$Defiance Daily Target 2X Long SMCI ETF(SMCX)$$SUPER MICRO COMPUTER INC(SMCI)$ BULL [Eye] [666] [Eye] SMCI will see amazing margins in Fiscal Q12027, set to be reported on Nov 3. In this Q12027, they are recognizing tens, and soon maybe hundreds of millions of revenue. This comes from other favorable DCBBS enterprise customers like SpaceX, which has somehow already shipped. Insane. Lets see what this next quarter brings!
$Defiance Daily Target 2X Long NVO ETF(NVOX)$$Novo-Nordisk A/S(NVO)$ Novo, not a popular stock. Many regulator risk. Eli lily taking more of their market share. No moat. No new products. Expiring patents. Prime example of falling knife. Pharma industry is difficult to predict. But at this price now, is all the damage done? Well, cant predict. Maybe some avoid it. But its cheap now again and im buying some to hedge against my AI portfolio