U.N. will need troops to move Israel out

of GAZA similar to the past Bush

assembly of troops in Iraq...

https://apnews.com/article/un-guterres-gaza-israel-palestinians-ceasefire-bdd403003a4e005ea7ad2acf9072e552

This would appear more justifiable for

peace keeping force than Iraq was...

The level of suffering we are witnessing in Gaza is unprecedented in my mandate as secretary-general of the United Nations. I’ve never seen such a level of death and destruction as we are seeing in Gaza in the last few months.”

The war has killed over 40,900 Palestinians, according to Gaza’s Health Ministry. The ministry, part of Gaza’s Hamas government, does not differentiate between fighters and civilians in its count though it says about half of the dead have been women and children. Israel says at least 17,000 militants are among the dead.

This might change if Dems are voted out

of power in the U.S....

There are people in the U.S. that love

pets and don't approve of innocent

folks getting slaughtered...

herd em up for kill is slaughter...


so we watch...LJ

May be underwater literally before underwater SMCI

holdings ever see a 10K filing...

They have Tuesday left for me to

watch with a signal...

no signal, no pop up ads...

when it rains it pours...

https://www.investing.com/news/general-news/us-oil-firms-evacuate-staff-cut-drilling-ahead-of-storm-francine-3607778

so we watch...LJ

SMCI posting profit since 1990 may have

more credibility than short attackers...

https://financhill.com/blog/investing/is-smci-profitable

Just going with more logic than

emotion at this time...

Friday tested bottom support range around

385 to 400 area which should be reserved

for severe economic recession period...


So we watch...LJ

NOG, gulf well platform shut-ins could hit frantic

pace on Monday with new,

'oh chit, a hurricane' forecast

to possibly suddenly blossom...

Beaumont area of oil activity is in

early possible landing cone area,

which could possibly put a growing

intensity hurricane at landfall with a

heading to encounter or place oil

sector assets in Louisiana on right side

of the storm path...

Guidance is still early on where the storm

may make final heading...

Conditions are ripe to verify intensifying

tropical activity prior to landfall...


2.59/gallon gasoline top off on Sunday

afternoon at local Wally World....

A just reward for having to dodge so many

folks shopping on a Sunday afternoon...

Who have missed the memo on a slow

down in the economy...

Serious potential possibly brewing in

the gulf for mid week impacts...

probably should forget such cheap

gasoline prices next weekend...


So we watch...LJ

Market rally on Monday and Tuesday seems probable...

Would you want to go to a debate on

Tuesday night after last week's pitiful

week in the market?...

Might as well not show up if you are

with the control party now...

peon thesis, as always...

so we watch...LJ

SMCI is splitting 10:1 effective Oct. 1, 2024

that is from the Yahoo link...

https://finance.yahoo.com/quote/SMCI/

10 shares become 100 shares when a

10:1 forward split is done, and price generally

trades at 10% of recent days close...

$386 to $38ish post split at current price area...


$850 price target is the average of analyst

estimates shown on Yahoo...$85 post split...

$694 price target is the average of analyst

estimates on Market Watch from a bigger

pool to average from...$69 post split...

https://www.marketwatch.com/investing/stock/smci/analystestimates

Six analyst shifted to hold in past 30 days...

Trigger was delay of 10K filing for most analyst...

SMCI needs to get the 10K filing out Yesterday...

Recent video for fans on new Intel compatible product...

Haven't seen any big tech companies lower

their prospects for Ai recently while their

shares have been dropping...

HPE is down 16%+ since July after

reporting making more money...

bathwater is full of companies getting

tossed out right now...

SMCI needs to get 10K filing released...


So we watch...LJ

SMCI, an NAACP attorney handling any future

case to rebut hindenburg wouldn't

advise them to give any info out

other than public filings...

The insider trading dump on Monday

before hindenburg release should hint

that folks on the Street might need to

watched...

The big money Don't need any inside info

ahead of the public when they are down

grading the stock to follow the price...

Big server companies having trouble ramping

up production to meet Ai demand items is

the clue on customer reactions...

SMCI chose the already low pricing

strategy to gain market share as part

of a biz plan to try to capture more

service revenue in the future, where

the margins would be higher...

10K filing is needed, not chat time...


So we watch...LJ

HPE has gotten super cheap and has a

dividend coming up...

so we watch...LJ

U.S. gives grants to Intel, who then

decides to buy chips from TSMC...

