smci Archives - Notes From the Rabbit Hole

Super Micro Stock (SMCI): More Margin Worries on AI Servers and Chart Gap

Super Micro stock is getting hammered on AI server Margin concerns after the same thing happened to Dell last earnings season This was a stock I casually considered buying on…

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August 7, 2024

NFTRH Interim Updates / NFTRH+

NFTRH+; SMCI Pullback Projections

A low priority update, because sometimes it's nice to just do good old fashioned stock analysis rather than heavy macro stuff all the time. SMCI is a stock I nailed…

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February 27, 2024

Public / Stock Market, US

FOMO Rally MOMOs Again

The FOMO rally in stocks uses fantastic, but discrete news from Nvidia to resume FOMO: the fear of missing out Last weekend we noted that the US stock market was…

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February 22, 2024