SMCI needs to file 10K in week ahead

or risk a possible delay in getting

the 1st quarter, 2025 filing out...

SMCI put out info for 1st quarter, 2024

on November, 1st, 2024, last year...

https://finance.yahoo.com/news/supermicro-announces-first-quarter-fiscal-201300306.html

SMCI needs to get the filing out and

double up the price,,,

need funding to buy VTLE probable dips

going into the election week...

VTLE starter on Friday...NOG added to

on Friday...still light weighted...

Gasoline price at pump now seems cheaper

than oil price before tumble started at

beginning of past week,,,

Oil companies reportedly bot hedges in big

waves in recent oil price spike for the

next year ahead...???...

Me?, would still max out hedging on the

natural gas production more than oil...

peons only have peon ideas though...

so we watch...LJ

Iran is prepping for 4 years of Democratic

control possibility again in U.S....

https://oilprice.com/Latest-Energy-News/World-News/Iran-Readies-New-Oil-Outlet-To-Bypass-the-Strait-of-Hormuz.html

Blinken has led charge to starve too

many folks in Gaza to be ignored

forever by those folks...

That is the guy up for hot seat if the

Republicans pull of a miracle...

Investigations of Blinken ignoring data on

Israel and still funding them gets no

review if Dems maintain control...

Ahhh, the webs weaved we watch...


China, Saudis, and Iran have a cooperation

pact in anything that ends up happening...

China sub companies control the Iraq oil

industry that U.S. taxpayers are still paying

interest on to fund opening them up...


so we watch...LJ

TSM eeked out U.S. $10 Billion profit quarterly...

https://finance.yahoo.com/news/nvidia-stock-tests-record-high-105610641.html

Guided for growth to maintain pace...

TSM is the largest holding of retail

investors in the Taiwan market,,,who

bot heavily in the past drawdown of tech

prices over a month ago...

SMCI board needs to get the 10K filing

out and put the short blast in the past...


so we watch...LJ

fuel demand dropped and PR pumped up by

institutions like you said it would be...

WTI around 1.90 entry was on watch too,

but they also pumped it up today...

maybe op-ex Friday is for call buyers

this month...naaahhh...

could still see some reality on Friday...

China is getting all the cheap oil they want

from Iran now,,,

and China has built up their SPR if there is

a short term rise in oil price...

U.S. exports are at whim of world economy

without the built in war demand...

so we watch...LJ

U.S. net oil imports dropped about 7 million

barrels in latest weekly report on a week

to week basis,

U.S. oil exports Well below year ago level...

with lower demand and strong oil

production...

https://ir.eia.gov/wpsr/overview.pdf

line item...fuel ethanol showed small

weekly build with lower refinery activity

and lower gasoline inventory reported...


so we watch...LJ

Sweater or not folks like it, it's cool in Dixie...

summer just flew by...

tropical activity is modeled for low

expectations thru end of month for

any U.S. mainland impacts...

it stays warm in Caribbean later in

the season into November though...


so we watch...LJ

Probably have a President from India soon...

And them Indians know how to buy

cheap fuel...

https://oilprice.com/Latest-Energy-News/World-News/Indias-Imports-of-Russian-Crude-Oil-Continue-to-Climb.html

So gas prices could drop more later...

She might have checked black on the

candidate application to try to get more

votes, but most likely it is only the Media

that is checking that black box...


so we watch...LJ

If a storm in Atlantic gets up near tropical

storm status by the time it reaches

around Puerto Rico, then it should

start guiding itself north thru a gap

east of Bermuda out in the Atlantic...

If that stormy area stays weaker then it

could keep drifting east toward Central

America...

Long shot is the stormy area in Caribbean

that will move west over Central America,

If it then got pushed north back into

the western edge of Gulf of Mexico....

A real long shot like Milton was...

No models are expecting that at this time...


so we watch...LJ

SMCI gapped down from $77ish area

after last quarterly earnings release...

the lapse in margins was blamed...

Company CC had statements that said

that SMCI had about 600 million of revenue

delayed into next quarter on parts delays

that hurt margins to a degree...

All the other gap down info out there is

from the prepositioning of the short attack

and after it was initiated...

for those keeping score at home...


so we watch...LJ

Oil price could be 40/bbl by election day

if it keeps dropping at same pace

as last Two days...

