JJ
269 posts


Markets are STILL debating when the Fed will start cutting rates and how aggressive it will be. With the policy environment shifting, the question is: how should investors react?
Join @IBKR’s José Torres, @LindseyPiegza, & @Yardeni to find out how rate-sensitive sectors will behave as the Fed pivots, and which 5 stocks, funds, and sectors you can see profits from in 2024.
siliconvalleyims.com//workshop/2b97…

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Join dozens of market experts at the Silicon Valley Investment Masters Symposium, May 7-9, for keynotes, panel discussions, and workshops covering the topics investors and traders need to know for the markets in 2024 and beyond.
siliconvalleyims.com/?scode=062604
🧵Here’s what to expect:

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Join us Oct 29-31 at the Orlando MoneyShow/TradersExpo for dozens of hours of FREE investor education.
Upgrade your pass to get 75+ keynotes, workshops, & panels from top market analysts, as well as other perks that you can only get from MoneyShow!
conferences.moneyshow.com/moneyshow-orla…



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JJ retweetledi
JJ retweetledi

@MattWallace888 Yes, yes yes I would never vote for anyone else. He’ll win for the third time.🥰🥰😇😇
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$smci *Top analyst price target for next week..📈📉🚀 discord.gg/esjGarTsAZ
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@killakel02 @satymahajan Lucky I’m down 20% still and my $smci and $nvidia calls are down 90%
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Whew. Just saved my bloody ass account today. Thanks to @satymahajan ribbons. My damn account was down 15%!!! Chasing shit. Now I’m down 2.9 but out of money. Booooo
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$SMCI down $100 since mentioned and its been just over a month...
GIF
MDT 🥷@mattydaytrades_
Remember when $SMCI pre released ER a few weeks back and It ripped? Wonder if that was the move and now it get sold off on ER Just a thought I’m a big bull on the company itself but flow hot on this thang Did the ER move already happen ?
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@StockSavvyShay When do you think we will see green for SMCI?
Manhattan, NY 🇺🇸 English

Why I Initiated a Position in $SMCI: The Hidden Gem Transforming AI, 5G, and Cloud Tech? ☁️ 💻
Right at the heart of today's most transformative tech breakthroughs - be it AI, cloud computing, 5G, or edge computing - Super Micro Computer isn't merely catching the current trends; it's poised to revolutionize how we perceive data transfer speeds and the essence of digital efficiency. I've closely followed this company's journey and, recognizing its potential, have recently initiated a position in SMCI 🧵👇
First, let's talk about what SMCI does. At its heart, it designs and manufactures high-performance server and storage systems. But it's not just about crafting hardware. These systems serve as the lifeline for the digital age, driving advancements in AI, cloud computing, 5G, and expansive data centers. Ponder for a moment about every AI application you've interacted with, every time you've tapped into the cloud, or the promise and potential of 5G. Behind those experiences are servers and storage systems, and companies like SMCI are the master builders of this digital universe.
What strikes you immediately about SMCI is their collaboration with $NVDA. With Nvidia's leading-edge chip technologies in its arsenal, SMCI can rapidly deploy powerful, state-of-the-art solutions. Why would a business aiming for top-tier computational power want to start from scratch when SMCI stands ready, offering a master-crafted solution? It's no secret that aligning with industry giants can be a game-changer, and this partnership has been nothing short of transformative for SMCI. The evidence? Just take a look at their most recent earnings: a surge in revenues, expanding gross margins, and a noteworthy reduction in net debts showcase a company that's not only growing but doing so sustainably. Their partnerships extend beyond Nvidia, embracing ties with other tech behemoths like $AMD. This not only ensures they're always updated with the latest chip innovations but also positions them as one of the fastest in delivering top-tier server solutions to the market.
Another compelling angle to SMCI's growth story is their unique value proposition. In a world where businesses are constantly weighing the pros and cons of in-house developments versus external acquisitions, SMCI has introduced a game-changer: cost-effective supercomputers that render the idea of expensive in-house constructions obsolete. When businesses look at long-term value, SMCI's offerings are not just about immediate savings; they're about big-time reductions in operational costs over time. This approach is exemplified in their system built around Nvidia's L40S GPU, tailored specifically for AI applications in data centers.
SuperMicro is also subject to the whims of the tech industry's cyclicality and the broader economic health. Its reliance on key customers and substantial international presence exposes it to customer concentration risk and global economic fluctuations. But what caught many by surprise, and equally piqued my interest, was their ambitious $20B revenue goal within the next 2-3 years, as highlighted during their recent earnings call. Standing at the helm of multiple tech revolutions - AI, cloud computing, 5G, and edge computing - wielding its innovative 'Server Building Block Solutions' to carve a unique niche, the rewards absolutely overtakes the risk on this investment 🚀

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@ThatFinance_Guy @FedexSTi $NU is still up 93% YTD and $SMCI is still up 214% YTD, these recent pullbacks mean nothing to me, just buying opportunities for two stocks I hope to hold for the next 3+ years assuming the fundamentals remain strong
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