Super Micro Computer, Inc. ( $SUPER MICRO COMPUTER INC(SMCI)$ ) recently “announced” its earnings report, but in reality, what it released was a preliminary estimate rather than an official filing. Given its history of reporting delays, this move raises serious concerns about whether SMCI is playing for time again. At the same time, the company attempted to bolster investor confidence by unveiling an ambitious vision for 2026 revenue, which, given current industry dynamics, appears increasingly unrealistic. Let’s analyze whether this narrative can sustain the recent rally—or if it’s just a mirage. The "Earnings Report" That Wasn’t Really an Earnings Report On February 12, 2025, SMCI provided preliminary financial results for its fiscal second quar

Global Equity Markets 1. **US Markets**:      - The **S&P 500** rose 0.24% to a fresh closing high of 6,148.8, driven by tech resilience and optimism ahead of the FOMC meeting minutes. The **Nasdaq** gained 0.07%, while the **Dow** edged up 0.02% to 44,657.0, reflecting a cautious but positive sentiment .      - **Tech Sector**: NVIDIA (+3.4%) and Tesla (+5%) led gains, supported by AI-driven demand and strong earnings. However, Intel (INTC) and HP Inc. (HPQ) are showing bullish technical signals, with Intel’s 5dEMA crossing the 200dEMA and HP’s MACD turning positive .   2. **Asia-Pacific**:      - **Hang Seng**: Jumped 2.24%, driven by Alibaba (+8.6%) and Xiaomi (+4.8%) on AI optimism. The **Shanghai Composite** ros

The first week of the Year of the Snake saw a stellar performance in Hong Kong stocks, with the $HSI(HSI)$ rising 4.49% weekly, hitting its highest level since mid-October last year!"Sputnik Moment" for AIThe buzz around DeepSeek continues to grow. Marc Andreessen, the godfather of Wall Street venture capital, called it a "Sputnik Moment" for AI!For context, the "Sputnik Moment" refers to 1957 when the Soviet Union launched the first artificial satellite, Sputnik 1, shocking the U.S. and igniting a tech race.DeepSeek's emergence has shattered the U.S. blockade on compute power, making it possible for Chinese AI to surpass the U.S. This has stirred up the capital markets. Deutsche Bank released a report predicting that 2025 will be the year China ov

$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro has just released its latest quarterly figures, and the after-hours market reaction has been quite dramatic. At the time of article, the stock is up around 8% to 9%. However, earlier in after-hours trading, the stock had dropped by as much as 15%—possibly even lower—before rebounding. That’s a massive swing within just a few hours. Let’s dive into the good and the bad from this earnings report. Also, if you're wondering whether their 10-K filing has been submitted—no, it has not. Earning Overview This isn’t a finalized earnings report, but the company has provided preliminary figures. For the current quarter, net sales came in at approximately $5.6 to $5.7 billion, reflecting a 54% year-over-year growth

Hello, Tigers!On Monday night, U.S. stock index futures declined, while the dollar and gold rose, signaling that investors were pulling away from risk after President Donald Trump announced a 25% tariff on all U.S. imports of steel and aluminum. The demand for safe-haven assets briefly pushed gold prices above $2,921 for the first time on Tuesday. Meanwhile, Fed Chair Jerome Powell’s speech at this week’s Federal Reserve meeting has become a key focus for global investors.Currently, global market sentiment is highly sensitive, and many investors are feeling uncertain—concerned about the impact of tariffs but also hesitant to miss out on the ongoing tech boom.So, how should investment strategies be adjusted this week? Let's first analyze the key events:1.Trump Plans to Impose a 25% Tariff o

The SaaS sector may be the sector that benefits most from AI right nowThe first signs of strong performance in 2025 are already emerging, as the $WisdomTree Cloud Computing Fund(WCLD)$ , an ETF tracking the SaaS sector, is up 9.65% year-to-date, significantly outperforming $S&P 500(.SPX)$ which is up 9.65% year-to-date, significantly outperforming the $S&P 500 (.SPX)$ by +3.1% and the $ndxby 3.18%.This trend confirms the market's previous expectation of "AI penetration from hardware to software" - AI is shifting from underlying arithmetic support to actual business scenarios on a large scale, becoming an important driver of SaaS enterprise growth.