To The Moon

Last week, we saw $Skyworks Solutions(SWKS)$ plunge 23% after earnings, while $Pinterest, Inc.(PINS)$ soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations. This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!📊 Earnings OutlookHow do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally?

$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro has just released its latest quarterly figures, and the after-hours market reaction has been quite dramatic. At the time of article, the stock is up around 8% to 9%. However, earlier in after-hours trading, the stock had dropped by as much as 15%—possibly even lower—before rebounding. That’s a massive swing within just a few hours. Let’s dive into the good and the bad from this earnings report. Also, if you're wondering whether their 10-K filing has been submitted—no, it has not. Earning Overview This isn’t a finalized earnings report, but the company has provided preliminary figures. For the current quarter, net sales came in at approximately $5.6 to $5.7 billion, reflecting a 54% year-over-year growth

Here are the latest developments and outlook for Super Micro Computer, Inc. (SMCI) this week: Current Stock Information - Current Price: $40.94 - Market Change: -4.01% - Volume: 46.522 million shares traded - 52-Week Range: $17.25 - $122.90 - Market Cap: $23.973 billion Recent Developments Earnings Report: SMCI's earnings report was released on February 11, 2025. This report is critical as it provides insights into the company's financial performance and future outlook. Market Response: The stock has seen a decline of 4.01% in the current trading session, indicating some negative market sentiment following the earnings announcement. Analyst Rating: The average analyst rating for SMCI is 2.8, which suggests a "Hold" position, indicating that analysts are cautious about the stock's short-ter

Super Micro Computer (SMCI) has delivered another impressive earnings report, fueled by strong demand for AI-driven infrastructure solutions. As the semiconductor sector rebounds, the question for investors is clear: Will chip giants like SMCI, Nvidia, and AMD continue their upward surge? Let's break down the factors driving this rally and assess the potential for sustained growth. Earnings Highlights SMCI reported solid revenue growth, beating market expectations, driven by surging demand for AI servers and cloud infrastructure solutions. The company’s strategic partnerships with industry leaders like Nvidia have positioned it as a key player in the AI hardware revolution. Management's bullish guidance suggests continued momentum in the upcoming quarters. Why Chip Giants Could Continue Su

Yes, shoot up like rocket, exceed 20%. 

Hello, Tigers!On Monday night, U.S. stock index futures declined, while the dollar and gold rose, signaling that investors were pulling away from risk after President Donald Trump announced a 25% tariff on all U.S. imports of steel and aluminum. The demand for safe-haven assets briefly pushed gold prices above $2,921 for the first time on Tuesday. Meanwhile, Fed Chair Jerome Powell’s speech at this week’s Federal Reserve meeting has become a key focus for global investors.Currently, global market sentiment is highly sensitive, and many investors are feeling uncertain—concerned about the impact of tariffs but also hesitant to miss out on the ongoing tech boom.So, how should investment strategies be adjusted this week? Let's first analyze the key events:1.Trump Plans to Impose a 25% Tariff o

🚨🚨Global Equity Markets 11 Feb  US Markets   - **S&P 500**: Flat near 6,000 amid mixed sentiment. Tech stocks (Nvidia +3%, AMD +2%) rebounded on AI optimism, offsetting tariff jitters. Resistance at 6,123.30; support at 5,923.40 .     - **Nasdaq**: Gained 0.8%, lifted by semiconductor stocks. **Boeing** (-2%) lagged on FAA safety concerns, while **Apple** (+1.5%) rose on iPhone 16 demand .     - **Dow Jones**: Fell 0.3% as industrials (Caterpillar -4%) slumped on weak global machinery demand .   Asia/Europe     - **Hang Seng**: Jumped 1.8% on Alibaba (+5%) and Tencent (+3%) gains, shrugging off US-China trade tensions. Key resistance at 22,000 .     - **Nikkei 225**: Dropped 0.6% as yen strength (USD/JPY 15

The SaaS sector may be the sector that benefits most from AI right nowThe first signs of strong performance in 2025 are already emerging, as the $WisdomTree Cloud Computing Fund(WCLD)$ , an ETF tracking the SaaS sector, is up 9.65% year-to-date, significantly outperforming $S&P 500(.SPX)$ which is up 9.65% year-to-date, significantly outperforming the $S&P 500 (.SPX)$ by +3.1% and the $ndxby 3.18%.This trend confirms the market's previous expectation of "AI penetration from hardware to software" - AI is shifting from underlying arithmetic support to actual business scenarios on a large scale, becoming an important driver of SaaS enterprise growth.

