JC888
08-26 21:29
With 4 mins to go before Wednesday trading commences, US composite futures indexes showed that market is going to trend lower. 

This has a rub off effect on SMCI with the stock slated to open lower at -0.68% lower, compared to its Tuesday gain of +9.35%.

For myself, I will still just keep a watch over SMCI for now, perhaps until the actual DOJ trial is dropped or blows over.. What about you ?
@JC888：SMCI - time to Strike or time to Wait ?
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Comments

  • MR_Wu
    17:32
    MR_Wu
    Tuesday already priced in a chunk of the macro wobble, so minus 0.68% feels more like a technical fade. I care more about AI infrastructure demand than this open
    • JC888: 
      Hi, thank you for reading my post and sharing your views.  

      Unless SMCI is competing against its peers based on price points, giving it that edge.  

      Otherwise, if the federal lawsuit drags on, any logical customer will look for alternatives, just to avoid the potential legal fallout.  Agree ?
  • PeteLeacock
    17:32
    PeteLeacock
    If that DOJ overhang drags for years, this thing is hard to price at all. I care more about the event risk than one futures move
    • JC888: 
      Hi, thanks for reading my post and sharing your views.  What you mentioned, maybe true because DOJ has been so litigious - suing so many people under Trump's instructions. Ha, ha, ha...
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