To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ No doubt in my mind that 'High Tech and AI' stocks are the place to be. Trump announced a privately funded program dubbed 'Stargate' which will provide $500billion in capital for the advancement of AI over the next five years. Companies like SMCI will benefit from this kind of private investment.

$NVIDIA(NVDA)$ When I see how well NVDA did in the Biden years.I can't wait to see it do even better under trump*That 4 year return will be tough to beat,But Big Orange can do it.Right MAGA?4 year return, lets see.

$SUPER MICRO COMPUTER INC(SMCI)$ once news of 10k filing is reported, I am expecting an exaggerated move on the price.I am buying like there's no tomorrow if price gets punished and I am selling another 30% of my holding on the way up.....then let it settle down and I will buy or sell whatever the market offers.....very hard to pick the very bottom and the very top and stocks NEVER go up or down in a straight line.

$NVIDIA(NVDA)$ Barclays analyst Tom O’Malley raised Nvidia’s (NASDAQ:NVDA) price target to $175 from $160, maintaining an Overweight rating as part of its 2025 outlook for the semiconductor sector. The firm expects 2025 to continue to be shaped by the divide between companies benefiting from AI and those that are not. Barclays remains selective in its AI stock picks, favoring those with proprietary serializer/deserializer technology, while being less optimistic about cyclical semiconductors, analog, PC, and handset stocks, noting that recoveries in these areas may take longer to materialize.

$SUPER MICRO COMPUTER INC(SMCI)$ Before Nvidia made its move, SMCI had already taken the initiative. SMCI is deeply bound with Moon Semi and is the sole agent. Their relationship is similar to that between Nvidia and SMCI Yesterday, in the dragon and tiger list, CITIC Securities liquidated its holdings, causing a plunge to the lower limit. Some people are optimistic while others are exiting. The stock is likely to rise.

$NVIDIA(NVDA)$ Nvidia's sudden increase in volume was somewhat expected, but delivery issues will inevitably affect the entire supply chain. First, the domestic supply chain must be involved; without its participation, it would be difficult to achieve rapid delivery on a global scale. Second, seizing the opportunity is crucial. Industry leaders in various component and sub-component sectors are more likely to secure orders due to their production capacity and brand recognition. Third, the process from expectation to actual implementation will take a long time and will involve continuous weeding out of suppliers. Fourth, this year's delivery is likely to fall short of expectations, but that won't stop short-term speculatio

$SUPER MICRO COMPUTER INC(SMCI)$ Let's not get ahead of ourselves. I agree post 10k this should return to a more fair value. I consider that to be closer to $60-$90 low/high which is fine if similar PE to peers, etc. It's not a crazy high margin business with hardware. With that said, could be some quick rise due to short squeeze but its not shorted that much, 14% or so I think last check compared to some names. I think we'll flow around $30 until that day the 10K is official and if positive/minor revised at most.

$NVIDIA(NVDA)$ after falling all themselves squealing to buy at or near the warm and fuzzy 150+ all-time highsboldly proclaiming nvda was headed far higherwhere were they squealing to buy at the much more savvy 130 pullback lows?hello? do you understand

$SUPER MICRO COMPUTER INC(SMCI)$ Longs on SMCI will prosper handsomely == Months ago I told you all that supermicro would have an extension approval -- now I tell you it will deliver by the February deadline.Dont listen to the Media -- They want your money along with the Shorts who believe a disgruntled hot head employeee more than the fundamentals of a fast growing promising company that has no rivals in the Blackwell cooling system.

$NVIDIA(NVDA)$ Over the past 8 years, the computational power of NVIDIA's GPUs has increased by 1,000 times. The restrictions on the export of AI chip computational power imposed by certain parties are really laughable, showing a complete lack of understanding of the development speed of NVIDIA's GPUs. Huang's Law is even more exaggerated than Moore's Law!This is also why I say that China must master EUV (Extreme Ultraviolet Lithography) technology. Major tech companies and research institutions should join forces, adopting market-oriented and shareholding mechanisms, to invest $100 billion to $150 billion, and spend 10 to 15 years to overcome this significant engineering challenge. Once China can manufacture EUV equipmen