Tech U.S. Community
Our community narratives are driven by numbers and valuation.
Tech U.S. Investing Ideas
SMCI's Opportunities Are Clear But Risks Are Rising
Super Micro Computer (SMCI) as a leading manufacturer of high-performance AI servers, is capitalising on the explosive demand for GPU-accelerated computing. The company's primary competitive advantages are its operational agility and a deep partnership with NVIDIA, which allow it to deliver the latest server systems to market faster than larger competitors like Dell and HPE.Read more
MicroVision will explode future revenue by 380.37% with a vision towards success
The MicroVision ($MVIS) Narrative Inflection: Valuing the Sum of the Parts For years, the market has viewed MicroVision (NASDAQ:MVIS) through a single, narrow lens: a high-risk, pre-revenue bet on automotive LIDAR. This has resulted in a valuation that, in our view, fails to capture the strategic pivot currently underway.Read more
Is IonQ (IONQ) on Course to Become the "Nvidia of Quantum"?
Following a landmark earnings report, a new "800-pound gorilla" has been uncaged. We analyze the three-part moat that has de-risked IonQ’s "100-Bagger" thesis.Read more
Navigating Tariff Turbulence with Resilience and AI-Driven Growth
As of April 12, 2025, Apple Inc. (AAPL) is navigating a complex landscape marked by significant challenges and resilient strengths.Read more
Apple: Updates
On 3-11 Apple just unvieled a concert experience with their Apple Vision Pro, proving to millions that they are holding the best technology currently in the market. It may be over-priced but with the technology and security features, it is a Must Have.Read more
SMCI is poised to regain momentum and capture a huge portion of the customized data center solutions space.
Management guidance (FY2025 Q2) -- $23 - $25bn revenue guidance for 2025, and positive about reaching $40bn in revenue for 2026, this is due to the DLC technology (Direct Liquid Cooling) that is expected to be adopted by an estimate of 30% of the new data center space. New Auditor & Special Committee -- After almost a 85% decline in share price after Hidenburg's (short seller) accounting manipulation report on the company, SMCI' has already increased their stock price in more than 200% expecting to release all of their adjusted and revised filings for FY2024 (10-K) and the first two quarters of 2025 (10-Q).Read more
Apple: A Dying Star with an Overpriced Valuation
Intro Apple Inc. (AAPL) has long been one of the most beloved stocks in the market, celebrated for its sleek products and loyal customer base.Read more
The "Porsche" of Internet Switches
<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.Read more
VNT valuation
Bull Vontier has inherited a proven business system of disciplined capital allocation and continuous improvement from its former parent companies, Danaher and Fortive. u The spinoff from Fortive will allow Vontier to redeploy capital to its business, as its former parent invested less than 5% of its total M&A capital in Vontier.Read more
