12/06/2024, SMCI granted Nasdaq extension to

allow time to complete late filings...

Extended until 02/25/2025...

https://www.otcmarkets.com/filing/html?id=18031289&guid=3ZY-knwqaje5h3h


SuperMicro can help make AI Cool...

https://www.supermicro.com/en/solutions/ai-supercluster?utm_campaign=SuperComputing%2724&utm_content=317739805&utm_medium=social&utm_source=facebook&hss_channel=fbp-160720263987353

https://fb.watch/wmaxRgKuue/


so we watch...LJ

SMCI above $50 should make that support area

then, with $46 as next support...

$60 or so resistance appears next key

area to watch for price action...

https://www.barchart.com/stocks/quotes/SMCI/interactive-chart

These numbers aren't from drawing lines

all over the charts...

A price that stock moves above can

become new support...

Previous price areas where the share price

made big drops from are resistance points...

Charts for rebound potential are actually

easier to watch with history as guide...

Peon thesis, as always...

Above $60 could become a squeeze area,

but most shorts have probably covered that

have any sense...

All the volume buying recently is big fundies

reloading with short covering too...

And that is what really builds price support...

so we watch...LJ

...HODL...$6 billion in 3rd quarter, 2024

on the calendar, was 1st quarter,2025

for SMCI...

Gotta get the time setting understood

to follow SMCI better...

Estimate until quarterly filing is released...

...HODL...


Media covered a blast campaign about

Satan at Proctor and Gamble in two different

decades, so short attacks on Wall Street

for profit are nothing new...


so we watch...LJ

SMCI, about 6 billion revenue in 1st quarter, 2025

versus about 5.3 billion revenue in

4th quarter, 2024...

Gross margin of about 13.3% in 1st quarter,

2025 is up from about 11.2% gross margin

in 4th quarter, 2024...

https://finance.yahoo.com/news/supermicro-announces-independent-special-committee-211500367.html

https://finance.yahoo.com/news/supermicro-announces-fourth-quarter-full-201800734.html

Forensic accounting firm from Georgia

found company results to be acceptable...

2nd quarter, 2025, 4th quarter 2024 on calendar,

guidance was reserved as company was

waiting for new Blackwell chips from Nividia

to start shipping to customers...

Late November saw Blackwell chip deliveries

start from Nividia to customers...

Liquid Cooling Server SYSTEMS are expected

to be vital for end users to use multiple

Blackwell chips in tandem for operations...

SMCI also serves AMD and Intel as large

sellers in the Ai sector deployments...

IBM is a strong player player in Ai chips

and Amazon Ai platform is staged to grow...

Many holders of SMCI during year end rebound

are likely to defer taking profits until 2025,,,

And opportunities are spread across the sector

in Ai growth to deploy rebound profits later

into 2025 for those that seek diversity...

SMCI being a strong company getting beaten

down in price so badly has evolved to a

decent rebound potential for the brave...


Peon thesis below...

SMCI sells their Ai Liquid Cooling Systems

at too low of margins considering the

extreme complexity in those systems...

SMCI Liquid Cooling Systems have about

600,000 parts in each one for the Hopper

chip deployments that use over 30 NVDA

chips in each one...

These aren't the old school servers that

typically sold at low margins...

Ai complex servers should be selling for

higher gross margins...

Which is ultimate upside potential when

the light bulbs go off in heads of Leaders

at SMCI, DELL, and HPE...


$70 or so is the gap down area from where

the bear attack really took hold on SMCI

for those keeping score at home...


so we watch...LJ

A better day Tuesday for SMCI than Monday

might surprise everyone but you

and I...

Most days I'm surprised anyway...

so we watch...LJ

$60 test Monday needs 300 to 400 million

volume to push the price...

https://media.stocktwits-cdn.com/api/3/media/695168/default.jpg

Late Friday news isn't good because it

gives sellers time to plan on holding

the price back...

Big fundies have algos that can generate

enormous volume to control price...

All those big volume buys on options for

last week are worthless now,,,so less option

holders will benefit from the news...

Volume has been much higher than

in past as the rebound has happened...

so we watch...LJ

SMCI at $48 reached about one times revenue

projected for 2025 of $28 billion in

the after hours...

