To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ its funny that when stock price goes down, more shorts are coming out with their comments here and they are quiet when price is up! I feel AI momentum depend on spending from hyperscalers, which they do inspite of any economical downturn. They realized in covid that more servers are needed to support digital age, and especially for AI, they need more GPU servers. So adoption will continue at lower pace if economy is stalling, which is something we have to wait and see. so much panic in market now, and let the dust settle! SMCI is a leader in liquid cooled server market and in my opinion they will survive!

$Intel(INTC)$ With the tariffs hitting global supply chains, Intel is in a fantastic spot. They’ve been smart by ramping up production in the US, positioning themselves as a key player in the semiconductor game. And let’s not forget the new CEO is really turning things around. His vision is already making an impact, and it’s only going to get better from here. It might take some time, but once everything clicks, Intel could be a huge winner. I’m holding long and ready to be patient—this one has massive potential!

$SUPER MICRO COMPUTER INC(SMCI)$ I’ve got a good feeling about SMCI right now. With a 23.84% short interest, it’s really just a ticking time bomb waiting to take off. If the market brushes off those tariffs, this thing could really start ripping any day now 🚀. I’m watching closely because the upside potential here is massive. Worst case, we might see $65, but if it hits the best-case scenario, we could be looking at $175-$225. The risk-reward is looking solid, and it could really pay off if everything lines up. Definitely one to keep an eye on!

$Intel(INTC)$ I gotta say, this 32% tariff on Taiwan is a game-changer, and it's huge for Intel. I've been saying for a while that Intel’s decision to build more foundries in the U.S. was a smart move, but now with these tariffs, it’s even more solid. With the insane chip demand and the supply chain chaos, Intel is in the perfect spot to capitalize on this. Their Intel Foundry Services (IFS) are the real deal now, and it feels like a fresh start for the company which would propel the stock.

$SUPER MICRO COMPUTER INC(SMCI)$ When you compare $NVIDIA(NVDA)$ and SMCI, the difference in market cap and revenue is huge—Nvidia is at $2.68T with $130.5B in revenue, while SMCI is at just $20.33B market cap and $20.82B in revenue. But here’s the thing: even though Nvidia is the bigger name, SMCI could be the smarter play right now. The company is making moves with liquid cooling tech, which is huge with the rise in data centers and AI demands. Plus, SMCI is so undervalued at the moment—it feels like there’s a lot of upside potential if they keep executing well. And don’t forget about their bounce-back trend; the stock has shown it can recover quickly after dips. In my view, if

$Intel(INTC)$ After watching Intel Vision 2025 and listening to CEO Lip-Bu Tan, I think this is the most confident I’ve felt about INTC in years.He made it clear that under his leadership, Intel will be an engineering-focused company. His words were direct. “We have fallen short of your expectations,” he admitted. “I will pull together strong teams to correct the past mistakes and start earning your trust.”What stood out to me was how much he focused on culture. He wants to remove bureaucracy, bring back top engineering talent, and simplify the way Intel works. In his own words, “Bureaucracy kills innovation.”He also talked about empowering teams to move like a startup again. “Innovation starts with incubation,” he said,

$SUPER MICRO COMPUTER INC(SMCI)$ It’s definitely been on a downward trajectory lately, but market sentiment can shift quickly, especially when the fundamentals are strong. If Goldman Sachs' lowest price target is around $32, that gives us a bit of a benchmark to watch. If it hits $32 or even dips to $30, I agree – that could be a great entry point for long-term investors.The risk/reward here looks pretty favorable. The downside might seem limited if it gets to those price levels, and the upside potential could be pretty solid if sentiment turns around. It’s one of those opportunities where if you believe in the company’s future and you're comfortable with the risk, buying at these levels could really pay off in the long

$Intel(INTC)$ I really loved Lip-Bu Tan’s presentation – the guy is just oozing passion for the company. You can tell he really believes in what he's doing, and that energy is contagious. One line that really stuck with me was when he mentioned how the Trump administration actually reached out to ask how they could help Intel. That just shows how much of a big deal Intel is to the whole tech ecosystem.He made it clear that the key to Intel's revival, especially on the GPU and AI side, is all about attracting top talent. His strategy of driving a client-first approach for high-quality products, focusing on engineering, and securing big clients for IFS is spot on. I also loved his emphasis on supply chain diversification –

$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro isn’t at the top of my list for AI plays either, but I can’t ignore the potential it has. The stock’s sitting in a solid spot, and when you look at the near-term prospects, it’s pretty hard to pass up. With the bull market expected to kick off in the second half of 2025 and likely keep going strong through the first half of 2026, there’s definitely a lot of upside here. The company is positioned to ride that wave, and with AI still such a hot sector, Super Micro could see some serious gains. It’s not the flashiest pick out there, but given the market conditions and its potential growth, I’d call it a definite Buy.

$Intel(INTC)$ Intel hasn’t exactly been the long-term growth stock we hoped for, but there’s definitely a bit of a buzz around it lately. The new CEO seems to have sparked some confidence, and that recent stock bump shows it. With the focus on cost reductions, the potential for a PC market recovery, and honestly, the fact that expectations are pretty low right now, there’s room for upside. I’m really keeping an eye on the news and especially the upcoming earnings report in April. The moves Li-Bu Tan is making, like trimming down headcount and pushing for greater efficiency, could really make a difference in the coming months. I think Intel’s still undervalued, and if things go well, it could be on its way to breaking int