SMCI Surges 25% on Earnings Beat — Would You Chase?

Super Micro Computer (SMCI) soared 24.54% after Q1 results significantly beat expectations, driven by robust AI data center server demand and raised guidance. As a key assembler of NVIDIA GPU servers, SMCI is a direct beneficiary of the AI capex wave. However, unresolved accounting-related legal investigations persist, prompting analysts to label the stock "toxic or tantalizing" — strong earnings momentum versus lingering legal overhang. Do you dare to chase SMCI after a 25% surge?

+ Follow

koolgal

05-08 12:01

🌟🌟🌟I invest in $Direxion Daily Semiconductors Bull 3x Shares(SOXL )$ because I believe in the backbone of our modern world. Every piece of technology we touch - from the phones in our pockets to the massive data centres powering the AI revolution, runs in semiconductors. They are the new oil, the fundamental building block of our future. However holding a 3x leveraged ETF isn't for the faint hearted investor. There are days when the volatility is staggering. In those moments, it is easy to feel the weight of the risk. SOXL is designed to track 300% of th

suzie khan

05-07 22:46

Now is the good time to buy shared

Lanceljx

05-07 18:03

$SUPER MICRO COMPUTER INC(SMCI)$ My view: I would not chase a 25% gap-up candle blindly, but I would not dismiss Super Micro Computer either. Bull case • AI server demand is very real. SMCI sits directly in the spending pipeline as a rack-scale integrator for NVIDIA and increasingly Advanced Micro Devices platforms. • Revenue more than doubled YoY to about US$10.24B, margins recovered sharply, and guidance was raised, showing operational momentum is strong. • With hyperscaler capex in “hyperdrive”, SMCI has tailwind visibility into 2027. Bear case • Governance discount remains. The company is not charged, but a co-founder and others were indicted over export-control violations, and an independent probe plus forensic review is ongoing.&

Michael Esther

05-07 09:19

AI Infrastructure’s Next Wave: 20 Stocks Chasing the “Next AMD” Opportunity

10 years ago, $Advanced Micro Devices(AMD)$ was trading at $2 and up 21500% now. AMD was losing money, but their technology was powerful. 20 stocks with same set-up as AMD (price target 1 year from now): 1. $SUPER MICRO COMPUTER INC(SMCI)$ (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70 2. $APPLIED DIGITAL CORP(APLD)$ (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120 3. $Viavi Solutions(VIAV)$ (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200 4. $SoundHound A

AI Infrastructure’s Next Wave: 20 Stocks Chasing the “Next AMD” Opportunity

AfraSimon

05-07 08:57

$NVDA Already Revealed the Next Wave of AI Winners

As AI infrastructure spending accelerates globally, NVIDIA’s ecosystem is becoming one of the clearest roadmaps for identifying potential long-term winners across the semiconductor and data center supply chain. From chip IP and foundries to memory, packaging, networking, power systems, and server manufacturing, these companies sit at critical layers of the AI buildout. Many are direct partners, suppliers, or strategic investments tied to the expanding AI economy. $NVIDIA(NVDA)$ literally told where to invest: IP: $ARM Holdings(ARM)$ Fab: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ Memory:

$NVDA Already Revealed the Next Wave of AI Winners

听见鸟儿的声音

05-07 00:06

$SUPER MICRO COMPUTER INC(SMCI)$ earnings play gone right

AllanHSC

05-06 22:12

$SUPER MICRO COMPUTER INC(SMCI)$ wondering with professional advice

TigerEvents

05-06 21:59

[Share Your Portfolio & Win Prizes] Chips Are on Fire! Did You Make Money?

Chip stocks had a strong rally in April. Did you buy any chip stocks? Which stock helped you earn the most? The semiconductor sector was almost all green. $Intel(INTC)$ jumped 112.98% in April, $Micron Technology(MU)$ rose 69.47%, $Advanced Micro Devices(AMD)$ gained 61.35%, $ON Semiconductor(ON)$ climbed 61.71%, $Qualcomm(QCOM)$ was up 48.37%, $Texas Instruments(TXN)$ gained 40.91%, $Broadcom(AVGO)$ rose 35.92%, and $NVIDIA(NVDA)$ still added 10.62% despite

[Share Your Portfolio & Win Prizes] Chips Are on Fire! Did You Make Money?

Summertrades

05-06 21:42

$SUPER MICRO COMPUTER INC(SMCI)$ Took profit post-market yesterday, damn it shot up after earnings. It's nowhere near prior highs of 50-60+, and my plan is to wait it out further. Still, SMCI is a volatile stock so I'm staggering some profit taking. If only to free up opportunity funds to buy more again if it dips.

