$SUPER MICRO COMPUTER INC(SMCI)$ If they were gonna flop, they'd have dropped the bomb last week. Key points: Q3 saw millions in dead inventory write-offs (that's the gross margin killer). Q4 margins should bounce back above 10%. Those delayed big shipments from Q3? Ninety days later they're sorted. Q4's $20B contract win is rocket fuel for guidance whether shipments started or not. This Q4 report's gonna crush it - placing my bets on an earnings beat.
If you are scared and did not buy any of $Palantir Technologies Inc.(PLTR)$ at its lowest (usd 7) and affected by those wet blankets calling it a meme stock or doom stock, then you will probably in deep regrets now.[Cry] Congrats to the master believers of PLTR (@Palantard SG ) - you are probably a retired millionaire now, as well as my fav investment guru @Adam Khoo for your strong conviction when the stock was still below usd 10. This stock is going to surpass everyone's expectation and can only soar further from here.[Miser] Buy when everyone thinks that the s