I prefer $SUPER MICRO COMPUTER INC(SMCI)$

It's time for small caps lol

yesss it will be super super super super super super super super bullish n yummy n powerful n we all can benefit from it 

Hopefully SMCI will beat Estimated revinue. 

مينتشووظزوعهةة

Here is what my AI model has given for today’s daily watchlist. Appreciate your support and do leave me a comment if you have any questions. $SUPER MICRO COMPUTER INC(SMCI)$ $BigBear.ai Holdings(BBAI)$ $CrowdStrike Holdings, Inc.(CRWD)$ We can discuss there and lastly, appreciate a LIKE and Share from you. Appreciate if you could share your thoughts in the comment section what do you think of today’s watchlist .@TigerStars @Daily_Discussion @Tiger_Earnings

The semiconductor sector has shown signs of recovery, with ON Semiconductor (ON), Super Micro Computer (SMCI), and Semiconductor Manufacturing International Corporation (SMIC) recently reporting earnings. As demand for chips stabilizes and new growth drivers emerge, traders are asking: Can the semiconductor industry sustain its rebound? Let’s break down the earnings highlights and factors shaping the outlook for this critical tech sector. Earnings Highlights ON Semiconductor (ON) Strong demand for automotive and industrial applications supported revenue growth. The company's focus on silicon carbide (SiC) technology for EVs positions it well for future growth. Management provided optimistic guidance for upcoming quarters despite supply chain challenges. Super Micro Computer (SMCI) Benefiti

$SUPER MICRO COMPUTER INC(SMCI)$ will be reporting its fiscal Q2 2025 results on 11 Feb after market close. We saw SMCI shares surged last Friday (07 Feb) which extend gains ahead of its earnings update. It was up more than 5% in late Friday session, this helped it to become one of the best-performing stocks in S&P 50 despite all eleven S&P 500 sectors are in the red. SMCI comment on 05 Feb (Wednesday) that it is ramping to “full production availability” of its artificial intelligence data center solutions platform, which is “accelerated by the $NVIDIA(NVDA)$ Blackwell platform. But we will need to see more details. The consensus EPS forecast is estimated to come in at $0.61 higher than the same p

$SMIC(00981)$  target $65HKD

The Hang Seng Tech Index ‌$HSTECH(HSTECH)$  ‌ has been consolidating within the broader Hang Seng Index ‌$HSI(HSI)$  ‌since February 14, 2022 (Happy Valentine’s Day!). Last week, it successfully broke out with a strong upward move, clearly surpassing the consolidation range and closing above the 200-week EMA. Actions:  1. Holding Position ‌$BABA-W(09988)$  ‌$Alibaba(BABA)$  : I am not increasing my allocation to Alibaba, as I already hold a 25% position, and the RSI is approaching overbought levels. I am also not selling or considering selling covered calls. I am mentally prepared to stay

The first week of the Year of the Snake saw a stellar performance in Hong Kong stocks, with the $HSI(HSI)$ rising 4.49% weekly, hitting its highest level since mid-October last year!"Sputnik Moment" for AIThe buzz around DeepSeek continues to grow. Marc Andreessen, the godfather of Wall Street venture capital, called it a "Sputnik Moment" for AI!For context, the "Sputnik Moment" refers to 1957 when the Soviet Union launched the first artificial satellite, Sputnik 1, shocking the U.S. and igniting a tech race.DeepSeek's emergence has shattered the U.S. blockade on compute power, making it possible for Chinese AI to surpass the U.S. This has stirred up the capital markets. Deutsche Bank released a report predicting that 2025 will be the year China ov

SMCI surged 7.21% to close at $36.28, continuing its upward momentum in after-hours trading. This rally aligns with the company’s latest strategic advancements—full-scale production of AI data center solutions powered by NVIDIA’s Blackwell platform. Why SMCI Could Be a Strong Buy? 1️⃣ AI Infrastructure Leader: SMCI is expanding its AI server solutions, solidifying its position as a key player in the AI-driven data center revolution. As demand for high-performance computing (HPC) and AI workloads rises, SMCI stands to benefit. 2️⃣ Strong Market Momentum: The stock is up significantly in the past few weeks, with today’s rally reflecting investor confidence. The moving averages indicate a potential bullish breakout, with price action surpassing key technical levels. 3️⃣ Upcoming Business Upda