Bear raid attacks on tech companies

with Asian leaders, etc, are picking on

the wrong decision makers, IMHO...

https://www.pcmag.com/news/intel-signals-arrow-lake-desktop-cpus-will-be-built-mainly-using-tsmc

It is pretty startling to see...


so we watch...LJ

VTLE should have cut a check to riverstone

for those roughly 2.8 million shares...

It was part of the Pricy acquisition in

late 2023,,,

when share price was $58 to $62 range...

VTLE diluted the company badly for a

high priced deal that impaired EPS big...

At $35 /share buy back price or less it

would have cost 96 million or less...

which versus an original $55/share valuation

would have saved about $56 million or more

of the original deal price...

which was worth more like $35/share then...

fans still having trouble swallowing it...

NOG might have bit on those shares at

around $32/share for part of the deal...

haven't seen anything from NOG mentioning

it anywhere though...


so we watch...LJ

Jackson missed a wide open #4 in the

end zone in final seconds...

Also didn't spike ball on 1st down

to have an extra play...

oohhhh, so close...

so we watch...LJ

VTLE has been the victim of friendly fire...

about 2.8 million shares sold out...

latest filing today...

https://www.otcmarkets.com/filing/html?id=17819856&guid=qnO-kFzzo57Oh3h

filing with October, 2023 info...

https://www.otcmarkets.com/filing/html?id=17044122&guid=qnO-kFzzo57Oh3h


so we watch...LJ

SMCI, anything so neglected should be squeezed...

so we watch...LJ

SMCI...AVGO boosts Ai revenue by 1 billion

for current quarter target...

"Broadcom's third-quarter results reflect continued strength in our AI semiconductor solutions and VMware," Chief Executive Hock Tan said in a news release. "We expect revenue from AI to be $12 billion for fiscal year 2024 driven by Ethernet networking and custom accelerators for AI data centers."

Broadcom's new target of $12 billion in AI chip revenue is an increase from its prior goal last quarter of more than $11 billion this year.

https://www.investors.com/news/technology/avgo-stock-broadcom-earnings-fiscal-q3-2024/?src=A00220

It sounds somewhat similar to the SMCI

target for revenue growth in this quarter...


don't tell those nasty bears until you

get your buying list completed...


so we watch...LJ

QQQ,,, SMCI is down about 53% since Nasdaq

100 announced plans to include SMCI...

07/12/2024...$909...
09/04/2024...$423...
minus about $486/share or about 53%...

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

https://www.nasdaq.com/press-release/super-micro-computer-inc-join-nasdaq-100-indexr-beginning-july-22-2024-2024-07-12

https://www.investing.com/news/company-news/supermicro-joins-nasdaq-100-index-amid-growth-93CH-3519454

SMCI lost over 13% from the 07/12/2024

announcement until closing of day being

added to Nasdaq 100 on 07/22/24...

07/22/24...$786 down from $909...

And that would make you wonder if you

were sold some hype...

But there are folks in index reviews and

doing share underwriting that most of

count on to be smarter than most of us...

So we wait to see if the bear attack crew

just had smarter folks than Wall Street...

Impatiently waiting too...


So we watch...LJ

the Star, oops, the Wall Street tabloids

must have their inside info on

dates for DOJ probe wrong...

https://finance.yahoo.com/quote/NVDA/?ncid=yahooproperties_peoplealso_km0o32z3jzm

so we watch...LJ

SMCI calls are cheap enough for cat herds

to buy and play them now...

hard to imagine not seeing a price

rally on SMCI from this set up...

No rally will mean that retail investors

have abandoned this play...

Which would be opposite of Street spin

of who is supporting the price now...

Chart to potential buy side on Monday,

9th, when first round of selling has had

30 days to clear out...

Fuel price drop is the back lighting that

can help lower shipping costs on all the

parts that SMCI has to buy and has been

squeezing their margins...peon thesis...


So we watch...LJ

agree on that, Kyiv could have been

hit at the range of the target,

which could make war end sooner,,,

big investors in companies making drones

for the two war fronts would see reduction

of income when the wars end...

that's the kind of slam article coverage

really needed out there, IMO...


So we watch...LJ

couldn't resist, half of where first buy was...

highly speculative, of course...

so we watch...LJ

Ukraine took a deadly hit from Russia on

Tuesday and oil price dropped by

a pretty decent amount...

https://www.cnn.com/2024/09/03/europe/ukraine-poltava-russia-attack-intl/index.html

Election year throws everything off

in how markets function...

It was a terrible loss of life, which came

after Ukraine advanced into Russia...

and it shouldn't have been unexpected

under those circumstances...

NVDA is trending down over night and

may tempt some to cover sold calls...

mid 90s testing a low below the recent

drop on NVDA looking possible...

