To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$  I'm not really focused on the day-to-day price swings. I'm watching the bigger picture and the larger move to the upside.

$SUPER MICRO COMPUTER INC(SMCI)$ That article was actually pretty useful. I thought things were turning around, but I hadn't realized traders were reassessing last week's upbeat Q4 update.

$SUPER MICRO COMPUTER INC(SMCI)$ Only being down 1.5% instead of down 4% makes it pretty clear that $60 is coming next.

$SUPER MICRO COMPUTER INC(SMCI)$ The pullback looks fake to me. No real volume behind the selling. Feels pretty easily manipulated. Volume came in at 28,452,097 against an average of 54,537,519. Market cap sits at 18.921B. And they just did 21B in revenue from June 6th to June 30th based on the preannouncement. Kind of ridiculous when you line it up. This is just some goofy nonsense. Like a mirage in the desert. Meaningless. I'm buying more.

$SUPER MICRO COMPUTER INC(SMCI)$ Goldman Sachs is old news. Mizuho just maintained Neutral on Super Micro Computer and cut their price target from $44 to $34. I guess $34 is fine, but I think earnings are going to be great.

$SUPER MICRO COMPUTER INC(SMCI)$ It is almost time. Make or break. Above 30.5.

$SUPER MICRO COMPUTER INC(SMCI)$ Shorts look like they're about to get completely wiped out here. A short squeeze feels almost inevitable at this point. I'm loading SMCX and SMCI calls in size. This is the kind of setup that doesn't come around often.

$SUPER MICRO COMPUTER INC(SMCI)$  I loaded up heavily on SMCI and SMCX. The setup here, from where I stand, is built around the $60 billion backlog and margins that have doubled. Some shorts seem to be pushing a fake narrative, likely because they see a squeeze building. I'm taking this as an accumulation phase.

$NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Invesco QQQ(QQQ)$ All this "AI is dead" talk... yeah, yeah. We'll see how that holds up once these earnings start rolling in.

$SUPER MICRO COMPUTER INC(SMCI)$ Notice how quickly the narrative is shifting. Just weeks ago, the conversation was dominated by old headlines and fear. Now the focus is moving back to what actually drives valuation: Record over $60B in new orders and backlog Gross margins projected at 15–17%, nearly double prior guidance Strong AI infrastructure demand from hyperscalers and enterprises Capacity expansion to support future growth As fundamentals improve, analysts and financial media are starting to revisit their assumptions. That's often how major re-ratings begin — not all at once, but as the market starts paying attention to improving execution instead of stale narratives. The bears thrived on yesterday's headlines. The bulls are focused on