-
SMCI
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$411
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+0.35%
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$411
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$419
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$401
Ticker Appearances
First Word
GRANNY SHOTS: Jul 2024 rebalance +8 adds/-10 deletes. SMID Granny Shots +23 adds/-25 deletes. July Super and Sleeper Grannies. WEBINAR WED!!!
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. _GRANNY SHOTS: JULY 2024 REBALANCE_ This note is focused on the quarterly...
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First Word
We expect NVDA and broader rally post-NVDA results, pulling cash off sidelines. CDNS and SMCI attractive corollary plays.
VIDEO: We think cash moves off the sidelines post-NVDA results. We highlight 20 stocks most correlated to NVDA 1.25% . Please click below to view our Macro Minute (duration:...
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First Word
INTRADAY ALERT: An important AI week ahead. We advise continuing to "buy the dip" for May (and probably June)
The S&P 500 is closing out a strong week, with gains +1.4% this week alone, taking total gains for May to close to 6%. As...
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First Word
GRANNY SHOTS: Apr 2024 rebalance +7 adds. SMID Granny Shots +20 stocks. April Super and Sleeper Grannies. WEBINAR WED!!!
On Wednesday, 4/17 , we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ___________________________________GRANNY SHOTS APRIL...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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Daily Technical Strategy
Technical Writeups of Super SMID Granny-shot picks
SUPER SMID GRANNY-SHOT STOCKS SUPER MICRO COMPUTER (SMCI 0.35% - $972.74) Source: Trading ViewThe first stock that deserves mention is Super Micro Computer. This remains on the...
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First Word
GRANNY SHOTS: Jul 2024 rebalance +8 adds/-10 deletes. SMID Granny Shots +23 adds/-25 deletes. July Super and Sleeper Grannies. WEBINAR WED!!!
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. _GRANNY SHOTS: JULY 2024 REBALANCE_ This note is focused on the quarterly...
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Visitor: 76004e-b0f3e1-a2b543-ef3578-70d3c9
First Word
We expect NVDA and broader rally post-NVDA results, pulling cash off sidelines. CDNS and SMCI attractive corollary plays.
VIDEO: We think cash moves off the sidelines post-NVDA results. We highlight 20 stocks most correlated to NVDA 1.25% . Please click below to view our Macro Minute (duration:...
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FSI Pro, FSI Macro
memberships.
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Visitor: 76004e-b0f3e1-a2b543-ef3578-70d3c9
First Word
INTRADAY ALERT: An important AI week ahead. We advise continuing to "buy the dip" for May (and probably June)
The S&P 500 is closing out a strong week, with gains +1.4% this week alone, taking total gains for May to close to 6%. As...
This report is accessible to
FSI Pro, FSI Macro
memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 76004e-b0f3e1-a2b543-ef3578-70d3c9
Visitor: 76004e-b0f3e1-a2b543-ef3578-70d3c9
First Word
GRANNY SHOTS: Apr 2024 rebalance +7 adds. SMID Granny Shots +20 stocks. April Super and Sleeper Grannies. WEBINAR WED!!!
On Wednesday, 4/17 , we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ___________________________________GRANNY SHOTS APRIL...
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Visitor: 76004e-b0f3e1-a2b543-ef3578-70d3c9
First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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FSI Pro, FSI Macro
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Already have an account? Sign In 76004e-b0f3e1-a2b543-ef3578-70d3c9
Visitor: 76004e-b0f3e1-a2b543-ef3578-70d3c9
Daily Technical Strategy
Technical Writeups of Super SMID Granny-shot picks
SUPER SMID GRANNY-SHOT STOCKS SUPER MICRO COMPUTER (SMCI 0.35% - $972.74) Source: Trading ViewThe first stock that deserves mention is Super Micro Computer. This remains on the...
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Visitor: 76004e-b0f3e1-a2b543-ef3578-70d3c9
Daily Technical Strategy
Technical Writeups of Super SMID Granny-shot picks
SUPER SMID GRANNY-SHOT STOCKS SUPER MICRO COMPUTER (SMCI 0.35% - $972.74) Source: Trading ViewThe first stock that deserves mention is Super Micro Computer. This remains on the...
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Visitor: 76004e-b0f3e1-a2b543-ef3578-70d3c9
