To The Moon

On October 21, 2026, global memory semiconductor equities experienced a synchronized bullish rally, catalyzed by a dramatic, unexpected upward revision in revenue and earnings guidance from AI server infrastructure leader Super Micro Computer (SMCI). In this article, we would like to discuss what is the market reaction? why memory stocks are core beneficiaries? what are the risks & what to watch next? can investors still bet on memory stocks?which three memory stocks can investors look into betting in this rally? 1. Market Reaction: October 21, 2026 Catalyst The global memory market underwent a violent bullish re-rating on October 21, 2026. The spark was $SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer's (SMCI) unexpected preliminary quar

$MU$   On October 21, Micron Technology rose 3.12% in Pre-Market Trading, trading at $926.4199 per share, with turnover of $55.2743 million. The move aligns with fresh company developments pointing to both supply-chain strengthening and technology roadmap visibility. Micron said it plans to invest up to $3 billion to reinforce the U.S. semiconductor supply chain, including funding an expansion project at Indium Corporation’s Rome, New York facility. In return, Indium will enter into a long-term supply agreement with Micron for high-purity minerals, supporting domestic processing capacity for critical semiconductor materials. Separately, Micron is set to host a technology webinar focused

The AI chain finally gave memory investors something more tangible than optimism. Super Micro raised Q1 FY2027 revenue guidance from $14.5-$15.5B to $18.5-$19.5B after hours. Even more important, gross-margin guidance increased from 10.4%-10.8% to 12.0%-12.5%. SMCI surged more than 12% after hours, while Nvidia gained nearly 2% and semiconductor exposure strengthened. That combination matters. More AI server demand eventually means more GPUs, more networking and more memory. So is this finally the floor for MU and SanDisk? I think it strengthens the case considerably, but there is one important catch. 🟢 WHY THE SMCI REVISION MATTERS Look beyond SMCI itself. A revenue midpoint moving from roughly $15B to $19B is a huge change in expected server activity. If AI infrastructure demand were gen

$三倍做多半導體ETF-Direxion Daily(SOXL)$  [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

$Enovix Corporation(ENVX)$ remains a development-stage battery company whose valuation depends far more on product qualification and manufacturing execution than on current sales. Its second-quarter update provided incremental evidence that a high-energy smartphone battery can meet a major customer’s durability requirements, but commercial scale is still unproven. Enovix reported after the August 12 close for the quarter ended June 28. Revenue increased 21% year over year and 19% sequentially to $9.0 million, the fifth consecutive quarter of annual growth. Its GAAP loss was $0.20 per share and its non-GAAP loss was $0.13. Enovix’s official second-quarter release provides the results and programme updates. The most important evidence was technical

$Coherent(COHR)$ 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

$SUPER MICRO COMPUTER INC(SMCI)$   Super Micro Computer caught the market’s attention after releasing a preliminary fiscal fourth-quarter update featuring two extraordinary figures. The company estimated that gross margin would reach 15%–17%, dramatically above its previous guidance of 8.2%–8.4%. It also revealed that it received more than US$60 billion in new orders during the quarter, pushing backlog to record levels. However, expected revenue remained near the lower end of its US$11 billion–US$12.5 billion guidance range. Management also attributed the margin improvement primarily to a favourable customer and product mix. The market understandably celebrated the update. But I believe the most important question is no longer whether d

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.

$SUPER MICRO COMPUTER INC(SMCI)$’s July 21 preliminary update changed the market’s immediate concern from whether it could sell enough AI servers to whether it could finally earn reasonable margins on those sales. The company expects fiscal fourth-quarter revenue near the lower end of its previous $11.0 billion–$12.5 billion guidance. Ordinarily, that would be a disappointment. However, estimated GAAP and non-GAAP gross margin was raised dramatically to 15%–17%, compared with previous guidance of only 8.2%–8.4%. Super Micro attributed the difference primarily to a favourable customer and product mix. It also reported more than $60 billion in new fourth-quarter orders and said backlog ended fiscal 2026 at a record level. Super Micro’s preliminary u

$SMCI 20260724 26.0 PUT$ 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.

On October 21, 2026, global memory semiconductor equities experienced a synchronized bullish rally, catalyzed by a dramatic, unexpected upward revision in revenue and earnings guidance from AI server infrastructure leader Super Micro Computer (SMCI). In this article, we would like to discuss what is the market reaction? why memory stocks are core beneficiaries? what are the risks & what to watch next? can investors still bet on memory stocks?which three memory stocks can investors look into betting in this rally? 1. Market Reaction: October 21, 2026 Catalyst The global memory market underwent a violent bullish re-rating on October 21, 2026. The spark was $SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer's (SMCI) unexpected preliminary quar

The AI chain finally gave memory investors something more tangible than optimism. Super Micro raised Q1 FY2027 revenue guidance from $14.5-$15.5B to $18.5-$19.5B after hours. Even more important, gross-margin guidance increased from 10.4%-10.8% to 12.0%-12.5%. SMCI surged more than 12% after hours, while Nvidia gained nearly 2% and semiconductor exposure strengthened. That combination matters. More AI server demand eventually means more GPUs, more networking and more memory. So is this finally the floor for MU and SanDisk? I think it strengthens the case considerably, but there is one important catch. 🟢 WHY THE SMCI REVISION MATTERS Look beyond SMCI itself. A revenue midpoint moving from roughly $15B to $19B is a huge change in expected server activity. If AI infrastructure demand were gen

$MU$   On October 21, Micron Technology rose 3.12% in Pre-Market Trading, trading at $926.4199 per share, with turnover of $55.2743 million. The move aligns with fresh company developments pointing to both supply-chain strengthening and technology roadmap visibility. Micron said it plans to invest up to $3 billion to reinforce the U.S. semiconductor supply chain, including funding an expansion project at Indium Corporation’s Rome, New York facility. In return, Indium will enter into a long-term supply agreement with Micron for high-purity minerals, supporting domestic processing capacity for critical semiconductor materials. Separately, Micron is set to host a technology webinar focused

$三倍做多半導體ETF-Direxion Daily(SOXL)$  [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

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

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.

$Coherent(COHR)$ 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

$Enovix Corporation(ENVX)$ remains a development-stage battery company whose valuation depends far more on product qualification and manufacturing execution than on current sales. Its second-quarter update provided incremental evidence that a high-energy smartphone battery can meet a major customer’s durability requirements, but commercial scale is still unproven. Enovix reported after the August 12 close for the quarter ended June 28. Revenue increased 21% year over year and 19% sequentially to $9.0 million, the fifth consecutive quarter of annual growth. Its GAAP loss was $0.20 per share and its non-GAAP loss was $0.13. Enovix’s official second-quarter release provides the results and programme updates. The most important evidence was technical

$SUPER MICRO COMPUTER INC(SMCI)$   Super Micro Computer caught the market’s attention after releasing a preliminary fiscal fourth-quarter update featuring two extraordinary figures. The company estimated that gross margin would reach 15%–17%, dramatically above its previous guidance of 8.2%–8.4%. It also revealed that it received more than US$60 billion in new orders during the quarter, pushing backlog to record levels. However, expected revenue remained near the lower end of its US$11 billion–US$12.5 billion guidance range. Management also attributed the margin improvement primarily to a favourable customer and product mix. The market understandably celebrated the update. But I believe the most important question is no longer whether d

$SUPER MICRO COMPUTER INC(SMCI)$’s July 21 preliminary update changed the market’s immediate concern from whether it could sell enough AI servers to whether it could finally earn reasonable margins on those sales. The company expects fiscal fourth-quarter revenue near the lower end of its previous $11.0 billion–$12.5 billion guidance. Ordinarily, that would be a disappointment. However, estimated GAAP and non-GAAP gross margin was raised dramatically to 15%–17%, compared with previous guidance of only 8.2%–8.4%. Super Micro attributed the difference primarily to a favourable customer and product mix. It also reported more than $60 billion in new fourth-quarter orders and said backlog ended fiscal 2026 at a record level. Super Micro’s preliminary u

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

$SUPER MICRO COMPUTER INC(SMCI)$   Ignoring all the geopolitical issues, trump tariffs and SMCI shit news, $75 is a 2x-3x return from lows. Buybuybuy while we can! [Cool]  [Cool]  [Cool]   1. Key Inputs from the Latest Announcement • ⁠Q4 FY26 Preliminary Revenue: $11.0B (at the low end of $11.0B–$12.5B guidance). • ⁠Gross Margin: 15.0% – 17.0% (vs. previous guidance of 8.2%–8.4%). • ⁠New Orders Intake: >$60 Billion in Q4 alone, pushing backlog to record highs. • ⁠Share Count: ~580M to 600M diluted shares (reflecting recent capital raises). 2. Updated Earnings Power Model (FY2027 Run-Rate) Previously, Wall Street modeled SMCI as a low-margin assembler (~8% to 10% gross margins) producing t

Hello everyone! Today i want to share some technical analysis with you! 1 The longer the squeeze... 🍋 $SPDR S&P 500 ETF Trust(SPY)$ 2 It's been a minute since Silver showed some signs of life 👀 $iShares Silver Trust(SLV)$ 3 The past 3 trading days on $Ondas Holdings Inc.(ONDS)$ are the top 3 most active trading days in the company's history. In other words, each of the last 3 trading days saw more volume than was ever previously recorded in a single session. The market is taking notice as the stock sits -30% YTD. 4 Another insider snipe in the books 📚 $Robinho

$SUPER MICRO COMPUTER INC(SMCI)$  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

Noticed a major bank just upped its price target on $NVIDIA(NVDA)$  to $250. Saw a small after-hours move on the stock. It closed the regular session at $207.29, up 1.97% on volume of 106.5 million shares. This kind of news tends to give short-term sentiment a lift, even if the fundamentals haven't really changed. For me, the thing to watch is whether it can stay above $210. As for my own position, I'm still holding. My own target is around $220, and I'm keeping an eye on the $200 level as a risk control point. $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ 

I've already bought $475,000 worth of $SUPER MICRO COMPUTER INC(SMCI)$  and $Defiance Daily Target 2X Long SMCI ETF(SMCX)$ , along with some call options. I'm planning to buy another $356,000, looking at the strong earnings update. I'm not selling even at $90 because I think it could reach $110+ within six months. The potential for a significant short squeeze is something I'm watching.

$SUPER MICRO COMPUTER INC(SMCI)$ 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.

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