To The Moon

By the time you read this post, $Intel(INTC)$ share price might have staged a first phase recovery of sort. Looking at INTC’s pre-market index, it is poised to open higher on Wed, 16 Sep 2026 at +4.99% or $101.99 per share. (see below) Key Catalyst. It was reported in the media that SKHY is in talks with INTC about a deal that would see it manufacture memory chips on US soil for the first time, - according to 3 people familiar with the discussions said. Drilling down further, the potential playbook includes: SKHY would lease part of INTC's long-planned chipmaking facility in Ohio. SKHY could form a venture with INTC, along with major cloud firms that are keen to lock in memory chip supplies. SKHY is also opened to look at other ways to structure t

HBM4 Shortage: A Structural Supply Squeeze According to the Financial Times, the semiconductor industry is currently navigating its tightest DRAM market since 2017. (see below) This has been driven by an unprecedented reallocation of wafer capacity toward High Bandwidth Memory (HBM) for AI accelerators. Recent analysis indicates that finished DRAM inventories at industry leaders $Samsung Electronics Co., Ltd.(SSNLF)$ Samsung and $SK hynix(SKHY)$ have fallen below 10 days of supply, a critical threshold that signals a severe physical shortage rather than a typical cyclical uptick. This constraint is fundamentally structural - that is, the production of HBM4 consumes approx. 3x the wafer capacity of conven

$SUPER MICRO COMPUTER INC(SMCI)$ has quietly become one of the more interesting rebound stories in AI infrastructure. So far, shares are up +21.76% YTD, but stock is still down -21.46% over the past year as investors work through governance overhangs and margin whiplash. What market participants are underweighting, is what SMCI actually sells. Unlike NVDA, that designs the chips only and engages in circular financing, SMCI builds the full AI factory around them, a total solution in short, giving it a one-stop infrastructure moat. This includes: Rack-scale servers. Direct liquid cooling. Switches, storage & deployment services. The $60 Target. Given the striking disconnect between SMCI’s YTD and past 12 months, 24/7 Wall St strongly believe SMC

$SUPER MICRO COMPUTER INC(SMCI)$ has quietly become one of the more interesting rebound stories in AI infrastructure. So far, shares are up +21.76% YTD, but stock is still down -21.46% over the past year as investors work through governance overhangs and margin whiplash. What market participants are underweighting, is what SMCI actually sells. Unlike NVDA, that designs the chips only and engages in circular financing, SMCI builds the full AI factory around them, a total solution in short, giving it a one-stop infrastructure moat. This includes: Rack-scale servers. Direct liquid cooling. Switches, storage & deployment services. The $60 Target. Given the striking disconnect between SMCI’s YTD and past 12 months, 24/7 Wall St strongly believe SMC

$SUPER MICRO COMPUTER INC(SMCI)$ has quietly become one of the more interesting rebound stories in AI infrastructure. So far, shares are up +21.76% YTD, but stock is still down -21.46% over the past year as investors work through governance overhangs and margin whiplash. What market participants are underweighting, is what SMCI actually sells. Unlike NVDA, that designs the chips only and engages in circular financing, SMCI builds the full AI factory around them, a total solution in short, giving it a one-stop infrastructure moat. This includes: Rack-scale servers. Direct liquid cooling. Switches, storage & deployment services. The $60 Target. Given the striking disconnect between SMCI’s YTD and past 12 months, 24/7 Wall St strongly believe SMC

Replying to @HRHRHRHR:Hi, thank you for reading my post and sharing your views. Agree that for SMCI to hit the $60 mark is not a task. However, to maintain the stock at that level is a different story. Looking at SMCI's past 3 years performances, it hit the $60 mark on a few occasions. However, it was always touch & go. Hence for it to be a permanent fixture will require a bit of trust & confidence in the stock. It could happen too at most until March 2027, that's how I see it. Its ok to agree to disagree. Hee hee..//@HRHRHRHR:Dont think it needs to wait till 2027 to reach $60 again.

By the time you read this post, $Intel(INTC)$ share price might have staged a first phase recovery of sort. Looking at INTC’s pre-market index, it is poised to open higher on Wed, 16 Sep 2026 at +4.99% or $101.99 per share. (see below) Key Catalyst. It was reported in the media that SKHY is in talks with INTC about a deal that would see it manufacture memory chips on US soil for the first time, - according to 3 people familiar with the discussions said. Drilling down further, the potential playbook includes: SKHY would lease part of INTC's long-planned chipmaking facility in Ohio. SKHY could form a venture with INTC, along with major cloud firms that are keen to lock in memory chip supplies. SKHY is also opened to look at other ways to structure t

By the time you read this post, $Intel(INTC)$ share price might have staged a first phase recovery of sort. Looking at INTC’s pre-market index, it is poised to open higher on Wed, 16 Sep 2026 at +4.99% or $101.99 per share. (see below) Key Catalyst. It was reported in the media that SKHY is in talks with INTC about a deal that would see it manufacture memory chips on US soil for the first time, - according to 3 people familiar with the discussions said. Drilling down further, the potential playbook includes: SKHY would lease part of INTC's long-planned chipmaking facility in Ohio. SKHY could form a venture with INTC, along with major cloud firms that are keen to lock in memory chip supplies. SKHY is also opened to look at other ways to structure t

$SUPER MICRO COMPUTER INC(SMCI)$ has quietly become one of the more interesting rebound stories in AI infrastructure. So far, shares are up +21.76% YTD, but stock is still down -21.46% over the past year as investors work through governance overhangs and margin whiplash. What market participants are underweighting, is what SMCI actually sells. Unlike NVDA, that designs the chips only and engages in circular financing, SMCI builds the full AI factory around them, a total solution in short, giving it a one-stop infrastructure moat. This includes: Rack-scale servers. Direct liquid cooling. Switches, storage & deployment services. The $60 Target. Given the striking disconnect between SMCI’s YTD and past 12 months, 24/7 Wall St strongly believe SMC

$SUPER MICRO COMPUTER INC(SMCI)$ has quietly become one of the more interesting rebound stories in AI infrastructure. So far, shares are up +21.76% YTD, but stock is still down -21.46% over the past year as investors work through governance overhangs and margin whiplash. What market participants are underweighting, is what SMCI actually sells. Unlike NVDA, that designs the chips only and engages in circular financing, SMCI builds the full AI factory around them, a total solution in short, giving it a one-stop infrastructure moat. This includes: Rack-scale servers. Direct liquid cooling. Switches, storage & deployment services. The $60 Target. Given the striking disconnect between SMCI’s YTD and past 12 months, 24/7 Wall St strongly believe SMC