F3R

Congrats all, now keep an eye on $SMCI. $DELL AND $HPE servers are ok but adapted, $SMCI are IA native and green certificated. $SMCI revenue is the double of its marketcap and PE is low. Also JPMorgan says they will do 200B revenue soon.

The reason $SMCI keeps going up after hours is because it has native AI products, while $DELL and $HPE are still relying on legacy products that barely fit into the AI world and were never truly designed for it in the first place.

JPMorgan expects $SMCI to reach soon $200B in revenue, yet the company’s market cap is still only around $22B. $SNDK $MU $NVDA $INTC $SNOW $WD $ORCL

Now look $SMCI, value stock, low PE, 22B market cap with 44B revenue last fiscal year, 20% short interest, short squeeze is coming. SMCI DCBBS server are IA native, $DELL and $HPE are legacy HW trying to adapt to IA. $NVDA $INTC $SNDK $MU $SNOW, $AMD, $WD, $ORCL

$SMCI servers are AI-ready, unlike $DELL and $HPE with their old legacy hardware. $NVDA is a golden partner for Vera Rubin deployments and direct liquid-cooling server infrastructure.

Today confirms the bullish trend in $SMCI. They tried to push the same bearish sentiment they used against Intel, but it was impossible to stop this uptrend with a trailing P/E around 17–18, a forward P/E around 10–11, and a market cap of only $21B. msg 1/3

JPMorgan is already talking about a potential $200B revenue future, while this fiscal year $SMCI already reached around $40B. $SNDK and $INTC were 2025 opportunities, but $SMCI is the 2026 opportunity. msg 2/3

@sonofazraels_cr @RepNancyMace @ImBreckWorsham yes they have crafts and non human intelligence bodies

@RepNancyMace @ImBreckWorsham Crazy how this is coming out when support for Israel is at an all time low. It’s prep for a manipulation campaign. And the people that know enough to discredit it are getting eliminated…there are no aliens. And the people they can prove that are dead.

Who killed the scientists?

@DoucheBag168 This week’s uptrend has you cooked. Close your short, shortie, before you get absolutely steamrolled.

Why do people buy $SMCI ? execs there have committed fraud a couple of times and now more recently with the chips... like seriously? There are so many good companies out there to invest in... look I made money on $SMCI but I've stopped a while ago because I cant trust them.

Release the Epstein files and the UAP files. We can do both.

@MS1919s9315 @jukan05 TSMC US WON'T PRODUCE the advanced nodes of the company, just legacy nodes like N4 and N3 later

@jukan05 We don't need Intel in this day and age. TSMC's US factories are enough in the US. Give up your sovereignty.

Jukan's Commentary: The reason TSMC emphasized that A16 is HPC-exclusive is that implementing BPD requires a specific process step that must be performed during the wafer flip, and that step significantly degrades the heat dissipation (thermal spreading) performance of backside power delivery. As a result, chips fabricated on the A16 node inevitably become HPC chips that mandatorily require liquid cooling. No company has solved this issue to date. As SemiWiki experts have noted, backside power delivery provides larger performance gains in high-power/high-performance applications, while the gains are much smaller in applications like smartphone SoCs. TSMC’s philosophy is to provide every possible option to every customer, so they offer some nodes with BSPDN and others without it. (Samsung does the same.) In contrast, Intel lacks sufficient resources for developing its current nodes, so it has adopted an all-in strategy on BSPDN. They even layered multiple new technologies like 4-sheet nanosheets, but this consumed far too many resources in node development. Therefore, using a BSPDN-enabled node to fabricate a chip dramatically increases design complexity and is poorly suited for mobile SoCs. For this reason, several industry insiders have flatly stated that there is zero chance of Apple’s iPhone chips being produced on Intel’s 14A node.

@BBtrader42 back to 52

$INTC is so close to hit 44. Next will be 40 or bounce back to 52. Choose your option.

@elonmusk We need full disclosure now. Non-human intelligence, interdimensional beings, consciousness, remote viewing, and other abilities. Support hearings and whisteblowers protection !!

We cannot understand the true nature of the Universe, unless we question deeply. I want to know what is real, even if the answer is total obliteration of my consciousness.

WHERE DID THE EVIDENCE GO?

@DeItaone Easy, they need to use @intel node 18A and 14A

NVIDIA CEO: WHATEVER IT TAKES TO GET APPROVED IS FINE WITH US

@futureman1977 @Jukanlosreve What are you talking about? Intel 18A is better

@Jukanlosreve why is $NVDA involved?? Letting $INTC do your foundry is a production risk. They can't get out of their own way. Leave it to the professionals $TSM

Korean media reported that Intel Foundry is also in discussions with NVIDIA and Google. A semiconductor industry insider familiar with Intel stated, “The Intel board replacing former CEO Pat Gelsinger, a process expert, with CEO Lip-Bu Tan was aimed at opening the floodgates for large-scale orders in the Intel Foundry business,” adding, “The next few months will be a critical period in determining whether Intel can pivot its direction and reclaim leadership in the semiconductor industry.” $INTC

@ufoandpolitics This is dust or mosquitos lol, i believe in UFOs but this only hurts credibility

光体がユニークな点はたくさんあるんだけど、 ↓の動きが「いいね！」って思うと x.com/ufoandpolitics… その直後、繰り返し同様の動作を集中的に繰り返すんですよね。 x.com/ufoandpolitics… それでも信頼できるアカデミアに確認してもらわないと、ブラウン運動じゃないかという疑念は消えません

🚨🚨NEW FIRSTHAND UFO WHISTLEBLOWER Randy Anderson is a Green Beret and an American Hero. In March of 2014, he was taken to an underground facility at Naval Surface Warfare Center Crane in Indiana to a secure secret compartmentalized facility titled “Off World Technology”. He was shown an orb levitating above a podium and a "gauntlet" emitting holographic, hieroglyphic-looking text. This second object reportedly killed the person retrieving it. I have back-channeled with Navy contacts who say that while Wright Patterson reverse engineers the Air Force’s most exotic retrieved technology, Crane does this for the Navy. Randy also STILL occasionally works contract jobs at Area51 and has seen “electrogravitic” antigravity triangle-shaped craft flying around the test site. Randy’s credentials are beyond reproach: we have his DD214 as evidence of his service and his weapons training certificate from Crane proving he was stationed there. The implications of this interview cannot be overstated. Although in many ways (as he’ll admit), it begets more questions than answers. If anyone has had similar experiences or can add ANY insight on what Randy saw, please reach out to me or @UAPGERB (who introduced me to Randy) and is the best up and coming UFO researcher in the world right now. Go follow him. He’s going to be releasing some mind-blowing information in the coming months and years. On a final note, I want to say that I had to personally convince Randy to do this — he was reticent to come out at all and extremely vigilant around not doing or saying anything here for self-gain. In fact, there was a section of my monologue dedicated to discussing his deployments and sacrifice for the country on the battlefield — he wanted that taken out. If we get any blowback for this piece (which I’m sure we will), it should be directed solely at me. Full episode in reply below.

2024 was 🤯 @deel 🌎We're now the largest global, fully remote company in the world – with 4,500 team members in 104 countries 💰We sent $11+ billion to workers in 100+ currencies 🔨We shipped 1,100+ products updates Thanks to our team and amazing customers - Let's go 2025!