SMCI - Super Micro Computer (INQ referenced)

Momentum play for a potential breakout above $30.80.

Revenue growth from $7B to projected $40B, potential margin recovery from 8% to 15-17%, record backlog, liquidation edge.

Reiterated guidance, margins better than expected, stock surged 25%. Host notes cheap valuation and strong AI rack demand.

Potential fraud allegations after previous accounting issues; host considers cutting position if probe confirms misconduct.

Briefly mentioned in context of corporate espionage allegations moving Nvidia chips illegally

Host believes the company is fraudulent due to raid and past issues. He does not own it with real money and expects further decline.

SMCI surged over 14% after unveiling new infrastructure built around Nvidia's Vera Rubin platform and receiving a bullish upgrade from GF Securities (buy, $48 target). If it confirms above $36.40-36.75, bullish continuation expected. Previous bounce from this support led to a 73% gain.

Host selected SMCI for the stock draft, noting its role as a key AI bottleneck beneficiary with partnerships with both Nvidia (Vera Rubin NVL4) and SpaceX. He sees potential for 50% returns from current levels as a one-year trade, though acknowledges accounting concerns raised by short sellers.

Host selected SMCI for the stock draft, citing SpaceX partnership and Nvidia Vera Rubin NVL4 collaboration. Views it as a potential 50% one-year trade from $30 to $45, though acknowledges accounting concerns and does not want to hold long-term.

High-beta pick at the end of draft, if it goes from $30 to $45 it's a huge winner, doesn't need to be massive beneficiary just decent