Too many folks scared of it is still crimping

the valuation and share price...

lol, they should have turned off their tv

favs a few weeks ago...but some prefer

being spoon fed what others are selling...

so we watch...LJ

SMCI, around $58 appears next resistance area

to shoot for to breach...before $70...

Moving above 100 day moving average and

holding, draws technical watchers...$46ish...

https://www.barchart.com/stocks/quotes/SMCI/technical-analysis

Price breached the $46 area in after hours,

which was Previous Recent intraday high price

and should move to support if price moves

above there on Monday...

Strong after hours price hints that $48 price

resistance may get taken out...

Plenty of noise in chart from there to $58,

so there may be more...

https://www.barchart.com/stocks/quotes/SMCI/interactive-chart

$70 to $80 price area is likely where big

shorts set up before dropping price so hard,

so they aren't sweating yet...they have more

more money than cash_loot has time...

Please, Providence, bring back cash_loot

on stock twits on Sunday night...



so we watch...LJ

$61 was close before slander bear attack

was launched against SMCI...

Monday, 08/26, before actual bear attack

release on Tuesday, 08/27, saw heavy insider

trading selling ahead of the news...

Cliff notes for new DOJ coming in 2025 to

investigate hindenburg and Associates...

https://www.barchart.com/stocks/quotes/SMCI/interactive-chart

$67 price to start August, 2024 found heavy

selling pressure before SMCI reported lower

margin in 4th quarter...

Selling by insiders of info already knew that

a slander bear attack was coming ahead...

Rebound of margins for SMCI in 1st quarter

2025 found nothing but slander backgrounding

afoot and caused no price rebound...

Slam the SMCI price back up to around

$70 and let those short know how much

pain they inflicted on all of us holding...


so we watch...LJ

Watching for a hard shake with so

much good news priced in...

from trading view only...

volatile puppy on the leash...

so we watch...LJ

East coast gas prices will rise if Trump

adds 25% tariff on oil from Canada...

And it has no merit in helping North

America stay energy independent...

Trump is going into years of backlash

worldwide from the Biden policies...

Focus worry on something that could

be a problem for folks...

so we watch...LJ

$46 seems short squeeze trigger on SMCI

in the short term on No News...

$46 price will top the most recent daily

trading high on Monday, 12/03...

Short positions aren't scared of trading

pops with news to judge...

Good old fashioned buying moving a

price higher makes shorts sweat in the

cold now with nothing to judge...

https://www.barchart.com/stocks/quotes/SMCI/interactive-chart

Many retail holders may still have much

higher cost basis than current price...

Big fundies that dumped madly and drove

down share price have been buying back in...

Very surprised that Nasdaq extension wasn't

announced from company by Thursday, history

now, but maybe a quake delayed them releasing

any updates with home town fans distracted...

Still possible to see $52, $53, or so or higher

on Nasdaq extension news at any moment...

Anyone who hasn't seen SMCI replies to all

the malicious slander, and SMCI stating that

company numbers are credible and correct

couldn't read a billboard anyway...


Aside, several young gamers that I know

are now well paid coders or technicians in

the tech field...

Turning up high def on tech with SMCI in the

future thru their AMD biz connections won't

hurt any gamers feelings...

AMD new game program is sold out way

into late 2025, kinda over shadowed by all

the news that NVDA always gets...

SMCI and real gamers both know cooling...


so we watch...LJ

SMCI...go, cat, go...

SMCI headed to Memphis...

https://hoodline.com/2024/12/elon-musk-s-xai-to-expand-colossus-supercomputer-boosting-memphis-as-emerging-ai-hub/

SMCI, slander my name all over the place,

but don't step on my blue suede shoes...

https://hoodline.com/2024/12/elon-musk-s-xai-to-expand-colossus-supercomputer-boosting-memphis-as-emerging-ai-hub/

SMCI battle with Wall Street, around 2,400 jobs

in U.S. depend on SMCI winning

against the Wall Street manipulators...

Fake news on Friday by social media

punksters intensified the battle again...

so we watch...LJ

Yes, common sense, there aren't mice out there

creating all the trading volume in the

markets each day...

Big fundie traders are trading everyday...

And have pay bases on gains...