{"data":{"themeId":"923b35451ab64bd1ae73ae30b8c5239b","name":"SMCI Surges 25% on Earnings Beat — Would You Chase?","description":"Super Micro Computer (SMCI) soared 24.54% after Q1 results significantly beat expectations, driven by robust AI data center server demand and raised guidance. As a key assembler of NVIDIA GPU servers, SMCI is a direct beneficiary of the AI capex wave. However, unresolved accounting-related legal investigations persist, prompting analysts to label the stock \"toxic or tantalizing\" — strong earnings momentum versus lingering legal overhang. Do you dare to chase SMCI after a 25% surge?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1778122148861,"userCounts":1,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":923b35451ab64bd1ae73ae30b8c5239b}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1779292800000,"rewardEnd":false,"symbols":["SMCI"],"tweetCounts":27,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"SMCI Surges 25% on Earnings Beat — Would You Chase?","tweetAmount":27,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","allList":[{"id":561894047413200,"gmtCreate":1778212877494,"gmtModify":1778230548848,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟I invest in <a href=\"https://ttm.financial/S/SOXL\"> $Direxion Daily Semiconductors Bull </a><a href=\"https://ttm.financial/S/SOXL\">3x</a><a href=\"https://ttm.financial/S/SOXL\"> Shares(</a><a href=\"https://ttm.financial/S/SOXL\">SOXL</a><a href=\"https://ttm.financial/S/SOXL\">)$ </a>because I believe in the backbone of our modern world.&nbsp; Every piece of technology we touch - from the phones in our pockets to the massive data centres powering the AI revolution, runs in semiconductors.&nbsp; They are the new oil, the fundamental building block of our future. However holding a 3x leveraged ETF isn't for the faint hearted investor.&nbsp; There are days when the volatility is staggering.&nbsp; In those moments, it is easy to feel the weight of the risk. SOXL is designed to track 300% of th","listText":"🌟🌟🌟I invest in <a href=\"https://ttm.financial/S/SOXL\"> $Direxion Daily Semiconductors Bull </a><a href=\"https://ttm.financial/S/SOXL\">3x</a><a href=\"https://ttm.financial/S/SOXL\"> Shares(</a><a href=\"https://ttm.financial/S/SOXL\">SOXL</a><a href=\"https://ttm.financial/S/SOXL\">)$ </a>because I believe in the backbone of our modern world.&nbsp; Every piece of technology we touch - from the phones in our pockets to the massive data centres powering the AI revolution, runs in semiconductors.&nbsp; They are the new oil, the fundamental building block of our future. However holding a 3x leveraged ETF isn't for the faint hearted investor.&nbsp; There are days when the volatility is staggering.&nbsp; In those moments, it is easy to feel the weight of the risk. SOXL is designed to track 300% of th","text":"🌟🌟🌟I invest in $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ because I believe in the backbone of our modern world. Every piece of technology we touch - from the phones in our pockets to the massive data centres powering the AI revolution, runs in semiconductors. They are the new oil, the fundamental building block of our future. However holding a 3x leveraged ETF isn't for the faint hearted investor. There are days when the volatility is staggering. In those moments, it is easy to feel the weight of the risk. SOXL is designed to track 300% of th","images":[{"img":"https://community-static.tradeup.com/news/4379eac7252b41dbceeef879d3f0c851"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/561894047413200","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000191","authorId":"9000000000000191","name":"glimzy","avatar":"https://static.tigerbbs.com/b91d0cbb63ed0ffe6dc3dc19168205d1","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000191","authorIdStr":"9000000000000191"},"content":"SOXL is fun till the daily reset bites lol, you holding through that too?","text":"SOXL is fun till the daily reset bites lol, you holding through that too?","html":"SOXL is fun till the daily reset bites lol, you holding through that too?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561698697539736,"gmtCreate":1778165171885,"gmtModify":1778165220716,"author":{"id":"4240098430775092","authorId":"4240098430775092","name":"suzie khan","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4240098430775092","authorIdStr":"4240098430775092"},"themes":[],"title":"","htmlText":"Now is the good time to buy shared","listText":"Now is the good time to buy shared","text":"Now is the good time to buy shared","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561698697539736","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561629272293992,"gmtCreate":1778148233476,"gmtModify":1778230903071,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> My view: I would not chase a 25% gap-up candle blindly, but I would not dismiss Super Micro Computer either. Bull case • AI server demand is very real. SMCI sits directly in the spending pipeline as a rack-scale integrator for NVIDIA and increasingly Advanced Micro Devices platforms. • Revenue more than doubled YoY to about US$10.24B, margins recovered sharply, and guidance was raised, showing operational momentum is strong.&nbsp; • With hyperscaler capex in “hyperdrive”, SMCI has tailwind visibility into 2027. Bear case • Governance discount remains. The company is not charged, but a co-founder and others were indicted over export-control violations, and an independent probe plus forensic review is ongoing.&amp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> My view: I would not chase a 25% gap-up candle blindly, but I would not dismiss Super Micro Computer either. Bull case • AI server demand is very real. SMCI sits directly in the spending pipeline as a rack-scale integrator for NVIDIA and increasingly Advanced Micro Devices platforms. • Revenue more than doubled YoY to about US$10.24B, margins recovered sharply, and guidance was raised, showing operational momentum is strong.