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The creator discusses Super Micro Computer (SMCI), highlighting its current price action near the 200-week...

Bdon TradesDec 11, 2025

The creator discusses Super Micro Computer (SMCI), highlighting its current price action near the 200-week moving average and a demand zone as a potential buying opportunity. They emphasize strong fundamentals, including significant year-over-year revenue and EPS growth, and competitive pricing for AI systems. The creator also notes that the company has raised guidance, indicating accelerating demand, and mentions that analysts see it as undervalued relative to its AI growth. They have entered a position under $33 and plan to add more, with a price target of $50.

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Tickers discussed in this post

SMCIBullishHigh ConvictionSignal-backedPrimary

SMCI is a buy at current levels near the 200-week MA and demand zone, with strong fundamentals and a $50 price target.

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Tracked calls opened from this post

SMCI
buy opened Dec 11, 2025
-17.25%