u/AlternativeSharp3854

GOLDEN CROSS FORMING

GOLDEN CROSS FORMING

Hey y’all, I saw some posts about the technicals setting up a break-out scenario. I wanted to confirm that I see a golden cross on the 4H (50 day SMA crossing 200 day SMA). Historically the most reliable predictor of a rally. Hold on to your hats ! I’ve circled the past golden crosses, and DEATH crosses, which signal the opposite. 🚀

u/AlternativeSharp3854 — 2 days ago

This is Why SMCI Isn’t Going Up

Just wanted to share my own insights into this stock and from what I see in this thread, and back it with some fundamentals. 10 years of research and investing experience in 2 minutes:

Stocks go UP when there are more buyers than sellers. If you want to do your part on getting filthy rich on this stock here are the productive things you can do:

- Buy more stock / dips at support
- HOLD and diamond hands it 💎🤲
- Don’t whine and moan everyday about volatility, mods please ban these people
- Share catalysts and prognosis, bull case theories
- Don’t check it everyday, go live your life

This is a community, let’s act like one, it’s a team effort if retail is all on the same side. I wouldn’t be surprised if all the moaning in this community is orchestrated by short sellers posing as emotional investors. Don’t take the bait…

The stock is in a clear uptrend right now on the 4H chart. We need buying pressure, but more importantly less sell pressure to continue going up. Hold your shares, don’t put them up for sale so easily, and they become scarce and price goes up. Also, not a bad time to buy today or Monday as it’s also oversold on RSI and at a major support level. The market is a voting machine in the short term, and a weighing machine long term. We can have both, if we convince just a few more people with this post, we can tip the scales .

The setup is right in front of you. Sentiment is in the gutter, only 30% of analysts carry a Buy rating, and the stock trades at a PE around 16 while every other AI infrastructure name trades at a premium. Why? Three overhangs everyone's already priced in: a DOJ headline (where Super Micro is not a defendant nor a target of a grand jury investigation), a margin scare (already rebounded from 6.4% to 10.1% non-GAAP in one quarter), and a "revenue miss" that was actually customers not yet equipped with the power and networking required for their cloud deployment — revenue management expects to capture in coming quarters. That deferred revenue lands in the August 11 print, where guidance is $11.0B–$12.5B for Q4 and management has already telegraphed Q3 FY27 EPS of $0.87 — sequential growth locked in through next spring. Meanwhile they're cranking 6,000+ high-end AI racks per month, sitting on a $13B+ Blackwell Ultra order book, and shipping liquid-cooled variants for NVIDIA Vera Rubin and HGX Rubin NVL8 — the exact platforms hyperscalers physically cannot deploy without liquid cooling. Bull targets sit at $40–$58, implying 85–170% upside. They don't have to be perfect on August 11. They just have to be credible. One clean quarter and this thing rerates.

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u/AlternativeSharp3854 — 6 days ago