&nbsp; • With hyperscaler capex in “hyperdrive”, SMCI has tailwind visibility into 2027. Bear case • Governance discount remains. The company is not charged, but a co-founder and others were indicted over export-control violations, and an independent probe plus forensic review is ongoing.&amp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$ My view: I would not chase a 25% gap-up candle blindly, but I would not dismiss Super Micro Computer either. Bull case • AI server demand is very real. SMCI sits directly in the spending pipeline as a rack-scale integrator for NVIDIA and increasingly Advanced Micro Devices platforms. • Revenue more than doubled YoY to about US$10.24B, margins recovered sharply, and guidance was raised, showing operational momentum is strong. • With hyperscaler capex in “hyperdrive”, SMCI has tailwind visibility into 2027. Bear case • Governance discount remains. The company is not charged, but a co-founder and others were indicted over export-control violations, and an independent probe plus forensic review is ongoing.&","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/561629272293992","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561496300527976,"gmtCreate":1778116767479,"gmtModify":1778123917388,"author":{"id":"10000000000010919","authorId":"10000000000010919","name":"Michael Esther","avatar":"https://community-static.tradeup.com/news/3c1d6c9d36c6dee17c15bf0517d8bec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010919","authorIdStr":"10000000000010919"},"themes":[],"title":"AI Infrastructure’s Next Wave: 20 Stocks Chasing the “Next AMD” Opportunity","htmlText":"10 years ago, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> was trading at $2 and up 21500% now. AMD was losing money, but their technology was powerful. 20 stocks with same set-up as AMD (price target 1 year from now): 1. <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70 2. <a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$</a> (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120 3. <a href=\"https://ttm.financial/S/VIAV\">$Viavi Solutions(VIAV)$</a> (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200 4. <a href=\"https://ttm.financial/S/SOUN\">$SoundHound A</a>","listText":"10 years ago, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> was trading at $2 and up 21500% now. AMD was losing money, but their technology was powerful. 20 stocks with same set-up as AMD (price target 1 year from now): 1. <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70 2. <a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$</a> (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120 3. <a href=\"https://ttm.financial/S/VIAV\">$Viavi Solutions(VIAV)$</a> (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200 4. <a href=\"https://ttm.financial/S/SOUN\">$SoundHound A</a>","text":"10 years ago, $Advanced Micro Devices(AMD)$ was trading at $2 and up 21500% now. AMD was losing money, but their technology was powerful. 20 stocks with same set-up as AMD (price target 1 year from now): 1. $SUPER MICRO COMPUTER INC(SMCI)$ (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70 2. $APPLIED DIGITAL CORP(APLD)$ (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120 3. $Viavi Solutions(VIAV)$ (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200 4. $SoundHound A","images":[{"img":"https://community-static.tradeup.com/news/1c7cdcd0750a40d95a092e82784ac2f4","width":"1110","height":"660"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":52,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/561496300527976","isVote":1,"tweetType":1,"viewCount":2303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":561490477916704,"gmtCreate":1778115440032,"gmtModify":1778123917447,"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000725","authorIdStr":"9000000000000725"},"themes":[],"title":"$NVDA Already Revealed the Next Wave of AI Winners","htmlText":"As AI infrastructure spending accelerates globally, NVIDIA’s ecosystem is becoming one of the clearest roadmaps for identifying potential long-term winners across the semiconductor and data center supply chain. From chip IP and foundries to memory, packaging, networking, power systems, and server manufacturing, these companies sit at critical layers of the AI buildout. Many are direct partners, suppliers, or strategic investments tied to the expanding AI economy. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> literally told where to invest: IP: <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> Fab: <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> Memory:","listText":"As AI infrastructure spending accelerates globally, NVIDIA’s ecosystem is becoming one of the clearest roadmaps for identifying potential long-term winners across the semiconductor and data center supply chain. From chip IP and foundries to memory, packaging, networking, power systems, and server manufacturing, these companies sit at critical layers of the AI buildout. Many are direct partners, suppliers, or strategic investments tied to the expanding AI economy. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> literally told where to invest: IP: <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> Fab: <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> Memory:","text":"As AI infrastructure spending accelerates globally, NVIDIA’s ecosystem is becoming one of the clearest roadmaps for identifying potential long-term winners across the semiconductor and data center supply chain. From chip IP and foundries to memory, packaging, networking, power systems, and server manufacturing, these companies sit at critical layers of the AI buildout. Many are direct partners, suppliers, or strategic investments tied to the expanding AI economy. $NVIDIA(NVDA)$ literally told where to invest: IP: $ARM Holdings(ARM)$ Fab: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ Memory:","images":[{"img":"https://community-static.tradeup.com/news/11c38ae9e4802442354338e8649091b6","width":"1200","height":"821"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/561490477916704","isVote":1,"tweetType":1,"viewCount":3539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":561364049748960,"gmtCreate":1778083595577,"gmtModify":1778123917580,"author":{"id":"3566983804500254","authorId":"3566983804500254","name":"听见鸟儿的声音","avatar":"https://static.itradeup.com/news/16554f1e249c4a2a3f4296ba70a61549","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566983804500254","authorIdStr":"3566983804500254"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> earnings play gone right","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> earnings play gone right","text":"$SUPER MICRO COMPUTER INC(SMCI)$ earnings play gone right","images":[{"img":"https://community-static.tradeup.com/news/28629c344427148232bcb440546e20a4","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561364049748960","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561336101380728,"gmtCreate":1778076739675,"gmtModify":1778145914057,"author":{"id":"3581938203401770","authorId":"3581938203401770","name":"AllanHSC","avatar":"https://static.tigerbbs.com/af1eca8549b3972a4d10d5f317b913b9","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581938203401770","authorIdStr":"3581938203401770"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> wondering with professional advice&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> wondering with professional advice&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$ wondering with professional advice","images":[{"img":"https://community-static.tradeup.com/news/67fe43d0f24e39a4e1fdfc354d7cb144","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/561336101380728","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561329121046968,"gmtCreate":1778075954446,"gmtModify":1778143200104,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Share Your Portfolio & Win Prizes] Chips Are on Fire! Did You Make Money?","htmlText":"Chip stocks had a strong rally in April. Did you buy any chip stocks? Which stock helped you earn the most? The semiconductor sector was almost all green. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> jumped 112.98% in April, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> rose 69.47%, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> gained 61.35%, <a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$</a> climbed 61.71%, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> was up 48.37%, <a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$</a> gained 40.91%, <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> rose 35.92%, and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> still added 10.62% despite","listText":"Chip stocks had a strong rally in April. Did you buy any chip stocks? Which stock helped you earn the most? The semiconductor sector was almost all green. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> jumped 112.98% in April, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> rose 69.47%, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> gained 61.35%, <a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$</a> climbed 61.71%, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> was up 48.37%, <a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$</a> gained 40.91%, <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> rose 35.92%, and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> still added 10.62% despite","text":"Chip stocks had a strong rally in April. Did you buy any chip stocks? Which stock helped you earn the most? The semiconductor sector was almost all green. $Intel(INTC)$ jumped 112.98% in April, $Micron Technology(MU)$ rose 69.47%, $Advanced Micro Devices(AMD)$ gained 61.35%, $ON Semiconductor(ON)$ climbed 61.71%, $Qualcomm(QCOM)$ was up 48.37%, $Texas Instruments(TXN)$ gained 40.91%, $Broadcom(AVGO)$ rose 35.92%, and $NVIDIA(NVDA)$ still added 10.62% despite","images":[{"img":"https://static.tigerbbs.com/7261a8c6adcd522d6d3dfce3a4f22366"},{"img":"https://static.tigerbbs.com/6da0967ad057e8366d7f0fdd1d64c969"},{"img":"https://static.tigerbbs.com/6db9cf80f2a35ba23cb8e6d6328fefe7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1481,"commentSize":21,"repostSize":49,"link":"https://ttm.financial/post/561329121046968","isVote":1,"tweetType":1,"viewCount":5294,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"$NVIDIA(NVDA)$ Yup 👍😁 I'm still holding the chips I love the chips 🤤 There's lot of room to Run 📈 😉😜 @Aqa @Shyon @DiAngel @Barcode @JC888 @koolgal @Shernice軒嬣 2000","text":"$NVIDIA(NVDA)$ Yup 👍😁 I'm still holding the chips I love the chips 🤤 There's lot of room to Run 📈 😉😜 @Aqa @Shyon @DiAngel @Barcode @JC888 @koolgal @Shernice軒嬣 2000","html":"$NVIDIA(NVDA)$ Yup 👍😁 I'm still holding the chips I love the chips 🤤 There's lot of room to Run 📈 😉😜 @Aqa @Shyon @DiAngel @Barcode @JC888 @koolgal @Shernice軒嬣 2000"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I did participate in the April semiconductor rally, and my biggest winner was $NVIDIA(NVDA)$ . Even though many chip stocks surged, Nvidia still delivered solid gains despite already being a crowded AI trade — a sign that the market continues to reward true AI leaders. I’m still holding my $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$ position. The AI demand story remains strong, driven by ongoing data center and cloud capex. Nvidia is still at the center of this ecosystem, although I’m mindful of valuation and may trim if the stock becomes overly extended. I believe the AI hardware rally still has room to run, but it will likely become more selective. Names like $Broadcom(AVGO)$ and $Micron Technology(MU)$ could rotate into leadership, but Nvidia remains my core long-term holding tied to AI growth. @TigerEvents @TigerStars @Tiger_comments @TigerClub","text":"I did participate in the April semiconductor rally, and my biggest winner was $NVIDIA(NVDA)$ . Even though many chip stocks surged, Nvidia still delivered solid gains despite