SMCI Here's the thing: Several cross-currents could push SMCI today, with its $51.08 after-hours level already factoring in some upbeat news. if I break it down:
1. Nvidia allowed to sell chips to China The U.S. just greenlit Nvidia’s H20 AI chip exports to China—big catalyst for semiconductor suppliers like SMCI. Nvidia itself popped ~3% overnight, and other chip-linked stocks followed suit, including SMCI
What this means for SMCI: With Nvidia's win, supply optimism is back. SMCI could ride that wave into the open.
2. TSMC earnings this week TSMC’s results are due Thursday. They're central to the semiconductor supply chain narrative. If TSMC beats (forecast growth ~40%), that’s bullish for SMCI too .
But if TSMC stumbles or warns on China/Tariff issues, SMCI could reverse course.
3. June CPI release this morning CPI is expected around +0.3% month-over-month and 2.6–2.7% year-over-year
A hotter-than-expected print ➝ Fed might hold off on rate cuts. That typically weighs on tech. A softer print ➝ risk-on, tech rally. Easy correlation: SMCI follows that.
How I see it playing out Base case: CPI in line → modest rally in tech. Coupled with Nvidia shipping to China → SMCI opens slightly positive, maybe up 1–3%, hitting $51–52 early.
Bull case: Strong Nvidia + strong CPI print (but still manageable inflation) → further upside, $52–54 range.
Risk case: CPI overblows (say +0.5% monthly), which spooks markets, or TSMC warns later this week → possible early drop back to mid-$49s, maybe even $48.
The odds favor slight upside initially. Nvidia’s China win is a real near-term positive, and if CPI isn’t a shock, tech should hold firm. But macro surprises or risks tied to TSMC later this week could cap gains.
So given the overnight $51.08:
Optimistic scenario: crack $52 today. Neutral: hover between $50–51. Downside: dip back to $49‑49.5.
Watch CPI at 8:30 am ET—it’s the immediate catalyst.
SMCI US Inflation Expected to Accelerate in June Due to Tariffs
BLOOMBERG
Economists have long been warning of a tariff-driven boost to US inflation, which will be tested in the next report on consumer prices.
Forecasters predict an acceleration in June data due to advances in tariff-exposed categories, including furniture, toys, and cars.
According to Gregory Daco, EY-Parthenon Chief Economist, tariffs will drive a third of the overall monthly advance, with a bigger hit to come later in the summer.
SMCI brace for an eventful day tomorrow! We’re expecting AI-related news from President Trump, CPI data release at 8:30 AM, and, I believe, updated short interest figures.
It’s shaping up to be a pivotal day for the stock!
SMCI Recently have been reaching out to the company about possible updating the logo. As a long-term shareholder I must admit it looks tacky and old for the highly technologically advanced products SMCI produces. Maybe it’s just me though.
SMCI Super Micro Computer’s SMCI direct liquid cooling (DLC) technology is in high demand among hyperscalers and AI data centers as the liquid cooling technology reduces heat more effectively than its air cooling counterparts. DLC also commands efficient power usage, which enables it to handle higher computational densities and lowering total cost of ownership.
SMCI’s DLC is driving its server and storage system segment, which grew 20.5% year over year in the third quarter of fiscal 2025. Notably, Super Micro Computer’s direct liquid cooling products for data-center applications crossed the production volume of 2000 DLC racks per month.
Now the company has introduced DLC-2, which not only reduces electricity consumption by 40% but also lowers the cost of water and space while decreasing noise. SMCI’s success with liquid cooling technology is evident in the strong traction in 4U NVIDIA B200 HGX systems and GB200 NVL72 racks as reported in the third quarter of fiscal 2025.
SMCI’s newest technology, its direct liquid cooling data center building blocks (DCBBS), enables data centers to develop modular, rack-scale and plug-and-play architecture. The DCBBS technology utilizes DLC-2 to optimize thermal performance.
SMCI Here's the thing: Several cross-currents could push SMCI today, with its $51.08 after-hours level already factoring in some upbeat news. if I break it down:
