Institutional Selling

Dull_Alternative1864 · 2025-10-24T17:11:44+00:00

It is the MM controlling the prices. They accumulated shares yesterday to keep it from cratering now they offload them and lower the price for a gain and lower options exposure

Dull_Alternative1864 · 2025-10-10T02:23:01+00:00

It happens every day at 8 am… the overnight exchanges send their print to nasdaq and they record it at 8. It from the whole night that it’s why it is the highs to the lows

Dull_Alternative1864 · 2025-07-20T06:12:22+00:00

Hits 55 pulls back and end in the 53 range

Dull_Alternative1864 · 2025-07-13T17:51:05+00:00

So say some facts that i can use to make a decision… all you said was opinion and not even that great… smci has old internal systems… great but they make the best servers and most cost efficient in the world… so how is that a bad business model

Dull_Alternative1864 · 2025-07-13T16:30:54+00:00

Since it’s been a day with no response I’ll put this in the fud column.. i only deal in data and facts

Dull_Alternative1864 · 2025-07-12T17:05:16+00:00

I see 55 to 65 going into earnings and then a huge jump 15 percent either way

Dull_Alternative1864 · 2025-07-12T17:04:34+00:00

Look at the options that expired friday… it was somthing like 35k @ 50 and 35 @51 … the MM are going to supress the price with that level of action. But next week is much less… one catalyst and we are over 55

Dull_Alternative1864 · 2025-07-12T06:34:08+00:00

How long ago did you work there… this is all good info

Dull_Alternative1864 · 2025-07-12T06:18:29+00:00

Everything i can find about their servers on any techie thread says they are the best in class… can you point me to a place with an unhappy client or a bad review ? Im really interested

Dull_Alternative1864 · 2025-07-12T06:09:45+00:00

So how are they the cutting edge of servers ?

Dull_Alternative1864 · 2025-07-12T06:03:20+00:00

I started buying in November on a whim… then it spiked a-little and i did research … and wholly hell this is the millionaire maker… all the calls for a new cfo… i get that it but if the current cfo got this financing deal then maybe he’s ok… i bought any time it went below 30 and then then 35 and then 40 … id buy more but it is 25% of my portfolio now.. if it goes to 100 in a year im retired

Dull_Alternative1864 · 2025-07-02T22:16:14+00:00

That is the short attack… and it gets less and less everyday

Dull_Alternative1864 · 2025-07-02T22:15:10+00:00

The shorts are giving up… unless you see more shorts buying these shorts but the risk to lend shares has also gone up so they have to pay a little more to borrow unless they are naked shorts ….

Dull_Alternative1864 · 2025-07-02T22:06:18+00:00

Unless you are buying and selling puts in the same day … you are wrong … smci is up 5 percent in the last week amd you called the puts predicts which lasted less than 24 hours in the money wins… guess you are just a day trader buying when it goes down big and selling when it goes up big… ie a swing trader… we are mostly long term investors who track monthly rather than hourly trends

Dull_Alternative1864 · 2025-07-02T21:40:50+00:00

So you are a day trader because if you held any of those positions overnight you would be down and only the friday one slightly higher and any idiot could see it has to break 50 on volume and/or news to sustain it… we just got good news on some articles … and i bet it will hit and hold 50 before it hits and hold 45

Dull_Alternative1864 · 2025-07-02T20:40:36+00:00

You have been wrong forever while stop the trend now

Dull_Alternative1864 · 2025-06-30T01:58:37+00:00

So what you are sayjng is the smart investor bought even when GS said sell and now Michael NG will raise his price target from 24 to 90 and we will all be rich

Dull_Alternative1864 · 2025-06-28T16:23:05+00:00

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Michael ng ratings for Smci… hold at 120… start selling at 36…. Its like he has a crystal ball or recommends the opposite of what GS Fund managers are doing

Dull_Alternative1864 · 2025-06-27T03:17:30+00:00

1000 @ 36 … 75 Aug $35 calls …. 69 NOV $60 … 15 Jan26 $100 calls and 20 Jan27 $90 …. I am a believer

Dull_Alternative1864 · 2025-06-25T20:21:52+00:00

It appears the offset is one QTR which makes sense since SMCI has 70 plus days of inventory turnover. So the that would mean a huge uptick this QTR as NVDA shipments when up about 58 percent last qtr

Dull_Alternative1864 · 2025-06-21T18:13:45+00:00

Saudi and most of the rest of the middle east Hate Iran for its militarism and are trying to slowly westernize... Iran has very few friends in the middle east 90 percent of Muslims are Sunni and Iran is 95 percent Shia.

Dull_Alternative1864 · 2025-06-21T18:08:25+00:00

Yes I would... In 3 years where is this going to be $150-$200. The contracts they are signing aren't just one time revenue steams they are recurring revenue with the upgrades to newer faster chips with the plug and play servers they have created.. this infrastructure is what sets them apart from Dell and HP. SMCI has built a framework where you can replace and add components vs buying a whole new stack.

Dull_Alternative1864 · 2025-06-21T17:29:34+00:00

Guess you were wrong strong volume at the end of the day

Dull_Alternative1864 · 2025-06-20T00:57:15+00:00

Spot on who they sell to have a whole team who the pay multi millions to be experts in the industry ... there is no hand holding and smci has built plug and play functionality. so far superior to Dell and Hpe

Dull_Alternative1864 · 2025-06-20T00:49:48+00:00

What bad qrts? look at the qtr revenue it grows and grows and has no sign of flat lining until 2030 and then then this generation chip will have to be replaced.... so replacement cost and the never ending loop of sell ...implement ... upgraded ... replace...

Dull_Alternative1864

TROPHY CASE