To The Moon

Now is the good time to buy shared

$SUPER MICRO COMPUTER INC(SMCI)$  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.&

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

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:

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

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

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

$SUPER MICRO COMPUTER INC(SMCI)$ 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.

$SUPER MICRO COMPUTER INC(SMCI)$  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.&

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

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

Now is the good time to buy shared

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:

$SUPER MICRO COMPUTER INC(SMCI)$ 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.

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

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