The fundamentals of the AI industry are under scrutiny as significant concerns persist. Recently, short-seller Hindenburg Research targeted AI server manufacturer $SUPER MICRO COMPUTER INC(SMCI)$, alleging 'accounting manipulation' in its detailed short thesis. The stock initially plunged by up to 12% following the report but managed to recover slightly by the close.With SMCI priced around $500, the key question is: Are you going long or short? Is now the right time to buy?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.Click titles to read the full analysis:1. @Tiger V:

The recent turmoil surrounding Super Micro Computer (SMCI $SUPER MICRO COMPUTER INC(SMCI)$ ) has raised significant concerns in the financial markets, with its stock taking a sharp tumble. As SMCI faces scrutiny over its internal controls and accounting practices, Dell Technologies (DELL $Dell Technologies Inc.(DELL)$ ) appears well-positioned to capitalize on the situation, particularly in the rapidly growing market for artificial intelligence (AI) servers. The Trouble at Super Micro Super Micro's woes began earlier this week when the company announced a delay in filing its Form 10-K for the fiscal year ended June 30. This delay, attributed to the need for more time to complete an assessment of its inter

$SUPER MICRO COMPUTER INC(SMCI)$  🌊🔉📡🌊 🎯 SMCI: Surfing the AI Wave or Wiping Out? 🎯🌊🔉📡🌊 Kia ora Tiger traders! 🚀 Super Micro Computer Inc. ($SMCI) is hanging ten on the AI wave, but the recent market swells have been gnarly. Let’s dissect what’s going on under the hood and whether SMCI will catch that epic wave or faceplant into the surf. 📊 Current Market Overview • Post-Market Price: $445.80 (+1.85%) 📈 • Market Cap: $25.97B 💰 • P/E Ratio: 22.28 ⚖️ 📈 Chart Analysis: Navigating the Swells Looking at my chart, SMCI has been testing critical support levels. The stock recently hit a key support level around $445, as shown in the chart, but it needs to stay above this yellow trendline to avoid a deep dive towards $250. The resistance on the hor

$SUPER MICRO COMPUTER INC(SMCI)$ $DEFIANCE DAILY TARGET 2X LONG SMCI ETF(SMCX)$  🎯🚀 The Bullish Bounce Before the Split 🚀🎯 Kia ora Tiger traders! I’d buy the dip before the split, faster than a cat pounces on a laser pointer~because who doesn’t love a bargain with potential for a moonshot? 🚀😸 SMCI is flexing its muscles post-market, closing at a solid $614.18, and it’s looking like this AI heavyweight isn’t ready to slow down anytime soon! We’re cruising along those purple and blue high-value lines~think of them as the final hurdles before a sprint to the finish. If SMCI crosses these lines and successfully retests, we could be in for some fireworks! 🎇 But remember, keep one eye on the broader market

San Jose-headquartered Super Micro Computer, Inc ($SUPER MICRO COMPUTER INC(SMCI)$ ) - better known as "Supermicro" - had been in operation for a long time and was relatively unmarkable in that it was just one of a number of companies building servers and storage systems for computing hardware (among other server-related areas). The company doesn't manufacture chips, per se, but rather assembles the server around a chipmaker's products in the most efficient manner. The founder, Charles Liang, holds several patents in server technology and the company went on to become one of the largest producers of high-performance and high-efficiency servers. His wife was the treasurer until 2019 (she remains on the board of directors) and his brothers run

🌟🌟🌟The Semiconductor stocks have fared badly this week. Is it time to get back into this sector? $NVIDIA Corp(NVDA)$  led a broader sell off of the Magnificent 7 stocks  after news of Tesla and Google reported earnings that rattled the markets.   Nvidia is up today by just 0.6% but it fell 6% for the week.  However Nvidia is still up a massive 134% year todate and in 2023, Nvidia has skyrocketed 148%. Nvidia has grown its business at an incredible pace.  Last quarter Nvidia's revenue surged 262% year over year to hit USD 26 billion.  Its earnings per share soared 629% compared to prior year. Nvidia is famous for its Graphics Processing Units or GPUs which crunch AI workloads as thes

Should you short or be bearish on SMCI at current levels? On preliminary analysis, I will say no.  My previous newsletter on SMCI sounded a warning signal to bulls that we would see a move lower should we break down from the (smaller) bull pennant pattern and the rising support trendline. Sure enough, both broke and SMCI headed below 600 and eventually even 500. Now, if I look further out at longer term support trendlines, I note several things: Firstly, SMCI has retraced 78.6% of the move it has made since 2023. This is a level of last resort for SMCI as breaking and holding below 400 could spell death for the stock. Secondly, SMCI has come back to retest this longer timeframe timeline as shown on my weekly chart. Moreover, the daily chart shows SMCI attempting to form a bullish

Options Market Statistics: SMCI Stock Falls on Short Seller's Accounting Allegations; Options Pop $NVIDIA Corp(NVDA)$   shares rose 1.46% Tuesday to close at $128.30. Its options trading volume was 2.35 million. Call contracts account for 62.3% of the total trading volume. The $130 calls expiring Aug. 30 were traded most actively. Wall Street is broadly optimistic about Nvidia's stock ahead of its Wednesday earnings report, with nearly all analysts covering the chip giant giving it buy or equivalent ratings, according to Visible Alpha. The consensus price target suggests a 14% premium to Tuesday's close. Nvidia's shares have surged over 150% this year, making its upcoming quarterly results one of the week'

$SUPER MICRO COMPUTER INC(SMCI)$ is a perfect example of what happens when you become greedy. Super Micro is one of the most volatile large cal stocks in the exchange. With that, it's option premium is super high. Some investors sell risky put options to make the premium. On many occasions, this has worked. However, recently following its 20% plunge, the value of the put options soared by 10-20x. Investors who sold out option are facing huge losses and option excersise, meaning they have to buy and own the shares, which for a $450 per share stock, can be quite expensive to own. You can simply search up Super Micro computer stock and go into the posts. You will se traders posting 10x losses. For example, some people sold put options at $4 and no

$超微電腦(SMCI)$   SMCI (Super Micro Computer, Inc.) is a company that specializes in high-performance computing, server solutions, and storage technology. If you're looking to learn about investing in SMCI, here’s a detailed overview: ### Overview of SMCI 1. **Company Profile**: - **Founded**: 1993 - **Headquarters**: San Jose, California, USA - **Industry**: Technology, specifically in the server and storage solutions sector. 2. **Products and Services**: - **Server Solutions**: SMCI offers a variety of server systems, including rackmount servers, blade servers, and high-density servers. - **Storage Solutions**: The company provides storage solutions that include high-capacity storage systems and software-defined storage. - **Cloud and A

$SUPER MICRO COMPUTER INC(SMCI)$ is scheduled to report its fiscal fourth quarter results on 06 August (Tuesday) after the market close. SMCI makes products such as rackmount servers and graphics processing unit (GPU) servers, motherboards and chassis, and ethernet switches, but the most important is its capability of making artificial intelligence servers. In the last quarterly report, its revenue tripled from a year ago, driven by demand for its artificial intelligence servers, and raised its full-year revenue guidance. With the continued expansion of data center demand, SMCI should be able to see more businesses in U.S. and also Asia Pacific where there have been big tech names coming to Asia and South East Asia in particular to host their ser

$SUPER MICRO COMPUTER INC(SMCI)$  Who brought the dip? That report usually sees a spike but not downwards. They saw the technicals breaking down & dropped this right on down onto it. The Hindenburg Research report on Super Micro Computer, Inc. ($SMCI), released on August 27, 2024, outlines several critical allegations against the company: 1. Accounting Manipulation: Hindenburg alleges that Super Micro has engaged in accounting practices that manipulate its financial statements, potentially inflating profits or hiding liabilities. 2. Sanction Evasion: There are claims that SMCI might be involved in activities that help it or its partners bypass international sanctions, which could involve dealings with entities or regions under trade restr

$ Super Micro Computer (SMCI)$ fell more than 8% on Aug. 26 as the market worried about two factors.The main reasons are as follows.1. Stock split still to take placeSMCI previously announced that it would be doing a 1:10 stock split, and while the stock was trading at over $1,000 at the time, it is now trading at just over $500.Many investors are concerned that a stock split at the current price would not necessarily benefit the company.As market sentiment moves further downward, it may be possible to achieve a "lower price" without a split.2. NVDA's Blackwell delay.The decline in SMCI's share price may be related to the big drop in NVIDIA's share price over the same period.NVIDIA'<

$SUPER MICRO COMPUTER INC(SMCI)$ is set to release its earnings report after the market closes on August 6th. Analysts expect the company to report Q4 2024 revenue of $5.293 billion, up 142.27% year-over-year, with an expected EPS of $7.83, marking a 128.31% increase.SMCI has surged over 140% this year, driven by its strong position in the AI server market, significantly outperforming AI stocks like Nvidia. However, after a disappointing Q3 report, its stock dropped 14% on the announcement and has fallen over 20% in the past 4 months.Previously, SMCI’s Q4 and full-year guidance exceeded market expectations, forecasting Q4 revenue between $5.1 billion and $5.5 billion, with adjusted EPS in the range of $7.62 to $8.42.Bloomberg consensus suggests SM

This week, the semiconductor industry saw notable developments as major companies, including Intel and TSMC, announced significant advancements in chip technology. Intel unveiled its latest generation of processors with improved performance and efficiency, while TSMC reported progress in scaling up its 3nm manufacturing capabilities. Let's look at the movement of several semiconductor stocks which might be at a good bargain. NVIDIA This week, NVIDIA announced a significant expansion of its AI-focused product lineup with the introduction of new GPUs designed to accelerate artificial intelligence and machine learning workloads. The company also revealed strategic partnerships with leading cloud service providers to enhance its AI infrastructure.  Nvidia daily chart As shown in the char

$ARM Holdings Ltd(ARM)$ unveiled its fiscal Q1 2025 earnings (corresponding to Q2 this year) yesterday, and the stock price plunged 10.5% after hours!Q1 report exceeded market expectations!ARM' s revenue was $939 million for Q1, a 39.1% increase year-on-year, exceeding the upper limit of $925 million guidance given by management. Non-GAAP EPS of $0.4, also exceeded the expected $0.36.Looking ahead to FY2025, ARM kept its revenue forecast steady at $3.8 billion to $4.1 billion, and EPS projections unchanged.In summary, ARM's Q1 report exceeded market expectations!But investors had sky-high hopes for ARM, and some metrics fell short, coupled with no uplift in FY2025 guidance, prompting a sell-off.What can you do? ARM's shares have soared 74% this yea