$SUPER MICRO COMPUTER INC(SMCI)$, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed

Buckle up, tech enthusiasts! 😎 Navitas Semiconductor ( $Navitas Semiconductor Corp(NVTS)$ ) just dropped a bombshell Q3 report that's sending shockwaves through the semiconductor world. Revenue clocked in at a solid $10.1 million, edging out FactSet estimates of $10.0 million by a hair. But hold the confetti – the stock plummeted 11% in after-hours trading, erasing gains and leaving investors scratching their heads. Why the nosedive? Blame it on weak forward guidance: Q4 revenue projected at a measly $6.75-$7.25 million, way below the $10.05 million Wall Street was banking on. 📉 Ouch! Gross margins ticked up to 38.7%, and adjusted loss per share hit -$0.05 right on target, but year-over-year revenue tumbled from $21.7 million. Factors like China m

Investor Michael Burry's fund showed in its latest 13F report filed with the U.S. Securities and Exchange Commission (SEC) that Scion Asset Management, which he manages, bought put options on Nvidia and Palantir on a large scale. Targeting$Nvidia (NVDA) $The put contract of about 1 million shares (notional value of about 187 million US dollars), and about 5 million shares of Palantir (notional value of about 912 million US dollars)-the two combined are about 1.1 billion US dollars, accounting for about 80% of the fund's disclosed holdings.Burry's move was interpreted by the market as his strong skepticism about the AI boom (especially Nvidia in the field of chip + AI hardware and Palantir in the field of AI software/data analysis).Nvidia shares fell

$Qualcomm(QCOM)$ is scheduled to report its fiscal Q4 2025 results after market close on November 5, 2025. The market consensus expects growth both year-over-year and quarter-over-quarter, with a strong focus on the company's diversification beyond smartphones. The sentiment is cautiously optimistic, driven by the company's recent strategic moves into the AI data center space and continued growth in its non-handset segments. Qualcomm (QCOM) Fiscal Q3 2025 Earnings Summary Qualcomm reported its fiscal Q3 2025 results on July 30, 2025, with performance generally hitting the high end of their guidance range, demonstrating the success of its diversification strategy amid continued, albeit slow, growth in its core mobile business. Key Segment Performan

$NVIDIA(NVDA)$   $Palantir Technologies Inc.(PLTR)$   Amazon Rallies to Record on $38B OpenAI–AWS Compute Pact Amazon shares closed 4% higher at a record after OpenAI signed a $38 billion multi-year capacity deal with Amazon Web Services, immediately tapping hundreds of thousands of Nvidia GPUs and securing room to scale through 2026. The agreement marks OpenAI’s biggest step away from Microsoft’s once-exclusive cloud, following the lapse of Microsoft’s preferential status and parallel cloud tie-ups with Oracle and Google. For AWS, the win bolsters momentum after >20% YoY growth last quarter and counters faster expansion at Azure a

TigerGPT Answer: ### Financial Forecast Data **Earnings Per Share (EPS):** - Forecast for Q3 2025: -$0.05 - Actual for Q3 2024: -$0.06 - Percentage Change: +16.67% - Significance: The improvement in EPS indicates a positive trend in the company's profitability, suggesting better cost management or increased revenue. **Total Revenue:** - Forecast for Q3 2025: $10,061,130 - Actual for Q3 2024: $21,681,000 - Percentage Change: -53.61% - Significance: The significant decrease in revenue suggests potential challenges in sales or market conditions, which could impact overall financial performance. **EBIT:** - Forecast for Q3 2025: -$11,640,000 - Actual for Q3 2024: -$12,747,000 - Percentage Change: +8.69% - Significance: The improvement in EBIT indicates b

The biggest theme across Nvidia GTC event & the $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ , $Alphabet(GOOG)$ & $Microsoft(MSFT)$ earnings was compute demand is exploding but power delivery struggles to keep up.That’s why the Nvidia’s 800V DC Alliance matters since it’s how the next generation of AI factories will run nonstop without blowing through energy budgets or cooling limits.The companies in this group are building that layer of the AI stack:1. $STMicroelectronics NV(STM)$ scaling SiC devices from EVs to data center energy systems2.

$Navitas Semiconductor Corp(NVTS)$  Navitas Semiconductor might not be a household name yet, but it’s one of those smaller tech companies quietly working on the kind of technology that could shape the future. The stock trades around USD 13–14 per share, and while it’s much smaller than the big tech names, its ideas are big. The company focuses on gallium nitride (GaN) and silicon carbide (SiC) semiconductors — advanced materials that are faster, more efficient, and more compact than traditional silicon chips. These chips are becoming crucial in electric vehicles, renewable energy systems, and even the power supplies behind AI data centers. Financially, Navitas is still in the early growth phase. It made around USD 83 million in revenue last y

$NVIDIA(NVDA)$   $Palantir Technologies Inc.(PLTR)$   Key Points OpenAI inks $38B AWS pact, Amazon hits record: OpenAI shifts compute to AWS’s Nvidia GPUs, diversifying beyond Microsoft; AMZN rallies as the deal underscores hyperscaler capex momentum and AI infrastructure scarcity. Aramco beats on higher output amid soft crude: Q3 adjusted net income rose to ~$28B; OPEC+ plans modest December hike while pausing further increases in Q1, keeping supply guidance in focus against new Russia sanctions. Palantir raises outlook on AI demand: Q3 revenue topped forecasts with U.S. government sales up 52%; FY guidance and FCF outlook increased,

I would  love and  [Smile]options handbook. can I buy one?

$SMCI 20260116 28.0 CALL$ 

Market is in tipsy correction 

please please please

short

$Navitas Semiconductor Corp(NVTS)$ Still bullish on Navitas! NVTS is building a solid base here. Just waiting for a catalyst—strong earnings or a design-win—to ignite the move. My thesis holds strong; patience will pay off.