$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro has just released its latest quarterly figures, and the after-hours market reaction has been quite dramatic. At the time of article, the stock is up around 8% to 9%. However, earlier in after-hours trading, the stock had dropped by as much as 15%—possibly even lower—before rebounding. That’s a massive swing within just a few hours. Let’s dive into the good and the bad from this earnings report. Also, if you're wondering whether their 10-K filing has been submitted—no, it has not. Earning Overview This isn’t a finalized earnings report, but the company has provided preliminary figures. For the current quarter, net sales came in at approximately $5.6 to $5.7 billion, reflecting a 54% year-over-year growth

Super Micro Computer (SMCI) has delivered another impressive earnings report, fueled by strong demand for AI-driven infrastructure solutions. As the semiconductor sector rebounds, the question for investors is clear: Will chip giants like SMCI, Nvidia, and AMD continue their upward surge? Let's break down the factors driving this rally and assess the potential for sustained growth. Earnings Highlights SMCI reported solid revenue growth, beating market expectations, driven by surging demand for AI servers and cloud infrastructure solutions. The company’s strategic partnerships with industry leaders like Nvidia have positioned it as a key player in the AI hardware revolution. Management's bullish guidance suggests continued momentum in the upcoming quarters. Why Chip Giants Could Continue Su

Hello, Tigers!On Monday night, U.S. stock index futures declined, while the dollar and gold rose, signaling that investors were pulling away from risk after President Donald Trump announced a 25% tariff on all U.S. imports of steel and aluminum. The demand for safe-haven assets briefly pushed gold prices above $2,921 for the first time on Tuesday. Meanwhile, Fed Chair Jerome Powell’s speech at this week’s Federal Reserve meeting has become a key focus for global investors.Currently, global market sentiment is highly sensitive, and many investors are feeling uncertain—concerned about the impact of tariffs but also hesitant to miss out on the ongoing tech boom.So, how should investment strategies be adjusted this week? Let's first analyze the key events:1.Trump Plans to Impose a 25% Tariff o

Here are the latest developments and outlook for Super Micro Computer, Inc. (SMCI) this week: Current Stock Information - Current Price: $40.94 - Market Change: -4.01% - Volume: 46.522 million shares traded - 52-Week Range: $17.25 - $122.90 - Market Cap: $23.973 billion Recent Developments Earnings Report: SMCI's earnings report was released on February 11, 2025. This report is critical as it provides insights into the company's financial performance and future outlook. Market Response: The stock has seen a decline of 4.01% in the current trading session, indicating some negative market sentiment following the earnings announcement. Analyst Rating: The average analyst rating for SMCI is 2.8, which suggests a "Hold" position, indicating that analysts are cautious about the stock's short-ter

The SaaS sector may be the sector that benefits most from AI right nowThe first signs of strong performance in 2025 are already emerging, as the $WisdomTree Cloud Computing Fund(WCLD)$ , an ETF tracking the SaaS sector, is up 9.65% year-to-date, significantly outperforming $S&P 500(.SPX)$ which is up 9.65% year-to-date, significantly outperforming the $S&P 500 (.SPX)$ by +3.1% and the $ndxby 3.18%.This trend confirms the market's previous expectation of "AI penetration from hardware to software" - AI is shifting from underlying arithmetic support to actual business scenarios on a large scale, becoming an important driver of SaaS enterprise growth.

🚨🚨Global Equity Markets 11 Feb  US Markets   - **S&P 500**: Flat near 6,000 amid mixed sentiment. Tech stocks (Nvidia +3%, AMD +2%) rebounded on AI optimism, offsetting tariff jitters. Resistance at 6,123.30; support at 5,923.40 .     - **Nasdaq**: Gained 0.8%, lifted by semiconductor stocks. **Boeing** (-2%) lagged on FAA safety concerns, while **Apple** (+1.5%) rose on iPhone 16 demand .     - **Dow Jones**: Fell 0.3% as industrials (Caterpillar -4%) slumped on weak global machinery demand .   Asia/Europe     - **Hang Seng**: Jumped 1.8% on Alibaba (+5%) and Tencent (+3%) gains, shrugging off US-China trade tensions. Key resistance at 22,000 .     - **Nikkei 225**: Dropped 0.6% as yen strength (USD/JPY 15