Holiday on Monday didn't see any

selling in oil companies with the

oil price getting weaker...


so we watch...LJ

FSM, acting like gold from colored countries

isn't as good as Canadian gold...

either picked wrong horse or it

could gap up to play catch up...


muted expectations for tropical activity

toward U.S. thru about mid part of

next week on current line of sight...

hard to guess much further out than that...


so we watch...LJ

diesel at 3.29 or less now is good for

the fall harvest period...

someone has to use the diesel to

make up for lower trucking activity...

wait for Friday to see what the value

price may be for oil companies...

op-ex Friday's can show case pricing...

so we watch...LJ

Gold,,, Biden sending U.S. troops to Israel

is to bolster the war more before

the elections...

old school politics...

https://www.cnn.com/2024/10/14/middleeast/thaad-missile-interceptors-israel-defense-intl-hnk-ml/index.html

And the warS propagated under Democratic

party leadership for almost 4 years are why the

world economy continues to Contract...

Different countries lower trading with other

countries to retaliate and it creates a

down spiral in economies worldwide...

If Republican control doesn't take over

then there will never be an Audit of how

much of U.S. Weapons Deposits of Billions

of dollars may have been used by Israel...

That is enough incentive to try to sway

elections anyway possible...


so we watch...LJ

SMCI is targeting 15% of DLC market in

Ai server growth...

They are smart enough to accept that

the Big Boys, Dell, Microsoft, HPE, and

etc. will get their shares of market...

What if lil old SMCI exceeds their own

growth targets in the Ai server growth?...

That is an unknown for upside potential

in the future...

2024 overall market of over 200 billion in Ai

product area is expected to grow to over 600

billion by 2027, around 4 minutes in video...

SMCI also sells products for the Edge and

future inference needs...

Overall market potential should be bigger

than only the Ai server growth



so we watch...LJ

Economic retreat since Joe crowned bad karma

as nominee without voter approval

has accelerated...

Economy now appears in major retreat...

Dock worker labor bosses probably saw

the dropping cargo shipments coming when

putting those workers back on docks...

Major dive in energy use Across U.S. only

has one PADD disrupted by Milton...

https://www.gasbuddy.com/go/national-average-inches-up-following-oils-rise-demand-craters-after-milton

Around 8% drop in gasoline use is what

is showing in last week's station data...

Only drop in deliveries to gas stations in

Florida would show in One PADD only...


Sold PR late today on those numbers...

FED is no match for weaker economy if

a liberal attorney takes oval office...

Gold is a safe haven and not akey-fakey

betcoin built on pyramid scheme demand...

Money will rotate to Real if chit hits the fan...



so we watch...LJ

Current weather pattern is normal...

Hot, dry, drought conditions building over

southeast in September and October...

Caribbean is unsettled with rainy weather...

GFS over predicting strength and development

of storms in Caribbean is normal too...

GFS missed the area of development of

Milton and had it forming in Caribbean...

Milton actually formed from weather in the

far western corner of Gulf of Mexico...

More favorable upper level winds are what

allowed both hurricanes to intensify that

have hit Florida in 2024...

Front stalling above Georgia as the Helene

remnants moved there was terrible luck...

So we watch...LJ

my lil puts resting comfortably over the

long weekend...

do you realize that amount sounds

silly?...

can't explain it, but no price changes

show it is off book thingy of some type...


but, can't explain it...


so we watch...LJ

Gloom and despair to continue if control is maintained...

didn't say it, do you feel better?...

so we watch...LJ

Genocide by Israel recorded for history

is off topic under current leadership...

https://www.commondreams.org/news/media-coverage-of-gaza

Folks suffering after hurricanes in

U.S. should get the funding going to

back genocide by Israel...

every damn dime of it...

so we watch...LJ

welcome, SMCI needs to file 10K before Dubai

promo visit next week...

Gitex Dubai, 10/14 to 10/18...

so we watch...LJ

DOJ wants to know how in the hell is

Super Micro developing such intricate

new tech products so fast...

SMCI had 21% of float shorted or over 94 million

shares short as/at 09/30/24...

shorts increased by 8% in September...

https://finance.yahoo.com/quote/SMCI/key-statistics/

brave lil critters...downside is only 100%,

but upside could be unlimited...


so we watch...LJ

U.N. will have to drive Israel from Gaza

with troops if democrats take the

White House and Senate control...

https://www.reuters.com/world/middle-east/un-inquiry-accuses-israel-crime-extermination-destruction-gaza-health-system-2024-10-10/

The pro Jew tactic to keep wars going

is self serving for the democratic party

war machine in control...

