SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC

SUPER MICRO COMPUTER INC

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SMCI still room above at $54.75 for a possible afterhours jump tmrw, overall looking at SMCI coming down for a short retest (lowest to fill the gap), but everything has been rallying so trade safe
Levels I'm watching: $54.75, $52.5, $52, $50


SMCI need to hold $53.20 else will move to $52.50 support

SMCI Looks good 10 min bullflag, rejected to the down side multiple times. good volume, break above 53,50 and we are going higher. No financial advice!

SMCI Half hour in... nice volume and we're not giving back the opening "pop"... Is $53 the new $50? Coiling for its next jump or running out of steam? Broader market gave back some of its early jump, but seems to be gaining a little momentum back upwards

SMCI i will get it started. tooo the moon

SMCI when will the short sqeeze begin? is there a chance?

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 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.

No financial advice