already being a crowded AI trade — a sign that the market continues to reward true AI leaders. I’m still holding my $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$ position. The AI demand story remains strong, driven by ongoing data center and cloud capex. Nvidia is still at the center of this ecosystem, although I’m mindful of valuation and may trim if the stock becomes overly extended. I believe the AI hardware rally still has room to run, but it will likely become more selective. Names like $Broadcom(AVGO)$ and $Micron Technology(MU)$ could rotate into leadership, but Nvidia remains my core long-term holding tied to AI growth. @TigerEvents @TigerStars @Tiger_comments @TigerClub","html":"I did participate in the April semiconductor rally, and my biggest winner was $NVIDIA(NVDA)$ . Even though many chip stocks surged, Nvidia still delivered solid gains despite already being a crowded AI trade — a sign that the market continues to reward true AI leaders. I’m still holding my $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$ position. The AI demand story remains strong, driven by ongoing data center and cloud capex. Nvidia is still at the center of this ecosystem, although I’m mindful of valuation and may trim if the stock becomes overly extended. I believe the AI hardware rally still has room to run, but it will likely become more selective. Names like $Broadcom(AVGO)$ and $Micron Technology(MU)$ could rotate into leadership, but Nvidia remains my core long-term holding tied to AI growth. @TigerEvents @TigerStars @Tiger_comments @TigerClub"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":561329181381664,"gmtCreate":1778074971531,"gmtModify":1778123917765,"author":{"id":"4161823348136012","authorId":"4161823348136012","name":"Summertrades","avatar":"https://community-static.tradeup.com/news/291326ef26b8758df4730e9bd5b2f8c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4161823348136012","authorIdStr":"4161823348136012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>Took profit post-market yesterday, damn it shot up after earnings. It's nowhere near prior highs of 50-60+, and my plan is to wait it out further. Still, SMCI is a volatile stock so I'm staggering some profit taking. If only to free up opportunity funds to buy more again if it dips.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>Took profit post-market yesterday, damn it shot up after earnings. It's nowhere near prior highs of 50-60+, and my plan is to wait it out further. Still, SMCI is a volatile stock so I'm staggering some profit taking. If only to free up opportunity funds to buy more again if it dips.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Took profit post-market yesterday, damn it shot up after earnings. It's nowhere near prior highs of 50-60+, and my plan is to wait it out further. Still, SMCI is a volatile stock so I'm staggering some profit taking. If only to free up opportunity funds to buy more again if it dips.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":1,"repostSize":18,"link":"https://ttm.financial/post/561329181381664","isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000170","authorId":"9000000000000170","name":"AdamDavis","avatar":"https://static.tigerbbs.com/7eb1cb09f8f55a20c6228dcc5f1ec806","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000170","authorIdStr":"9000000000000170"},"content":"Nice move with the partial profit-taking.","text":"Nice move with the partial profit-taking.","html":"Nice move with the partial profit-taking."}],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":561894047413200,"gmtCreate":1778212877494,"gmtModify":1778230548848,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟I invest in <a href=\"https://ttm.financial/S/SOXL\"> $Direxion Daily Semiconductors Bull </a><a href=\"https://ttm.financial/S/SOXL\">3x</a><a href=\"https://ttm.financial/S/SOXL\"> Shares(</a><a href=\"https://ttm.financial/S/SOXL\">SOXL</a><a href=\"https://ttm.financial/S/SOXL\">)$ </a>because I believe in the backbone of our modern world.&nbsp; Every piece of technology we touch - from the phones in our pockets to the massive data centres powering the AI revolution, runs in semiconductors.&nbsp; They are the new oil, the fundamental building block of our future. However holding a 3x leveraged ETF isn't for the faint hearted investor.&nbsp; There are days when the volatility is staggering.&nbsp; In those moments, it is easy to feel the weight of the risk. SOXL is designed to track 300% of th","listText":"🌟🌟🌟I invest in <a href=\"https://ttm.financial/S/SOXL\"> $Direxion Daily Semiconductors Bull </a><a href=\"https://ttm.financial/S/SOXL\">3x</a><a href=\"https://ttm.financial/S/SOXL\"> Shares(</a><a href=\"https://ttm.financial/S/SOXL\">SOXL</a><a href=\"https://ttm.financial/S/SOXL\">)$ </a>because I believe in the backbone of our modern world.&nbsp; Every piece of technology we touch - from the phones in our pockets to the massive data centres powering the AI revolution, runs in semiconductors.&nbsp; They are the new oil, the fundamental building block of our future. However holding a 3x leveraged ETF isn't for the faint hearted investor.&nbsp; There are days when the volatility is staggering.&nbsp; In those moments, it is easy to feel the weight of the risk. SOXL is designed to track 300% of th","text":"🌟🌟🌟I invest in $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ because I believe in the backbone of our modern world. Every piece of technology we touch - from the phones in our pockets to the massive data centres powering the AI revolution, runs in semiconductors. They are the new oil, the fundamental building block of our future. However holding a 3x leveraged ETF isn't for the faint hearted investor. There are days when the volatility is staggering. In those moments, it is easy to feel the weight of the risk. SOXL is designed to track 300% of th","images":[{"img":"https://community-static.tradeup.com/news/4379eac7252b41dbceeef879d3f0c851"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/561894047413200","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000191","authorId":"9000000000000191","name":"glimzy","avatar":"https://static.tigerbbs.com/b91d0cbb63ed0ffe6dc3dc19168205d1","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000191","idStr":"9000000000000191"},"content":"SOXL is fun till the daily reset bites lol, you holding through that too?","text":"SOXL is fun till the daily reset bites lol, you holding through that too?","html":"SOXL is fun till the daily reset bites lol, you holding through that too?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561329121046968,"gmtCreate":1778075954446,"gmtModify":1778143200104,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"[Share Your Portfolio & Win Prizes] Chips Are on Fire! Did You Make Money?","htmlText":"Chip stocks had a strong rally in April. Did you buy any chip stocks? Which stock helped you earn the most? The semiconductor sector was almost all green. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> jumped 112.98% in April, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> rose 69.47%, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> gained 61.35%, <a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$</a> climbed 61.71%, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> was up 48.37%, <a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$</a> gained 40.91%, <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> rose 35.92%, and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> still added 10.62% despite","listText":"Chip stocks had a strong rally in April. Did you buy any chip stocks? Which stock helped you earn the most? The semiconductor sector was almost all green. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> jumped 112.98% in April, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> rose 69.47%, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> gained 61.35%, <a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$</a> climbed 61.71%, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> was up 48.37%, <a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$</a> gained 40.91%, <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> rose 35.92%, and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> still added 10.62% despite","text":"Chip stocks had a strong rally in April. Did you buy any chip stocks? Which stock helped you earn the most? The semiconductor sector was almost all green. $Intel(INTC)$ jumped 112.98% in April, $Micron Technology(MU)$ rose 69.47%, $Advanced Micro Devices(AMD)$ gained 61.35%, $ON Semiconductor(ON)$ climbed 61.71%, $Qualcomm(QCOM)$ was up 48.37%, $Texas Instruments(TXN)$ gained 40.91%, $Broadcom(AVGO)$ rose 35.92%, and $NVIDIA(NVDA)$ still added 10.62% despite","images":[{"img":"https://static.tigerbbs.com/7261a8c6adcd522d6d3dfce3a4f22366"},{"img":"https://static.tigerbbs.com/6da0967ad057e8366d7f0fdd1d64c969"},{"img":"https://static.tigerbbs.com/6db9cf80f2a35ba23cb8e6d6328fefe7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1481,"commentSize":21,"repostSize":49,"link":"https://ttm.financial/post/561329121046968","isVote":1,"tweetType":1,"viewCount":5294,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"$NVIDIA(NVDA)$ Yup 👍😁 I'm still holding the chips I love the chips 🤤 There's lot of room to Run 📈 😉😜 @Aqa @Shyon @DiAngel @Barcode @JC888 @koolgal @Shernice軒嬣 2000","text":"$NVIDIA(NVDA)$ Yup 👍😁 I'm still holding the chips I love the chips 🤤 There's lot of room to Run 📈 😉😜 @Aqa @Shyon @DiAngel @Barcode @JC888 @koolgal @Shernice軒嬣 2000","html":"$NVIDIA(NVDA)$ Yup 👍😁 I'm still holding the chips I love the chips 🤤 There's lot of room to Run 📈 😉😜 @Aqa @Shyon @DiAngel @Barcode @JC888 @koolgal @Shernice軒嬣 2000"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I did participate in the April semiconductor rally, and my biggest winner was $NVIDIA(NVDA)$ . Even though many chip stocks surged, Nvidia still delivered solid gains despite already being a crowded AI trade — a sign that the market continues to reward true AI leaders. I’m still holding my $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$ position. The AI demand story remains strong, driven by ongoing data center and cloud capex. Nvidia is still at the center of this ecosystem, although I’m mindful of valuation and may trim if the stock becomes overly extended. I believe the AI hardware rally still has room to run, but it will likely become more selective. Names like $Broadcom(AVGO)$ and $Micron Technology(MU)$ could rotate into leadership, but Nvidia remains my core long-term holding tied to AI growth. @TigerEvents @TigerStars @Tiger_comments @TigerClub","text":"I did participate in the April semiconductor rally, and my biggest winner was $NVIDIA(NVDA)$ . Even though many chip stocks surged, Nvidia still delivered solid gains despite already being a crowded AI trade — a sign that the market continues to reward true AI leaders. I’m still holding my $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$ position. The AI demand story remains strong, driven by ongoing data center and cloud capex. Nvidia is still at the center of this ecosystem, although I’m mindful of valuation and may trim if the stock becomes overly extended. I believe the AI hardware rally still has room to run, but it will likely become more selective. Names like $Broadcom(AVGO)$ and $Micron Technology(MU)$ could rotate into leadership, but Nvidia remains my core long-term holding tied to AI growth. @TigerEvents @TigerStars @Tiger_comments @TigerClub","html":"I did participate in the April semiconductor rally, and my biggest winner was $NVIDIA(NVDA)$ . Even though many chip stocks surged, Nvidia still delivered solid gains despite already being a crowded AI trade — a sign that the market continues to reward true AI leaders. I’m still holding my $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$ position. The AI demand story remains strong, driven by ongoing data center and cloud capex. Nvidia is still