$三倍做多半導體ETF-Direxion Daily(SOXL)$  [你懂的]  

$SUPER MICRO COMPUTER INC(SMCI)$ has quietly become one of the more interesting rebound stories in AI infrastructure. So far, shares are up +21.76% YTD, but stock is still down -21.46% over the past year as investors work through governance overhangs and margin whiplash. What market participants are underweighting, is what SMCI actually sells. Unlike NVDA, that designs the chips only and engages in circular financing, SMCI builds the full AI factory around them, a total solution in short, giving it a one-stop infrastructure moat. This includes: Rack-scale servers. Direct liquid cooling. Switches, storage & deployment services. The $60 Target. Given the striking disconnect between SMCI’s YTD and past 12 months, 24/7 Wall St strongly believe SMC

The recent 19% single-day surge in $SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer (SMCI) stock, accompanied by a synchronized rally across optical module providers (such as Coherent, Lumentum, Applied Optoelectronics, and Inno light), underscores a critical dynamic in financial markets: the AI hardware narrative remains firmly in an aggressive growth phase. In this article we are going to evaluate capital distribution across the AI hardware value chain to address three central investment questions: (1) Who captures the highest-margin economic value from AI hardware expansion? (2) Does the current hardware cycle present sustained entry opportunities for long-term investors? (3) Will primary market leaders—specifically

For months, investors treated AI as an existential threat to software companies. The latest earnings reports offered a different possibility: companies with proprietary enterprise data and deeply embedded workflows may be able to charge for AI instead of being replaced by it. Salesforce surged 22.6%, CrowdStrike climbed 20.5%, while the iShares Expanded Tech-Software Sector ETF gained roughly 7.6%. ServiceNow and Palo Alto Networks also joined the rebound. Salesforce: Agentforce is starting to generate real revenue Salesforce reported fiscal Q2 revenue of $11.35 billion, up 11% year over year, and raised its full-year revenue outlook to $46.1–46.4 billion. The AI numbers attracted even more attention: Agentforce and Data 360 ARR approached $3.9 billion, up 210%. Agentforce ARR exceeded $1.

Internal Case Closed. $SUPER MICRO COMPUTER INC(SMCI)$ is moving past a major governance overhang after completing an independent investigation into an alleged $NVIDIA(NVDA)$ chip diversion scheme. On Thu, 20 Aug 2026, SMCI announced that the probe, led by independent directors Scott Angel & Tally Liu and conducted with Munger, Tolles & Olson and forensic consultant AlixPartners, found no evidence that current senior management knew about the alleged diversion scheme or any actual diversion of restricted products. (see below) The company also said it found no evidence that SMCI directly sold export-controlled products to known restricted parties or that its previously issued financial stateme

$Coherent(COHR)$ fiscal year 2026 fourth-quarter results were strong. Revenue, profit and next-quarter guidance all beat market forecasts. The debate has moved from whether AI optical demand is real to whether Coherent can add capacity on time and how much growth is already priced into the stock. Q4 revenue reached $2.046 billion, up 33.8% year over year and 13.3% quarter over quarter, passing $2 billion for the first time. Non-GAAP gross margin was 40.2%, up 2.15 percentage points from a year ago. Non-GAAP operating profit rose 62% to $446 million, while adjusted earnings per share grew 74% to $1.74. Profit grew much faster than revenue, showing gains in product mix, yields and pricing. Coherent fiscal year 2026 Q4 results Full-ye

PCT: Should You Invest In SMCI v1.0 : PCT = Pandas Coffee Talk. Whether to invest in Super Micro Computer (SMCI) depends on your tolerance for high risk versus high reward, as the stock offers a low valuation alongside heavy regulatory and financial controversies. Key factors include surging AI demand, massive order backlogs, and severe compliance risks. The Bull Case (Reasons to Buy) AI Demand: Massive market tailwinds driven by data center spending and strong partnerships with AI leaders. Record Backlog: Reported a massive order backlog exceeding $60 billion in new orders for the fourth quarter. Margin Expansion: Projected preliminary gross profit margins rose sharply to a range of 15% to 17%, beating prior guidance of around 8.4%. Discounted Price: Trading at a low forward price-to-earn

$SUPER MICRO COMPUTER INC(SMCI)$  The results are encouraging, but I would not conclude that the bear case has been fully disproven. The bullish arguments are compelling: Record Q4 orders suggest AI infrastructure demand remains robust. Improving gross margins indicate pricing pressure may be easing, rather than worsening. As a key NVIDIA GB-series server integrator, Supermicro is well positioned if hyperscaler AI spending continues. However, caution is still warranted: A near-20% one-day rally likely prices in much of the positive surprise. Investors will want several quarters of consistent execution, not just one strong update. The company still needs to rebuild credibility after its accounting and governance issues. Overall, this looks mor

$SUPER MICRO COMPUTER INC(SMCI)$  SMCI has faced numerous challenges including its auditors resigning and not able to lodge financial statements but came off flying high. I am very optimistic about its success.

$SMCI 20260724 26.0 PUT$ nice win!

$SUPER MICRO COMPUTER INC(SMCI)$ $Alphabet(GOOG)$  The company looks set to increase capex again. Stubborn shorts could be in for a tough time. There's no reason to panic yet.

$SMCI DIAGONAL 260821/260807 CALL 40.0/CALL 36.0$ Rolled to take advantage of the increase in prices 

$SUPER MICRO COMPUTER INC(SMCI)$ It's pretty clear to see which hardware companies are set to benefit from the massive bookings Super Micro just reported. The list includes names like Nvidia, Micron, SanDisk, Marvell, Vertiv, Broadcom, and others. It's likely Dell and HPE also have significant bookings from this trend.

$SUPER MICRO COMPUTER INC(SMCI)$ I'm looking at $Intel(INTC)$  and thinking it could move from the $20s to above $100 fairly soon.