John FitzGerald
09-08

I'm more bullish now than I was last week. I plan to trade the dips with $Defiance Daily Target 2X Long SMCI ETF(SMCX)$  while holding a large core position in $SUPER MICRO COMPUTER INC(SMCI)$  that I don't intend to exit over the next 18 months. The short thesis looks over, and the news cycle seems to be turning in our favor. Over the next 12 months, I'm watching for $Dell Technologies Inc.(DELL)$ -like moves. Good luck to all.

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