at the center of this ecosystem, although I’m mindful of valuation and may trim if the stock becomes overly extended. I believe the AI hardware rally still has room to run, but it will likely become more selective. Names like $Broadcom(AVGO)$ and $Micron Technology(MU)$ could rotate into leadership, but Nvidia remains my core long-term holding tied to AI growth. @TigerEvents @TigerStars @Tiger_comments @TigerClub"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":561496300527976,"gmtCreate":1778116767479,"gmtModify":1778123917388,"author":{"id":"10000000000010919","authorId":"10000000000010919","name":"Michael Esther","avatar":"https://community-static.tradeup.com/news/3c1d6c9d36c6dee17c15bf0517d8bec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010919","idStr":"10000000000010919"},"themes":[],"title":"AI Infrastructure’s Next Wave: 20 Stocks Chasing the “Next AMD” Opportunity","htmlText":"10 years ago, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> was trading at $2 and up 21500% now. AMD was losing money, but their technology was powerful. 20 stocks with same set-up as AMD (price target 1 year from now): 1. <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70 2. <a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$</a> (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120 3. <a href=\"https://ttm.financial/S/VIAV\">$Viavi Solutions(VIAV)$</a> (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200 4. <a href=\"https://ttm.financial/S/SOUN\">$SoundHound A</a>","listText":"10 years ago, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> was trading at $2 and up 21500% now. AMD was losing money, but their technology was powerful. 20 stocks with same set-up as AMD (price target 1 year from now): 1. <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70 2. <a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$</a> (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120 3. <a href=\"https://ttm.financial/S/VIAV\">$Viavi Solutions(VIAV)$</a> (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200 4. <a href=\"https://ttm.financial/S/SOUN\">$SoundHound A</a>","text":"10 years ago, $Advanced Micro Devices(AMD)$ was trading at $2 and up 21500% now. AMD was losing money, but their technology was powerful. 20 stocks with same set-up as AMD (price target 1 year from now): 1. $SUPER MICRO COMPUTER INC(SMCI)$ (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70 2. $APPLIED DIGITAL CORP(APLD)$ (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120 3. $Viavi Solutions(VIAV)$ (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200 4. $SoundHound A","images":[{"img":"https://community-static.tradeup.com/news/1c7cdcd0750a40d95a092e82784ac2f4","width":"1110","height":"660"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":52,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/561496300527976","isVote":1,"tweetType":1,"viewCount":2303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":561490477916704,"gmtCreate":1778115440032,"gmtModify":1778123917447,"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000725","idStr":"9000000000000725"},"themes":[],"title":"$NVDA Already Revealed the Next Wave of AI Winners","htmlText":"As AI infrastructure spending accelerates globally, NVIDIA’s ecosystem is becoming one of the clearest roadmaps for identifying potential long-term winners across the semiconductor and data center supply chain. From chip IP and foundries to memory, packaging, networking, power systems, and server manufacturing, these companies sit at critical layers of the AI buildout. Many are direct partners, suppliers, or strategic investments tied to the expanding AI economy. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> literally told where to invest: IP: <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> Fab: <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> Memory:","listText":"As AI infrastructure spending accelerates globally, NVIDIA’s ecosystem is becoming one of the clearest roadmaps for identifying potential long-term winners across the semiconductor and data center supply chain. From chip IP and foundries to memory, packaging, networking, power systems, and server manufacturing, these companies sit at critical layers of the AI buildout. Many are direct partners, suppliers, or strategic investments tied to the expanding AI economy. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> literally told where to invest: IP: <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> Fab: <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> Memory:","text":"As AI infrastructure spending accelerates globally, NVIDIA’s ecosystem is becoming one of the clearest roadmaps for identifying potential long-term winners across the semiconductor and data center supply chain. From chip IP and foundries to memory, packaging, networking, power systems, and server manufacturing, these companies sit at critical layers of the AI buildout. Many are direct partners, suppliers, or strategic investments tied to the expanding AI economy. $NVIDIA(NVDA)$ literally told where to invest: IP: $ARM Holdings(ARM)$ Fab: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ Memory:","images":[{"img":"https://community-static.tradeup.com/news/11c38ae9e4802442354338e8649091b6","width":"1200","height":"821"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/561490477916704","isVote":1,"tweetType":1,"viewCount":3539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":561629272293992,"gmtCreate":1778148233476,"gmtModify":1778230903071,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> My view: I would not chase a 25% gap-up candle blindly, but I would not dismiss Super Micro Computer either. Bull case • AI server demand is very real. SMCI sits directly in the spending pipeline as a rack-scale integrator for NVIDIA and increasingly Advanced Micro Devices platforms. • Revenue more than doubled YoY to about US$10.24B, margins recovered sharply, and guidance was raised, showing operational momentum is strong.