Super Micro Computer Inc Pref Shares SMCIP 7.0 06/01/2029

SMCI continues to impress during earnings season, but the stock hasn't had it easy for years. Every time a great news came about, it was quickly followed by a negative sentiment, be it from the smuggling of Nvidia chips or accounting problem. Yet I believe in its potential to exploit more opportunities collaborating with top companies, as long as the business remain transparent and ethical.

$Super Micro Computer(SMCI.US) Smci jumped higher, fueled by a robust update that it expects to nearly double its gross margins in upcoming quarters. The company highlighted a staggering new order intake of more than $60 billion in the fourth quarter of fiscal 2026, pushing its backlog to an all-time high. Such volume underscores strong demand for Supermicro's customized server solutions amid the ongoing AI hardware surge. Smci's servers integrate chips from industry heavyweights like Nvidia, Intel, and AMD. The company recently teased big projects, including a new gigawatt-scale AI data center for SpaceX and XAI, highlighting its role in powering next-generation AI infrastructure. I believe this is currently one of the better stocks for swing trading if you are patient enough. @Captain's Treasure

Supermicro $Super Micro Computer(SMCI.US) is emerging as one of the biggest beneficiaries of the AI infrastructure boom. A record US$60+ billion order backlog, recovering margins, and a strategic collaboration with SpaceX to build next-generation AI data centres could strengthen long-term revenue visibility. While near-term volatility may persist, improving fundamentals and renewed technical momentum make SMCI a stock worth watching for both investors and options traders. As always, conduct your own research before making any investment decisions.

It is difficult to tell if this recovery in chip stocks is a dead cat bounce. My gut feeling says no as the AI infrasture demand is real but the market is moved by smart money and what we can do is size our positions according to our risk appetite and set stop losses.

memory stocks still got room to up as previous week drop.

just try buy on dip or hold it if already brought.

$Super Micro Computer(SMCI.US)

Source: amit

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Super Micro Computer(SMCI.US) Supermicro Expands Rear Door Heat Exchanger Portfolio for AI Data Centers

$Super Micro Computer(SMCI.US) Super Micro Computer stock has fallen approximately 5% year-to-date and 44% over the past year due to concerns regarding shareholder dilution and regulatory issues, including a raid related to alleged smuggling of AI chips. Citi analyst Asiya Merchant raised her price target for SMCI stock to $33, citing long-term demand for AI infrastructure, but expressed caution due to margin pressures and regulatory challenges. Wall Street maintains a Hold consensus rating on SMCI, with an average price target of $37.91, suggesting a 37% upside potential despite concerns about customer concentration and volatility. In my opinion, anything within the $20 to $30 range is a Buy for long term. @Captain's Treasure

$Super Micro Computer(SMCI.US) | Citi maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥 on 𝐒𝐮𝐩𝐞𝐫 𝐌𝐢𝐜𝐫𝐨 𝐂𝐨𝐦𝐩𝐮𝐭𝐞𝐫, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟑 𝐟𝐫𝐨𝐦 $𝟑𝟏

$Super Micro Computer(SMCI.US) Super Micro Computer Inc shares dropped due to Taiwanese prosecutors detaining two employees linked to an Nvidia chip-smuggling investigation. The investigation involves alleged document falsification related to shipments of Nvidia-powered servers to China, raising concerns about compliance and supply chain integrity. With increased regulatory scrutiny, Super Micro's financial health and stock performance face significant risks, and its shares remain well below key moving averages. The stock continues to drop drastically even though the company pledges to commit to better clarity amidst loss of investors' confidence over the company's operations. @Bridge Buzz SG

The market is so volatile right now. Yesterday, my local tech stocks were still doing fine. Today they plunged again. Is it because of the DRAM price fixing class action suit or just a response to the likelihood of interest rate hikes?

Singapore stocks rose on Thursday, despite mixed regional performance; the FTSE Singapore Straits Times Index gained 1.1%.

The rise of the STI has become a steady trend, which is undoubtedly a healthy and stable development process for the Singapore stock market.

Those impacted by the US stock market can find the warmth of the tropical rainforest here 😁

The market is so indecisive and the short term money is just chasing momentum looking at how capital keeps rotating around. Once these ‘traders’ are shaken out, then will the market go higher.

Imagine A buying coffee beans from B and C for itself and then decide to sell the same coffee beans to others when it realised it actually can make money from the beans that it does not need (for now). Suddenly A is worth more than B and C? Haha….the market is irrational.

The memory hype would more likely than not continue for a period of time. Supply bottleneck is not something that can be easily solved within weeks, especially with more demand coming in. However, I believe the memory companies have been overhyped, with traders trying to capture the best selling point by pumping while others fomo in. I intend to go with the safer alternative route through compounding rather than chasing.

Fed Chair Warsh is advising Wall Street to stop looking to the Fed for interest rate clues and focus instead on real economic data.

As a result, tonight June non‑farm payrolls and weekly jobless claims will carry extra weight. Trade wisely as I expect markets to react closely. Keep a close watch! Cheers🤞

i'm not chasing anything into tonight's jobs print. Warsh made it pretty clear rates aren't coming down, and a hot number could hit the whole AI-infra trade again. keeping powder dry, the memory dip can wait.

with regards to memory getting torches, I have written 6 days earlier that the "piranhas will have a good time feasting till the next deep seek moment".... now we get to see the robustness and steadfastness of the memory trade.

Taiwan raided Super Micro Computer offices for allegedly routing Nvidia chips through Japan to China in a chip smuggling operation, media report, including the homes of 6 individuals and the sites of 3 affiliated. Super Micro said it is working closely with authorities. Exporting AI chips to China is not a crime in Taiwan, though authorities are considering new laws. $Super Micro Computer(SMCI.US) $NVIDIA(NVDA.US)

Source: Dan Nystedt