NVDA would need to test 70 area to rival

the beating that SMCI shareholders have

had in past month...despicable...


so we watch...LJ

VTLE put out new investor presentation...

https://investor.vitalenergy.com/static-files/09e0804e-8df9-47af-a333-634eae16c7b4

page 9 starts hedging info...

About 58,000 bbls/day oil hedged at

about $77/bbl in 2nd half of 2024...

but they project up to 10,000 bbls. day

higher production than that in 4th quarter...

over 47,000 bbls day oil already hedged at

about $75/bbl in 1st half of 2025...

biggest gains will come in 2025 when VTLE

shows new WAHA hedges starting...

that should help a lot...

Oil companies prices tend to drift down

if the oil price is drifting down...

$60/bbl. WTI price may show its Ugly

head before election day 2024...


so we watch...LJ

hindenburg short attack posters stated that NVDA

would be next target in multiple posts

on the SMCI stocktwits board after the

attack was released...

hindenburg probably had good short gains

on Tuesday, attack Formal release date, and

mega short gains on Wednesday and good

short gains on Thursday...

looked like Insider Trading on Monday flop

of SMCI prior to Formal short attack release...

Giving them very good timing to roll shorting

profits off SMCI into short positions on

NVDA on Thursday prior to earnings...

All this ugliness started last week,,,

and now extends into this week...

Just using paid posters to allege ties

between SMCI and NVDA is enough

to lower sentiment...

and hindenburg knew like many others

that a DOJ investigation was ongoing...

hindenburg didn't have to put that out

in the daily comics section...

SMCI is expected to have revenue of

around 6 billion or more this quarter...

DOJ needs to find out if hindenburg and

Associates had more revenue than that

from the SMCI short attack...

And how much revenue they may have

in any short ventures that followed...

hindenburg and Associates may be a much

bigger shorting coalition than small

investors could ever imagine...

Jensen of NVDA will have a front seat

with DOJ to air any grievances on the

topic with them...

I'll bet you a dollar to a doughnut that

the happy Jensen in videos won't be

meeting with the DOJ...

AMD and Intel will be making bigger

entry targets into Ai chip market soon...

And distractions could impede NVDA...

SMCI and DELL have struggled to ramp

up server deliveries from the initial

NVDA surge of Ai chips...

An Ai chip surge that should expand with

more Ai chip choices...

SMCI doesn't need the short attack distractions

either from hindenburg right now...

Short attacks are also designed for lower

entry points for long term buyers...


Hindenburg and Associates needs investigating...



So we watch...LJ

Market going in toilet with 220 billion of t-bills

to be auctioned Wednesday and

Thursday of this week...

lol, will NVDA show their smutted face

at Gov't t-bill auction now?...doubtful...

many former t-bill buyers may pull in their

buying plans with DEM leading polls...

VTLE will move down if the market keeps

in a downtrend pattern, so planning buys

with patience seems brave now...

FED will increase their percentage of

ownership in t-bills if other buyers

don't show up...


so we watch...LJ

Tech companies may stop buying t-bills

with short attacks and their fans

circling the sector like vultures...

Short attack by hindenburg came on

heals of DOJ starting investigation

of NVDA...

Tough for tech company to not start

looking over their shoulders in the

current market environment...


And it makes it hard to keep the

share holders on stable footing...


So we watch...LJ

Israel shutting down to mourn no ceasefire

agreement to get hostages home...

https://apnews.com/article/israel-palestinians-gaza-hamas-war-hostages-hersh-netanyahu-29496f50a9b1740bd3905035ffd23052

Almost everything is shutting down but

the gov't propaganda media outlets...


So we watch...LJ

Georgia vs Alabama in two weeks kicks

off football competition...

Should be toughest game for Alabama...

Georgia also has to play Ole Miss

and Texas...

Texas weaker schedule has the tough

Georgia game on the schedule...

Ole Miss schedule has the tough

Georgia game on the schedule...

Texas and Ole Miss both expected to

be unbeaten when meeting Georgia...

Oregon and Ohio State play later in

season when both should be unbeaten...

Which could most likely be the top six

teams at year end regardless of ranking...

First week of season was softest that I

ever remember seeing, so it will be about

three weeks to see what other team may

emerge as a potential contender...

A really weak Florida team should help

boost ticket sales at Miami for awhile...

So that type change keeps the economic

boosts rotating in college football...


Miller Man and Boston Butt Light Man

love tail gating season...


So we watch...LJ

Notre Dame over ranked, Texas,A&M no quarterback...

