To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ 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

$Advanced Micro Devices(AMD)$  If the 2028 estimate holds, and you apply a 50x multiple to that, it points to a share price around $1,500. The current multiple for AMD is roughly 175. UBS estimates for AMD: 2027 EPS around $19, which is roughly in line with consensus. 2028 EPS is seen at about $27.57, with Arcuri suggesting it could approach $30. Data center GPU revenue for 2027 is projected at approximately $44 billion.

$SUPER MICRO COMPUTER INC(SMCI)$ Already seeing bears complain about Charles. They're calling him a criminal, saying it's a scam, that he's making it all up. They don't really make 2B a quarter, apparently. According to them it's all lies.

$SUPER MICRO COMPUTER INC(SMCI)$ Crude is down over 6% and Nasdaq futures are up over 320 points. The macro setup looks good, so this could push higher.

$SUPER MICRO COMPUTER INC(SMCI)$ A 60 billion order backlog with margins in the 15-17% range. You can spin the past however you want, but looking ahead those are serious numbers that make this look extremely undervalued. I'm personally stacking while the shorts and bears are still running their mouths.

$SUPER MICRO COMPUTER INC(SMCI)$ The past several weeks gave deep-pocketed longs a chance to buy back cheap covered calls against their positions. From here, it looks ready to rip higher.

$SUPER MICRO COMPUTER INC(SMCI)$ Only the top 71 companies in the Fortune 500 make more than 60 billion in annual revenue. SMCI's backlog revenue from just one quarter is larger than the total annual revenue of 429 of the Fortune 500 companies. That's a pretty striking comparison when you actually stop and think about it.

$SUPER MICRO COMPUTER INC(SMCI)$  This company looks heavily undervalued to me. Good margins, massive sales, and a serious production ramp-up. The product is very deployable, scales fast, cheaper than competitors, and is super energy efficient. Most of the bad press just feels like manipulation and fake news. I think this could double, triple, or even quadruple from here.

$Advanced Micro Devices(AMD)$ AMD just landed one of its biggest AI wins yet. Anthropic plans to buy tens of billions of dollars worth of AMD AI servers powered by the MI450 GPUs, and AMD could invest up to $5 billion in Anthropic over time. It feels like more than just another partnership. To me, it's another clear sign that hyperscalers and frontier AI labs are actively building an alternative to Nvidia.

$Ondas Holdings Inc.(ONDS)$ shorts are covering huge right now.. tape s screaming.. one big block order and this would squeeze up. They're fcked! $Kratos Defense & Security Solutions(KTOS)$  $Red Cat Holdings Inc.(RCAT)$  $Unusual Machines Inc(UMAC)$  $Advanced Micro Devices(AMD)$