&nbsp; • With hyperscaler capex in “hyperdrive”, SMCI has tailwind visibility into 2027. Bear case • Governance discount remains. The company is not charged, but a co-founder and others were indicted over export-control violations, and an independent probe plus forensic review is ongoing.&amp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> My view: I would not chase a 25% gap-up candle blindly, but I would not dismiss Super Micro Computer either. Bull case • AI server demand is very real. SMCI sits directly in the spending pipeline as a rack-scale integrator for NVIDIA and increasingly Advanced Micro Devices platforms. • Revenue more than doubled YoY to about US$10.24B, margins recovered sharply, and guidance was raised, showing operational momentum is strong.&nbsp; • With hyperscaler capex in “hyperdrive”, SMCI has tailwind visibility into 2027. Bear case • Governance discount remains. The company is not charged, but a co-founder and others were indicted over export-control violations, and an independent probe plus forensic review is ongoing.&amp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$ My view: I would not chase a 25% gap-up candle blindly, but I would not dismiss Super Micro Computer either. Bull case • AI server demand is very real. SMCI sits directly in the spending pipeline as a rack-scale integrator for NVIDIA and increasingly Advanced Micro Devices platforms. • Revenue more than doubled YoY to about US$10.24B, margins recovered sharply, and guidance was raised, showing operational momentum is strong. • With hyperscaler capex in “hyperdrive”, SMCI has tailwind visibility into 2027. Bear case • Governance discount remains. The company is not charged, but a co-founder and others were indicted over export-control violations, and an independent probe plus forensic review is ongoing.&","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/561629272293992","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561698697539736,"gmtCreate":1778165171885,"gmtModify":1778165220716,"author":{"id":"4240098430775092","authorId":"4240098430775092","name":"suzie khan","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240098430775092","idStr":"4240098430775092"},"themes":[],"title":"","htmlText":"Now is the good time to buy shared","listText":"Now is the good time to buy shared","text":"Now is the good time to buy shared","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561698697539736","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561329181381664,"gmtCreate":1778074971531,"gmtModify":1778123917765,"author":{"id":"4161823348136012","authorId":"4161823348136012","name":"Summertrades","avatar":"https://community-static.tradeup.com/news/291326ef26b8758df4730e9bd5b2f8c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4161823348136012","idStr":"4161823348136012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>Took profit post-market yesterday, damn it shot up after earnings. It's nowhere near prior highs of 50-60+, and my plan is to wait it out further. Still, SMCI is a volatile stock so I'm staggering some profit taking. If only to free up opportunity funds to buy more again if it dips.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>Took profit post-market yesterday, damn it shot up after earnings. It's nowhere near prior highs of 50-60+, and my plan is to wait it out further. Still, SMCI is a volatile stock so I'm staggering some profit taking. If only to free up opportunity funds to buy more again if it dips.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Took profit post-market yesterday, damn it shot up after earnings. It's nowhere near prior highs of 50-60+, and my plan is to wait it out further. Still, SMCI is a volatile stock so I'm staggering some profit taking. If only to free up opportunity funds to buy more again if it dips.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":1,"repostSize":18,"link":"https://ttm.financial/post/561329181381664","isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000170","authorId":"9000000000000170","name":"AdamDavis","avatar":"https://static.tigerbbs.com/7eb1cb09f8f55a20c6228dcc5f1ec806","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000170","idStr":"9000000000000170"},"content":"Nice move with the partial profit-taking.","text":"Nice move with the partial profit-taking.","html":"Nice move with the partial profit-taking."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561364049748960,"gmtCreate":1778083595577,"gmtModify":1778123917580,"author":{"id":"3566983804500254","authorId":"3566983804500254","name":"听见鸟儿的声音","avatar":"https://static.itradeup.com/news/16554f1e249c4a2a3f4296ba70a61549","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566983804500254","idStr":"3566983804500254"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> earnings play gone right","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> earnings play gone right","text":"$SUPER MICRO COMPUTER INC(SMCI)$ earnings play gone right","images":[{"img":"https://community-static.tradeup.com/news/28629c344427148232bcb440546e20a4","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561364049748960","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561336101380728,"gmtCreate":1778076739675,"gmtModify":1778145914057,"author":{"id":"3581938203401770","authorId":"3581938203401770","name":"AllanHSC","avatar":"https://static.tigerbbs.com/af1eca8549b3972a4d10d5f317b913b9","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581938203401770","idStr":"3581938203401770"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> wondering with professional advice&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> wondering with professional advice&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$ wondering with professional advice","images":[{"img":"https://community-static.tradeup.com/news/67fe43d0f24e39a4e1fdfc354d7cb144","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/561336101380728","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}]}