Friday is month end, so booking everything

higher is most probable expectation...


so we watch...LJ

SMCI closing above $38.41 on Friday will

give fundies highest closing price of

month to book at month end...

40 to start December and potential move

to 50 by month end would still give fundies

about 25% increase in December...

It won't be big money fundies holding

down the SMCI share price on Friday...

No reason for them to hold back any

positive sentiment at this time...

Year end bonuses need to be booked

sooner than later now...


so we watch..,LJ

SMCI $41/share at 1 times annual revenue

of $24 billion on valuation...

Blackwell chips are now moving...

SMCI $48/share at 1 times annual revenue

of $28 billion on valuation...

Doesn't matter where SMCI trades on valuation...

SMCI $82/share at 2 times annual revenue

of $24 billion on valuation...

SMCI $95/share at 2 times annual revenue

of $28 billion on valuation...

Raise your hand if you think that the big

fundies want to miss the valuation reboot

ahead with revenue growth if Nasdaq actions

remove them from the trading field?...


so we watch...LJ

https://www.nytimes.com/1985/04/18/garden/procter-gamble-fights-satan-story.html

SuperMicro showcases Nividia GB 200 system...

https://www.facebook.com/watch/?v=1099025121774293

so we watch...LJ

Get about 50 cent per gallon drop in

gas at pumps after Thanksgiving and

folks will be happy...

so we watch...LJ

SMCI should see new upsurge in biz for

liquid cooling servers for Ai in 2025...

Recent big buying volume could be

for a specific reason...

A large buyer may want to try and sway

Charles of SMCI to pass his President

position to someone they like...

That type potential change could see large

share bonuses in future go to whoever

was given the position if it changes...


Hindenburg and Associates short attack saw

DELL CEO benefit from higher sale prices

on stock sales....

[b[Dell disclosed that founder and CEO
Michael Dell sold 10 million shares at an average
price of $122.40 during September, good for a
whopping $1.22 billion. Furthermore, this recent
sale was only part of Dell's overall unloading of
Dell shares this year.

A crooked street may have many alleys...


so we watch...LJ

SMCI passed forensic audit done per the

info from special committee...

and changes were recommended...

could be a simple reason for payoffs of loans...

may have done IT biz with one or either

of the two banks...

may have a relative at one or two of the banks...

Easier to pay off loans than go thru more

paperwork for disclosure for the tedious

filings in either case...

Paying off loans reduces interest cost which

can benefit profit and shareholders...

so we watch...LJ

Canada got their pipeline to west coast completed

and is shipping more oil overseas

from there in 2024...

They may not want to get dragged thru

more Keystone flip flops...

More rich going to D.C. don't care about

tariffs raising prices for peon folks...

so we watch...LJ

SMCI potentially improves free cash flow by

paying off Cathay...

It frees up that 150 million in restricted

cash securing debt to help fund new

orders on Blackwell chip server orders...

SMCI has term loan with E.Sun bank in

Taiwan also...

Last time that I looked, NVDA had over

30 billion in U.S. T, Bills...

So, in theory, NVDA could extend credit terms,

if needed, to SMCI for their chip purchases

until filings are completed...

Pure guessing on my part, because SMCI

appears to have enough built up Inventory

and Cash to navigate buying chips and then

delivering servers and wait on those payments...

SMCI, and other tech companies, aren't dealing

with dead beats that can't pay because demand

for Ai products is still very high...

Actually thinking that SMCI had recently paid

of B of A loans before this, wasn't there a filing?

Cathay squeezed on terms after the filing delay

and now they are paid off...oh well...

Kinda like analysts at recent CC that had cut

price targets not getting any forward guidance

from SMCI...oh well...

SMCI has new Blackwell chips now to start

filling orders for customers...oh swell...

This guy had a previous video which detailed

SMCI more along with tsla in it...

VRT is selling at about 3 times higher

valuation rate on forward p/e projected...

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

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

SMCI has a Charles Liang as CEO...

VRT has Stephen Liang as Chief Technology

Officer...

https://finance.yahoo.com/news/data-center-trends-2025-vertiv-130000655.html

Charles Liang has a younger brother,

Steve Liang, at Ablecom...

