To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ The AI server market definitely cannot be dominated by Dell alone, as Dell cannot handle such a large volume of orders. This is basic game theory. Therefore, as long as Super Micro Computer (SMCI) remains listed, it can still return to a 20x P/E ratio.

$NVIDIA Corp(NVDA)$ After listening to the insightful comments from the CEOs of Nvidia and SoftBank about the future of AI applications, I am filled with confidence. While last year saw a lot of hype around AI applications in media and other sectors, the focus in the future will truly shift to performance. AI agents will likely become a major investment focus going forward.

$NVIDIA Corp(NVDA)$ NVDA looking near temporary peak due to massive valuation making it the most valuable stock in the entire market.Apparently a lot of investors, institutional and private, feel that the glass ceiling is hard to break, and it may crash on any slight hint of insecurity. We may be seeing a lot of trades within a trading range in the coming months.It may take a little longer for the massive valuation to be fully digested before another big jump coming along.

$SUPER MICRO COMPUTER INC(SMCI)$ This is going higher, who would of thought it that Nvidia doubled in size from a year ago. SMCI an important and reliable parter to Nvidia. You dont drop good friends who have made you billions, because they face some adversity. Remember both CEO's come from the same background, same language, culture. Chinese cultire has strong loyaty traits and you never drop a good friend who helped you make millions, its bad karma.

$NVIDIA Corp(NVDA)$ nvidia basically blew past all estimates, with a supply constraint. Not only hyperscalers can't get enough, even sovereign govt agencies of various countries are lining up to buy to build up their own AI capabilities. These are tax-funded and don't even need to make a profit a Google or a MSFT has to with their Capex. Just imagine you get a call from an IRS chatbot to do an AI-assisted tax audit. And then multiply that by 200 countries around the world.

$NVIDIA Corp(NVDA)$ Last super inflated false quarterly report before the crash of a lifetime. Shell companies buying boards and projected sales that are never going to happen. AI is real but more then 10 years away from taking everyone's job. To the moon... higher risk has to be rewarded with higher prices until something breaks

$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro just dropped some serious hardware at SuperComputing 2024, showcasing their latest high-performance computing solutions optimized for intensive workloads. Here's a quick rundown:FlexTwin: A new 2U 4-node system designed for max performance density. Supports both Intel Xeon 6 processors with P-cores and AMD EPYC 9005 processors. Can scale up to 36,864 cores in a 48U rack when fully deployed, perfect for financial services, manufacturing, and scientific research. SuperBlade: Offers up to 20 nodes in a 6U or 8U chassis, with support for NVIDIA GPUs per node. Optimized for high efficiency with shared resources reducing raw material usage. Features direct liquid cooling for top-tier

$NVIDIA Corp(NVDA)$ If the Blackwell's overheating problem was with the server (and not the chips) then Nvidia can work a fix in relatively short time. If it's the chip itself, that will certainly take a bigger time frame. Beyond that, the best secondary chips available  during this waiting period for a fix - for this huge kind of computing Are All Nvidia's.   If you're a long term investor like me, be patient - this is a great company,  Jenson will fix the overheating problem and shares will climb again. However that translates to a lower share price for this Quarterly. If you feel the need to quickly sell and grab another instant growth stock or convert to cash, then go for it. But whatever you, look

$SUPER MICRO COMPUTER INC(SMCI)$ The problem should fixed soon. There is already a third party accounting firm in place that reported there was not fraud from upper management and they just hired a major accounting firm for their revenues, the 5th largest accounting company in the world with 115,000 employees. SMCI came with a new product yesterday as well. Buy without you loose this incredible opportunity

$NVIDIA Corp(NVDA)$ Last night, news spread that Nvidia's latest servers are significantly affected by heat dissipation issues.This situation is a positive for Robo, considering the need for liquid cooling and the acceleration of the progress in optical interconnects.My view is that Nvidia and TSMC will push forward the progress of optical interconnects more quickly. As long as the leading players increase capital expenditure and promote industry trends, then Finisar's growth phase is about to arrive.Finisar's orders may soon see an explosion.