Super Micro Computer Inc (SMCI)

[littlejohn]

$68 is an area that can trigger a break out

after filings get completed...

Around $66 is next open gap to fill on

chart or about 38% above $48...

Around $55 is up about another 15%

from $48 which would complete mirroring

of previous November to December up move...

$46 to $48 buying accumulation could happen

over days before completing the $55 move...

That is looking at charts technically...


SMCI may have more intrinsic value as an

integral partner with NVDA in bringing the

newer Ai chips and products to market...

Hard to put a P/E limit on valuing that...

DELL has bigger worry than SMCI competition

in the low margin biz sector and stumbles if

they lose higher margin share biz...

Each has to choose their own comfort zone

of approaching hold risk in anything...

SMCI guiding for 5 billion to 6 billion of

revenue in current quarter is probably

grounded with orders in hand to complete...

Trend should be higher in next quarter to

reach the 23.5 billion to 25 billion revenue

target for fiscal year 2025 ending 06/30/25...

Hard to push a lot more chips on the table

to increase revenue over a quick time period

even if new, big orders fly in...

Takes time to build complex hardware support

systems for more demanding Ai systems...

We have seen worse days than Friday was...



so we watch...LJ