That machine is still more powerful than

other forces in U.S. but loses ability to

steer policy with more Republican opposition...

Call the opposition Peep-Eye if it makes

folks feel better about it...


so we watch...LJ

Joe and bad karma have more cheap crude

flowing to India from Venezuela now...

Adding to all the cheap crude that

India buys from Russia...

https://oilprice.com/Latest-Energy-News/World-News/Vitol-to-Send-Venezuelan-Crude-Oil-To-Indian-Refiners.html

XOM got a down grade due to excess

production capacity in oil sector despite

all the powers to be rattling sabers...

All the oil sector companies that shut down

oil operations along West coast of Florida

spawned the temporary fuel out highlights

shown by media, And most could be back

on line and delivering again before many

get power back on at homes...


so we watch...LJ

netanyu, possible anti-Christ, and his funder

plot on Lebanon anihilation next...

https://www.cnn.com/world/live-news/israel-gaza-lebanon-war-10-10-24/index.html?t=1728537519264

How do Politicians in D.C. justify

to tax payers such blatant funding

to destroy property and kill innocents?...


Republicans need to focus on the real

spending problems going on, even

though many Oldies are in on it...

Escalation will never help!...


so we watch...LJ

2.3 million power outages,,,overproduced natural gas

in U.S. will see less demand there

for a few days to produce power...

https://poweroutage.us/

power outages will keep rising all night...

Milton is going into the sunrise and east

into Atlantic...

But it takes a long time for a storm as

big as Milton became to wind down...

And the extra powerful back side of Milton

due to interacting with the low and jet stream

is now showing that ugly side to...

Rainfall flooding has mind boggling numbers...

Milton, #13 of season, is proving unlucky...

so we watch...LJ

Sock Wars...SMCI battling big shorts everyday...

https://stocktwits.com/MrBullToYou/message/588476038

Stocktwats is actually running a Paid

Ad about shorts hammering SMCI from

boomburg that is many weeks old

when you access SMCI board there...

Has been since Monday rally day...

Big Shorts are Paying for that Ad...

Very cheap to hold One Put out of money

to hedge position daily...

Paid Ad hints shorts aren't thru yet...


so we watch...LJ

Now way in hell interest rates drop

with rebuilding needed in six

states in U.S. now...

Hope you didn't forget that Texas was

barreled over earlier in summer...

Voting is controlled by the State, yes it

can be extended anywhere needed...

Cancel funding to Israel now that is going

to destroy other countries and fund the

rebuilding in U.S. States...

That puts the Democratic War Party with

backs against the wall...


so we watch...LJ

Actually voting can be extended if the

tragedy of Milton impails enough

of the voting options...

up to 1/4 of Florida subject to potential

of mass devastation will be a qualifying

event for a voter extension period...

peon theory, so wait for the powers to

be to release that info after a reasonable

amount of hand wringing time is allowed...


Tax filing will also be extended for many

states affected by the hurricanes...

so we watch...LJ

Dem party has wars to fund, not relief...

or the FEMA funding would have

been adjusted earlier in year with

the higher hurricane storm forecast...

Too late to show up when the storm

starts coming after it hits...

It takes many months to plan and pre

build assets for storm relief...

wrong party with wrong priorities with

so many storms hitting...


calling bullchit on bad karma not knowing

that putin wouldn't be in Ukraine if Mr.

Trump had been in office,,,big lie on

campaign trail from Karmalor now...

so we watch...LJ

Punks pumping oil price...big API oil build

of inventory this evening after effects

from Helene are slowing things...

North Carolina had school systems

wiped out with other industry...

And Milton will slow some things

more until the event has time for

folks to get over it...

Punks pumping up oil price tonight are

new to see in this set up...

Opposite of what normally happens...


so we watch...LJ

25 ft surge?...Milton may be like the

dinosaur extinction event for folks in

Florida that get hit by the eye of Milton

and points up to 100 miles south of

the track along coastline...

Weather is Local...

Central Florida will see vast areas of

new swampy land created until the

surge levels go back down...

