recovering to 15–17%, a sharp improvement from prior guidance. The recovery suggests pricing power is returning as high-value AI systems become a larger share of sales.

CEO Charles Liang also highlighted Supermicro’s collaboration with SpaceX to build next-generation AI data centres, reinforcing the company’s evolution from a server manufacturer into an end-to-end AI infrastructure provider. This expands its addressable market and differentiates it from peers such as Dell, HPE and Lenovo, which remain more exposed to traditional enterprise hardware refresh cycles.

Technically, SMCI has regained bullish momentum after reclaiming key moving averages on improving volume, although near-term volatility remains elevated following its sharp rally. Fundamentally, a record backlog, recovering margins and AI infrastructure demand improve earnings visibility and could mark a new dawn for the company.

For options investors, the short-term favours selling cash-secured puts or put credit spreads to capitalise on elevated implied volatility, while mid-term investors may consider bull call spreads or LEAPS call options to participate in continued AI-driven upside with defined risk. Strong execution on the SpaceX initiative and backlog conversion could become the next catalyst for sustained share price appreciation.

This article is for educational purposes only and should not be considered financial advice.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Supermicro Launches H15 Servers With 6th Gen AMD EPYC CPUs - $Super Micro Computer(SMCI.US) $AMD(AMD.US)

$Super Micro Computer(SMCI.US) | Mizuho 𝐜𝐮𝐭𝐬 𝐏𝐓 on 𝐒𝐮𝐩𝐞𝐫 𝐌𝐢𝐜𝐫𝐨 𝐂𝐨𝐦𝐩𝐮𝐭𝐞𝐫 to $𝟑𝟒 from $𝟒𝟒, maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥

Oh my god. Yen is so weak now. USD/JPY trading at 163.35 and SGD/JPY at 1.29 🫣. It time to go Japan 😂 or “short” Usdjpy pair 😛.

Sport gold fell nearly 30% from its January record high and has since bounced back slightly. It may be a good time to look at it now. Gold is another alternative investment for long term investors.

Anyway, I expect ECB to remain rate unchanged. Higher interest rates hurt their economy. Unless the inflation is out of control.

Good news to see earning increase for the companies. However, the job loss claim is not stated. Isn’t it better for the economies to provide jobs?

Capex spending increases and hope it can enable them to earn more.

Increased capex is good actually for AI infrastructure stocks so you have to look at where the money is flowing. Big tech needs to invest to stay relevant.

In all honesty, at this moment of time, you have to look at the beneficiaries of the AI buildout not the hyperscalers. The hyperscalers are cash machines building for the future so they are using their cash flows to invest.

Oil prices remain high for a long period, how much is the impact on the world economy? are we going to pay the bill where the TACO created the problem?

With oil prices likely to go up and remain high for longer, there may be upside for alternatives like sustainable fuel and green energy.