$SUPER MICRO COMPUTER INC(SMCI)$ will be reporting its fiscal Q2 2025 results on 11 Feb after market close. We saw SMCI shares surged last Friday (07 Feb) which extend gains ahead of its earnings update. It was up more than 5% in late Friday session, this helped it to become one of the best-performing stocks in S&P 50 despite all eleven S&P 500 sectors are in the red. SMCI comment on 05 Feb (Wednesday) that it is ramping to “full production availability” of its artificial intelligence data center solutions platform, which is “accelerated by the $NVIDIA(NVDA)$ Blackwell platform. But we will need to see more details. The consensus EPS forecast is estimated to come in at $0.61 higher than the same p

The semiconductor sector has shown signs of recovery, with ON Semiconductor (ON), Super Micro Computer (SMCI), and Semiconductor Manufacturing International Corporation (SMIC) recently reporting earnings. As demand for chips stabilizes and new growth drivers emerge, traders are asking: Can the semiconductor industry sustain its rebound? Let’s break down the earnings highlights and factors shaping the outlook for this critical tech sector. Earnings Highlights ON Semiconductor (ON) Strong demand for automotive and industrial applications supported revenue growth. The company's focus on silicon carbide (SiC) technology for EVs positions it well for future growth. Management provided optimistic guidance for upcoming quarters despite supply chain challenges. Super Micro Computer (SMCI) Benefiti

Yes, shoot up like rocket, exceed 20%. 

Last week, we saw $Skyworks Solutions(SWKS)$ plunge 23% after earnings, while $Pinterest, Inc.(PINS)$ soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations. This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!📊 Earnings OutlookHow do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally?

The first week of the Year of the Snake saw a stellar performance in Hong Kong stocks, with the $HSI(HSI)$ rising 4.49% weekly, hitting its highest level since mid-October last year!"Sputnik Moment" for AIThe buzz around DeepSeek continues to grow. Marc Andreessen, the godfather of Wall Street venture capital, called it a "Sputnik Moment" for AI!For context, the "Sputnik Moment" refers to 1957 when the Soviet Union launched the first artificial satellite, Sputnik 1, shocking the U.S. and igniting a tech race.DeepSeek's emergence has shattered the U.S. blockade on compute power, making it possible for Chinese AI to surpass the U.S. This has stirred up the capital markets. Deutsche Bank released a report predicting that 2025 will be the year China ov

The Hang Seng Tech Index ‌$HSTECH(HSTECH)$  ‌ has been consolidating within the broader Hang Seng Index ‌$HSI(HSI)$  ‌since February 14, 2022 (Happy Valentine’s Day!). Last week, it successfully broke out with a strong upward move, clearly surpassing the consolidation range and closing above the 200-week EMA. Actions:  1. Holding Position ‌$BABA-W(09988)$  ‌$Alibaba(BABA)$  : I am not increasing my allocation to Alibaba, as I already hold a 25% position, and the RSI is approaching overbought levels. I am also not selling or considering selling covered calls. I am mentally prepared to stay

Here is what my AI model has given for today’s daily watchlist. Appreciate your support and do leave me a comment if you have any questions. $SUPER MICRO COMPUTER INC(SMCI)$ $BigBear.ai Holdings(BBAI)$ $CrowdStrike Holdings, Inc.(CRWD)$ We can discuss there and lastly, appreciate a LIKE and Share from you. Appreciate if you could share your thoughts in the comment section what do you think of today’s watchlist .@TigerStars @Daily_Discussion @Tiger_Earnings

I prefer $SUPER MICRO COMPUTER INC(SMCI)$

yesss it will be super super super super super super super super bullish n yummy n powerful n we all can benefit from it 

It's time for small caps lol

Hopefully SMCI will beat Estimated revinue. 

مينتشووظزوعهةة

SMCI surged 7.21% to close at $36.28, continuing its upward momentum in after-hours trading. This rally aligns with the company’s latest strategic advancements—full-scale production of AI data center solutions powered by NVIDIA’s Blackwell platform. Why SMCI Could Be a Strong Buy? 1️⃣ AI Infrastructure Leader: SMCI is expanding its AI server solutions, solidifying its position as a key player in the AI-driven data center revolution. As demand for high-performance computing (HPC) and AI workloads rises, SMCI stands to benefit. 2️⃣ Strong Market Momentum: The stock is up significantly in the past few weeks, with today’s rally reflecting investor confidence. The moving averages indicate a potential bullish breakout, with price action surpassing key technical levels. 3️⃣ Upcoming Business Upda