TimothyBarnes
09-02

$SUPER MICRO COMPUTER INC(SMCI)$ In my opinion the news post market on no material change expected should benefit the share price this week and expect the share price to climb back up towards $550. I suspect that this will hover around there until the returns are filed the following week. Once filed and assuming that their statement is correct and no changes should see a return back to over $600. Jobs this week is going to be a key stat markets will be looking forward to understand the path to interest rate cuts. A good set of number there and we can see the market and smci have a bit of a rally. I can not see any reason why Syme will not get back close to $700 within the next couple of months. AI demand is high, margin pressure is there in the short term but expects that to improve.

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