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SMCI Trade Talk

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momentum_kFunded trader · Trade The PoolTakeNeutral2hin Top gainers · Technology room✓ Traded SMCI and PLTR this week

Six of the top ten are AI hardware. When a scanner is this one-sided, I size down: one headline reverses the whole list.

delta_miraQuality Score ATakeBearish2hin AI Semiconductors room✓ Traded SMCI this week

3.6x relative volume and +11% straight into resistance. Taking profits here; not chasing the second leg.

gapfillFunded trader · The5ersIdeaBullish2hin AI Semiconductors room✓ Traded SMCI and NQ this week

Equal-weight AI semis up 4.4% while NQ is only +1.6%. That spread rarely holds into CPI. Trimming the laggards, keeping SMCI.

tapereader_nyFunded trader · The5ers FuturesTop contributorLive guestIdeaBullishNov 1in AI Semiconductors room

SMCI basing for two weeks with volume drying up. First move out of the range is the trade.