$SUPER MICRO COMPUTER INC(SMCI)$ 2023 revenue 7.1b. pe ratio 25. 2025 revenue 24-25b. pe ratio 14.56. pe ratio shouldn't be less than 20+ with this growth rate. this was priced for the future perfectly at 66 until trump crashed everything. with future eps estimate for 2026 of 3.66 pe ratio would be 18. this can go to 70 in the future
$Palantir Technologies Inc.(PLTR)$ PLTR has nothing to do with NVDA. in fact NVDA $ may go in to PLTR.. Far more growth potential and we KNOW Palantir will be getting many more DOGE contracts...this board is full of children. Palantir can still be a multi-bagger in the next 5 years. Nvda had its parabolic run...
$SUPER MICRO COMPUTER INC(SMCI)$ With earnnings 2 -3 weeks out theres some consensus it will be on 29 April considering its for period ending march it makes sense itll be at the end of next like most other ER's relesaed from this company, then theres also the 6th of May which also seems likely as its portrayed on trading view for that date. However getting to the point, I think we need to be getting our positions in order now considering either it will run or dump into earnings. I for one think it will run.
$Palantir Technologies Inc.(PLTR)$ The venture capital firm “Founders Fund” run by billionaire Peter Thiel just added a $4.6 billion late-stage funding, filed w SEC Friday with more to come. Palantir is a top holding. Can only put more buying pressure on PLTR. Meanwhile Palantir continues to become the AI resource of choice for military as well as commercial and government efficiency. I have never seen such a perfect trifecta. No wonder Thiel billionaires are buying more shares.
$SUPER MICRO COMPUTER INC(SMCI)$ Definitely good news today about the tariffs. I don't think we see a crazy 40% gain this week. I could be very wrong and I hope I am. But there are still some management issues that SMCI is slowly addressing. There is still the Q4FY25 revision of earnings on the low side of estimates. And maybe we can actually get those Q4FY25 earnings without any drama. Shorts and PUTS are still a major roadblock. And we have the unpredictable President. But us long will keep marching forward and taking advantage of the low PE.
$Palantir Technologies Inc.(PLTR)$ Market should rip tomorrow on the tariff exemptions. PLTR should benefit as well. More importantly, I fully expect large military contracts are forthcoming, and I fully expect earnings to match (or more likely beat), AND guidance will be more than encouraging. That is the key. The narrative will be more than bullish for growth. Next Oracle…
$SUPER MICRO COMPUTER INC(SMCI)$ I am thinking that SMCI will beat big and will rock all naysayers who are beating it down daily. This is an accumulate before earnings. Buy every dip as I can see it double in prices. Disbarring a recession of course which is still months away.
$Palantir Technologies Inc.(PLTR)$ The tariff nonsense hopefully subsides as Bessent takes control away from the lunatics Lutnick/Navarro. Still a lot of ground to recover. I had thought $135 by ER if Navy contract announced and Naz back to 20k. Just have to let the story develop.
$SUPER MICRO COMPUTER INC(SMCI)$ This pullback is not a bad thing. Another spike probably would have been shorted right at tip off. Now the bullish investors can have a better shot at holding support. Hopefully this continues to rally into next week. It’s worth at least $100 so it’s crazy undervalued.
$Palantir Technologies Inc.(PLTR)$ You either believe in a company or you don't. Stop trying to time the market. PLTR should be tariff proof and is still growing exponentially, likely even more so based on volatility of market and companies trying to be more financially efficient.Not to mention PLTR is the face of the US military and Trump loves military spending.