Some may have nothing to come

back to after the storm...

Tech era warnings are going to save

many folks that evacuate...

Katrina dropped to cat 3 and produced

20 foot storm surge after being a cat 5

storm, is the modern reference for Big,

storm surge potential from Milton...

Current storm surge numbers may be

too low at this time...

some NHC links to review...

https://www.nhc.noaa.gov/refresh/graphics_at4+shtml/212734.shtml?peakSurge#contents

https://www.nhc.noaa.gov/text/refresh/MIATCPAT4+shtml/082359.shtml?

https://www.nhc.noaa.gov/text/refresh/MIATCDAT4+shtml/082054.shtml?

https://www.nhc.noaa.gov/graphics_at4.shtml?start#contents

Key dig from latest Discussion...Back

side strength of storm may be higher

than normal after the storm starts interacting

with Low trough that is expected to help

lower the landfall intensity...

After the eye passes the next round coming

may be stronger than normal...layman's terms...

Milton, #13 of season, has exceeded the

expectations to this time...


so we watch...LJ

SMCI had local, natives buying on Monday

also because of weekend headlines...

https://sfyimby.com/2024/10/super-micro-computer-submits-plans-for-550-east-brokaw-road-san-jose.html

Those type buyers will hold more...

Had to save it for the back testing...

so we watch...LJ

A lot of profit taking in gold stocks

on Monday may have rolled into

orange juice futures...

like, like, orange juice isn't already

high enough...

rate drops seem low probability now...

so we watch...LJ

Florida will need power and running water

in many, many, many places before

folks worry about any voting...

Basics of like outweigh politics...

Market on Monday looked like market

makers had it propped up so that

insurance companies could sell and

raise money...

Milton blow up over weekend came fast

and unexpected to even veteran watchers...

Milton is projected to go to hell out

in the Atlantic on East track...

so we watch...LJ

SMCI had a better bounce day from gutter

area than it had had recently...

shorts may have their crayons and

drawing boards out tonight though...

If you understood the daily pr, please feel

free to explain it...

like how many GPU they have sold in

each of past 2 or 3 quarters...

As closely as I have followed it, the pr

just seemed oddly worded to me...

In other words, it went over my peon head...


so we watch...LJ

Milton may be going thru an eye wall

replacement cycle over night...

Eye became less visible...

And if it is, then the peak strength

could get back to 180 to 190 before

the turn gets it into worse climate

for the cane...

Seems hard to believe yet that this

storm will drop below around 140 mph

strength when making landfall...

That is why folks wait to see how the

models end up verifying...

Milton is 13th named storm of the

Atlantic season of 2024...


so we watch...LJ

Milton, Florida will be cut off from civilization

along the track path of eye of

storm and areas south of track

after storm has passed...how long

will be the unknown...

Intensity modeling is way behind on

today's models, GFS initialized about

60 points too high on the pressure for

the model run that came out today...

Milton has had unreal intensity growth...

next comes the spreading out phase

to affect more areas...

Wind damage in central Florida and south

of track path will have very high damage

impacts from wind, because, right now

forecasts show higher rain north of storm,,,

,//,which means that eyewall track and right

side of cane or south will have stronger

winds with less rain to slow down winds...

Gonna be some brutal power outages

to deal with...

Couldn't be much worse potential for storm

damage to imagine than what may actually

happen with Milton impacts...

Florida relocations could be high after

Milton landfall and track is over...

North to evacuate looks smart...


so we watch...LJ

PR, bot the puts on 14 for 10/18...

sold puts on 13 for PR already

have $14.45 sale locked in if

they get exercised...

sold put on 38 for NOG already

has 40.30 sale locked in if

they get exercised...

VTLE puts should perform the best

when these prices correct, but they

were still high priced today...

waiting on that entry...

FSM offered good prices to add at

on Monday...

Hyperbole from tech sector implies

that gold demand is still strong for

the real industry use for it...

guess we may see oil price correct

around 10% down after it went up

for some nutty reason again on Monday...


so we watch...LJ

Nuttiest day that I remember in the markets...

Milton will build seas with 20 to 30

feet wave heights...

Never had a rouge wave from a cane

drive storm surge into land...

Milton is approaching from a little

different angle than normal...

Milton will be a hurricane all the way

across Florida into the Atlantic...


so we watch...LJ