Article link says that Coreweave was 21%

of sales at SMCI in 3rd quarter, 2024...

English translate, 1st calendar quarter...

https://english.cw.com.tw/article/article.action?id=3716

Charles other brother, Bill Liang, runs

Compuware Technology, Inc...

None of the relationships has Ever been

a damn secret anywhere..

Feeling like a born loser on this...

Of all the Liangs in all the gin joints in all

towns in all the world, we end up with

the Liangs with lower market Valuation...


so we watch...LJ

Revised expectations to $52 to $53 per share

in the next move up in price...

Around 50% higher than about $34

back test area on Tuesday...

SMCI went way too far over sold so it

can bounce above next resistance area

that folks are watching...

GOBS of cheap shares have been gobbled

up by folks that can hold them for rebound...

Looking for more upside move to kick in

again on Wednesday and Friday...

Friday is a Short day of trading...

so we watch...LJ

SuperMicro showcases Nividia MGX systems...

https://www.facebook.com/watch/?v=616311217726461

with advanced liquid cooling technology...

so we watch...LJ

SMCI , is there more short covering on the

back test pricing?...

how it is supposed to work on street...

so we watch...LJ

yes, Lucy, still keeping puts aligned against

held shares is maintained...

rolling up every 2 or 3 days lately and

taking loss on lower price sold...

Can't trust the market villains out there...

so we watch...LJ

SMCI goal is to get 15% of the liquid

cooling server market...

To mount AI chips, Supermicro’s AI servers
are required. Also, Supermicro holds just a
10% share in the AI server market, leaving
more room to expand the business

That 10% of market referenced is both the

air and liquid cooled market...

SMCI has bet a lot of their chips on increasing

production of liquid cooled servers...



so we watch...LJ

Oil price could be headed toward 60/bbl.

to start December...

Much of fuel to be used for Holiday

travel is already in tanks, auto/plane...

Record U.S. oil production won't slow

just because Holiday travel week ends...

Massive uptick in floating oil in storage

was reported this week...

Trump coming coming to push, drill, baby,

drill isn't anywhere near priced in yet...

Dems may want pull gas price way down

for Holiday season to set a low bar for

Trump to compete with...


so we watch...LJ

NVDA started delivery of new Blackwell chips

in November to customers...

SMCI has been going up since that

announcement at NVDA CC...

The press pre-billed it as needing liquid

cooling before that news...


so we watch...LJ

SMCI started shipping 100,000 GPUs, Ai chips, quarterly

in 1st quarter, 2025 ,quarter ended 09/30/2024...

https://finance.yahoo.com/news/supermicro-solidifies-position-leader-complete-130500573.html



so we watch...LJ

Don't give up seized ship is pirate code...

$42 to $44 on next day up as you

suggest as a target is decent...

The price number on moves higher

increase as percentage keeps repeating...

Always amazing how stocks move higher

by more amounts as up turns get set

in motion on them...

$40 options had huge volume on Monday,

and $45 and $50 had big volume...

https://www.barchart.com/stocks/quotes/SMCI/options?expiration=2024-11-29-w&moneyness=20

No rejection on appeal to Nasdaq in two

or three days last week seemed to ignite

the fundie big buying...only an observation...


so we watch...LJ

Was just sitting here pondering statistics...

Is a trading group smart enough to

drop the price in after hours and then

buy SMCX cheaper for another fanfare

day on Tuesday?...

Gonna save many on option entry prices

on Tuesday A.M. if price stays lower...

My own guess is a charge at $47 on

Tuesday with the momo in play...

so we watch...LJ

Oil price down , big oil down, mini oil up...

what does Ai say about that?...

so we watch...LJ

SMCI has $47 resistance target next to

attempt to break...

SMCI massive volume makes it appear

to be coming soon...

Those with shorts from $70 and above don't

want to give up all those gains...

This appears above retail action with the

very large volume daily...


so we watch...LJ

SMCI big volume from fundies acts like they

already have a copy of a Nasdaq

approval notice on their trading desks...

so we watch...LJ

Ai spellcheck points to 33 gap daily as

odd with no news...

been a fine day higher...

fundies turned it loose higher for retail

buying pleasure to start week...

so we watch...LJ