u/AleaBito on What Are Your Moves Tomorrow, February 19, 2025

People really need to stop day trading SMCI for pennies, when it's just going to steamroll shorts on its way to $150. It's literally trading at $57, when it was $120 last year. They've grown revenue 55% since last year and project another 60% increase to 40 Billion forward revenue, with growing margins from liquid cooling. At the minimum that's another 100% from here, just from last year's numbers. This time around the stock is 20% shorted, so you'll see 20% of the float being bought back alongside the Feb 20th AI conference catalyst, Feb 25th annual report catalyst, and the 26th Nvidia earnings catalyst. We might even see SMCI at $200 in all seriousness by end of March.