N.D. may have no teams with

winning records left on schedule

for rest of season...

N.D. will be #1 choice to draw by eleven

other playoff teams at season end...

Texas A&M was #1 NIL spender on

players in 2021, which are now Seniors ,,,

and after four years of NIL aren't showing

a quarterback good enough to start in

SEC after all the big budget spending...

poor investment returns...


Notre Dame should have lowest opponent

ranking on schedule at end of 2024 when

they enter first year of twelve team playoff...

Will be a historic low opposition Record for

a team entering College Football Playoffs...

Could be a Record that stands for awhile...


So we watch...LJ

SMCI should pay Ernst time and a

half to work the Monday holiday...

They have the hindenburg cliff notes

that has moved billions of dollars...

And file the 10K early Tuesday morning...

It will really be disheartening if we find

out that Charles doesn't own a shovel

or hoe to plant any trees though...

SEC has the same cliff notes to check...

Doesn't sound like any Secret Agent Man

things to check out...

Who is at short stop, Wu is at second

base, and Who and Wu are brothers...

No one cares as long as they keep up a

good batting average and field without errors...


So we watch...LJ

Some folks may need to get out and

push to get this higher...

git-r-done...

so we watch...LJ

China growing Ai very fast while hindenburg

is allowed to lead a short attack

against a leader in Ai Implementation...

https://www.chinadaily.com.cn/a/202408/28/WS66ce8c2fa31060630b9255fc.html

That is typical reason U.S. can struggle

at times against China...

U.S. can't cry if they run of some of

the best and brightest...

And this is reason that some of the

biggest companies in U.S. stay private

and deal or hire relatives or friends of

relatives or make deals with them without

having to write a term paper...

so we watch...LJ

AP Top 25, going out on limb here...

at least 9 out of top 10 should

win in 1st week...

Texas A&M might upset Notre Dame...

gonna be hot on Saturday night in Dixie...

https://apnews.com/hub/ap-top-25-college-football-poll

so we watch...LJ

SMCI...Monday started with Insider Trading collusion

by folks in collusion with hindenburg

info before that release...SELL DUMP...

SEC has Monday as the easy day to

review to bring relief back to shareholders

of SMCI harmed by that Insider Info

Trading Collusion...

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

Tuesday saw selling on hindenburg release...

All the press sources sighted by Yahoo

Finance lined up with the gossip...

Star and National Enquirer had no press

as they rely on accurate sources that

can be verified for accuracy...

How many of those press companies had

pre downloaded hindenburg short attack

piece against SMCI on Monday?!...

Who had the Inside Info to trade on...

Wednesday saw the collusion reach mass

following by Non-Pros with Greedy Degrees

on Wall Street...a simple filing delay was

used by them to dump price even more...

Collusion of a Bear Attack of epic size was

seen this past week on SMCI on Wall Street...

Wednesday, Thursday, and Friday saw small

shareholders of SMCI selling shares of higher

priced companies and valuations to add to

positions of the cheaper SMCI then...

Wall Street didn't count on small shareholder

clowns being able to count...

And Wall Street biggies ended week with

lower positions and put option fun over...

Put options made gazillions for those who

ran the short attack on SMCI for the week...

In other countries, SMCI is guilty when

charged by the bear attackers...

This is the U.S. with a West Coast...

Those bear attack planning boards on

East coast are harder to see out West...


Innocent until proven guilty has no place

in the Crede of Non-Pros with Greedy

Degrees when they want to make money...

And the low regard of Wall Street dropped

a bigger notch in the past week...


So we watch...LJ

SMCI, agree, just got rid of that jinky

smcx in after hours...

easy way to lose money twice

as fast instead of with shares...

what happens in after hours is that...

Street still has bear in mind for SMCI

until the 10K filing is done...

put still protect folks' rears that hold

thru the bear raid storm...

which can be bot one day and sold the

next, and then bot again at lower decay...

in case the bears charge again...

this sho is ugly to watch...

but ya gotta learn from things...


so we watch...LJ

oh my, SMCI can't file 10K on time...

bear raid was correct on that...

wonder how they knew?!...

SMCX is not a listed company...

all joking aside, the mind boggling numbers

coming out of the Ai revenue in the

tech sector is hard to comprehend...


So we watch...LJ

SMCI could have filed the required late

notification filing early on Friday...

Just kinda stuck their noses up to

the bulls and the Bears...

lol, it is hard to understand how folks

with money do things at times...


So we watch...LJ

VTLE and NOG oil hedges aren't genius

during election year...

Had no power in 2020 after hurricane,

when the oil price crashed hard just

before election day...

