$SUPER MICRO COMPUTER INC(SMCI)$ The key to SMCI getting back to triple digits rest in execution. They have big hurdles and if they execute this could be $200 plus, easily. But they have to manage these huge orders coming in with build outs and get margins up for higher profits. Because they will have to spend money to expand.
$Palantir Technologies Inc.(PLTR)$ Today’s move wasn’t a breakdown, nope…it was a cooldown. Yup. 💪🏻 RSI bottomed under 40, bounced. Accumulation didn’t budge. Volume? Just enough to slap out a few impatient hands, not reverse the trend. We’re still hugging the 200 EMA like a loyal dog. This chart is coiling, not cracking. Shorts who saw -1.58% and started celebrating like it was 2021 — I get it, hope is important. But if you are fighting a stock that’s been grinding up all year, just printed a golden cross, and has AI and defense contracts for breakfast…I just don’t get it…. This company is awesome! Go get em!
$SUPER MICRO COMPUTER INC(SMCI)$ Would love to see SMCI back where it belongs, all the game playing bashers shorts have got to be on pins and needles dreding the market open tomorrow. My guess major short sqeeze at the opening bell $46.90 could run to 50 or higher in my opinion. A company that is rolling in over 4 billion a quarter and trading in the 30s is ridiculous. End of week SMCI will be crowding $55.00 - $60.00 even that is cheap when realistic value should be around $85.00 to $95.00
$Palantir Technologies Inc.(PLTR)$ Selling at market cap of $0 or $1.5T. Everyone points to PE ratio, but if they continue to scale at 30% YOY the PE goalposts will move with the company. Expect to be at 1T market cap and 200ish PE within the next 5 years. Guess we will see.
$SUPER MICRO COMPUTER INC(SMCI)$ Now when the dust settles with the Tariffs, its gonna become and old subject to talk about! SMCI and others will raise their guidance, stock will recover, shorts become longs. This is the game. Just be Patient! Never sell at these prices, good news going to come, sooner than later. Be strong!
$Palantir Technologies Inc.(PLTR)$ With China deal and good CPI, stocks are "safe" and back in play. Money is rotating out of Palantir and into Mag7 and other stocks that still need to recover to their highs. This is why we lagged the market yesterday and started dumping when CPI came out today. I have short term positions, so hope it keeps up with the market, but it would make sense to lag again.
$SUPER MICRO COMPUTER INC(SMCI)$ If Supermicro were to experience a rally above recent resistance with its relatively high short interest, the likelihood of a short squeeze would increase greatly. If so, this could lead to a rapid and potentially substantial increase in the stock price due to panic short covering.
$Palantir Technologies Inc.(PLTR)$ Palantir owns the "Ontology" field of AI Platform next to none, and probably will be say on the next 10 years at least or more. PLTR will make more business profit from it as client base grows and increasing renewal fees at the same time-IMHOIt's the same way Google own ad using "Doubleclick-AD" tech it bought in 2008, and leader in ad for almost 3 decades now. Same as "Atlas Ad" own by FB or META after it bought it from MSFT in 2013.
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has been stuck here for quite some time now, forming a formidable support, yet you say its going to stay here even longer. It may well be the case, however isnt that just a zero risk situation then, somewhere you can park your money, if it goes up cool thats a profit however if it doesnt then essentially what your saying is that Ill be able to cash out later on with no losses at this price. Makes sense to buy then right, because it has a higher upside than downside.
$Palantir Technologies Inc.(PLTR)$ Its hard to comprehend the purchasing power of the US Government at war. Unimaginable. Right now the AI war or AI race whatever you call it is that moment in time. Congress has already stated they will pull out all stops to ensure we prevail. Let that sink in. We are on top of the swale before the wave starts! Enjoy the ride!