SMCI

1. October 2026 4 entries
   Oct 22, 2026

   Substack · LoRosha's Investment Desk · LoRosha

   SpaceX 20GW · Super Micro 3.78x · Nvidia-Amkor 300% · Korea Customs Semi Exports +222.5%

   Credit confirmation lifts near-term supply chain names. Demand confirmation and capacity investment disclosures lift directly affected supply chain stages.

   SMCINVDA2,935 words

   Since publication SMCI −3.1% α −3.2 pp vs S&P 500 · USD

   Oct 21, 2026

   Substack · Rock & Turner Investment Analysis · James Emanuel

   Wed, Oct 21, 2026: The Market Today

   SpaceX and Super Micro put the AI trade back on its feet

   SMCI1,303 words

   Since publication −8.1% α −7.1 pp vs S&P 500 · USD

   Oct 21, 2026

   Substack · LoRosha's Investment Desk · LoRosha

   KOSPI Rebounds 3.29%: Super Micro Guidance Upgrade, SpaceX Earnings, Korea Semiconductor Exports +222.5%

   SMCI raised next-quarter server orders, SpaceX reduced data center investment delay risk, and Korea’s export data confirmed current-quarter memory shipments.

   SMCI1,988 words

   Since publication −8.1% α −7.1 pp vs S&P 500 · USD

   Oct 17, 2026

   YouTube · Market Movers USA

   SMCI Investment Thesis: New CFO, Massive AI Orders, and Huge Risks Explained

   SMCI▶ 9:30

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.