Why wouldn't this year be Worse?...

VTLE already making money on hedges

thru end of year on oil future prices...

That is not the reason that pros push

folks to buy oil stocks...

So, you can sit back and slowly pluck

up cheaper shares if the oil price

keeps dropping...

Might as well get comfortable...

so we watch...LJ

no add, SMCI trading above 1,200 in September

would restore my faith...

A personal ban on owning U.S. listed

stocks started after SMCI reported

in their pr...

Short attack started just prior to that

and blew up on the Forewarned lower

lower margins about three months earlier

by SMCI pr...

Substantial Doubt of buying anymore shares

of any U.S. Listed companies at this time...

Broker has an account paying more interest

than DELL net earnings percentage, so

why buy some of the competition anyway?...


So we watch...LJ

WAHA negative pricing racket has gotten worse

in August in Texas even with a heat

wave and tight electric grid capacity...

That is a short term negative in the

energy sector...

Charging a company over $2/mcf to transport

their WAHA natural gas away is what

negative $2/mcf means...

Energy companies make bets against WAHA

to hedge against negative pricing...

The negating numbers on WAHA in August

have been lower than norm...

WAHA negative pricing problem is a problem

the U.S. energy sector faces that can help

keep oil production curtailed also...

picked up a wells fargo put pick on SMCI

but hoping it isn't needed, hopefully their

own biz has them feeling down...


So we watch...LJ

SMCI filed notice to review internal controls

closer after hindenburg launched

the short attack on them...

hindenburg was already likely betting on

some delay as the new auditor for the

10K should be more diligent...

SMCI 8-K gave no changes to stated

numbers presented for 2024 already...

Wouldn't you check your drawers if

someone behind you said that they

noticed a stain on your rear?...

So far it seems logical...

Wall street has had a day for more PUT

buyers after the hindenburg report broke

and are now positioned for weakness...

Now they are all cautioning on Hold until

the 10K is filed...

So they will win with price drop along

with hindenburg winning even more...

We know we watch a manipulated field...

play the put like circus leaders are saying

to do, while loading any cheap shares...

why would we buy now?...when all the

pros say HOLD?...

Charles of SMCI just seems fairly liked

across the bigger tech sector field...

Jenson of NVDA laughs and admits that

SMCI has helped them make more money...

Seems like the tech sector will ban together

against an attack on a company that is

integrated into the revenue cycle already...

sales should be okay, could get better...

Very tight margin for error from booking

orders for Ai and shipping them to allow

booking revenue is present right now...

SMCI CC detailed about $800 million of

revenue for 4th quarter was pushed into

current 1st quarter because of component

delays to allow shipping,,,Big Ai DLC Rack

System that SMCI is selling weighs almost

3,000 lbs. and has about 600,000 different

parts in each one, a shortage of certain

parts slows completion of the rack...

and they reduced margins because parts were

already expensed for those systems still in

inventory still only needing certain parts...

That type detailed admission doesn't sound

like a company trying to hedge ahead on

numbers in the books to me...

Call me a nut, I'll answer...

around minute 25 in video starts

detailing SMCI big Ai rack system...

None of the big tech companies want any

hitch in their revenue targets...

Which could move the sector down together...

Tech is smarter and more integrated than

Wall Street likes or gives them credit for...

Many bashers of SMCI are tagging NVDA

as next to be picked on...

Hello, U.S. Dollar, the Gov't doesn't want

NVDA to sell any T-bill holdings that they

hold if short attacks progress more...

hindenburg would have been hung in India

by their regulators after the short attack

there if they could have got hands on him...

or still be inside looking out...

that is who you are dealing with that caused

such a bad stir in tech land...

And it is a U.S. economy and job problem

until SMCI completes 10K filing...

Who you choose to root for is a totally

personal choice...

don't forget that PUT option...


So we watch...LJ

SMCI , good attitude from this poster...

https://stocktwits.com/NYBomba/message/584634289

might be a holding a wells fargo

put option pick in back pocket for

some good luck too, just in case...

SMCI has a lot of employees caught in

inference of negativity of the short attack

going into Holiday weekend...

Less than some big tech names have

laid off this year...

https://www.visualcapitalist.com/ranked-the-biggest-layoffs-in-tech-so-far-in-2024/#:~:text=As%20of%20May%2C%202024%2C%20the,the%20company's%20largest%20layoffs%20ever.

But still a lot of employees that could

be potentially affected...

Inference of negativity from a short attack

is further reaching than a share price...

Ai Inference must be taught better than

this Wall Street example...



so we watch...LJ