Buy Wine, Wine Gifts & Gift Baskets Online |…

Buy Wine, Wine Gifts & Gift Baskets Online | Wine Express
— Read on www.wineexpress.com/

New Finance Era – Breaking news for You

New Finance Era – Breaking news for You
— Read on newfinanceera.com/

StocksToTrade Advisory – AI Tollbooth – StocksToTrade Products

StocksToTrade Advisory – AI Tollbooth – StocksToTrade Products
— Read on trading.stockstotrade.com/sta-ai-tollbooth/step/ai-tollbooth-vsl/

Shop New Arrivals – Fame On Central – Fame…

Explore the newest arrivals at Fame On Central – Shop our latest modest fashion pieces and refresh your wardrobe with stylish, timeless looks today.
— Read on fameoncentral.com/collections/new

Happy Retirement News – Your Investing Ideas

Happy Retirement News – Your Investing Ideas
— Read on happyretirementnews.com/

Fussy Kitchen

Fussy Kitchen
— Read on fussykitchen.com/

Gold revaluation imminent?

Dear Reader,

This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value…

And it’s sparking urgent chatter that…

Treasury Secretary Bessent could move to officially revalue gold – exactly the scenario I’ve been warning about as part of the “Mar-a-Lago Accord.”

This would be the fifth time this has happened, and surely the most dramatic for folks who own gold (and folks who don’t).

Which may explain why gold just blew past $4,000, a new all-time high.

And why Bank of England staff are working overnight to keep up with the amount of gold being pulled from vaults, in what was called a “Trump-Fueled Frenzy”…

Forbes calls the “Mar-a-Lago Accord” a plan to remake the financial system… that could “turn global financial markets upside down.”

The Financial Times says, “the unimaginable is becoming imaginable”… and that it could “upend the global monetary system.”

And the Wall Street Journal calls it a ‘New World Order.’

If you have any money in the market, at the very least…

Watch this short broadcast to understand what’s underway.

If you DON’T own gold, it may not be an option for you in the coming weeks.

There are decades where nothing happens, and weeks where decades happen. I’m convinced the “Mar-a-Lago Accord” will go down in history as one of those “dividing line” moments in history…

My one job today is to tell you how to get your money on the right side of what’s happening (or risk losing up to 40% of your wealth.)

Look…

I’ve spent nearly 20 years helping folks navigate the toughest market moments. I foresaw the 2022 market crash and warned my readers to raise cash months in advance.

And I’ve helped my readers see gains like 1,200% on Microsoft and 800% on Berkshire Hathaway.

But this is bigger than any of that. And it is urgent.

In fact, I believe it could be among the most seismic stories I’ve ever covered:

A controlled demolition of the monetary order that could weaken the U.S. dollar by up to 40% in the next two years.

But this isn’t just a warning, it’s an opportunity…

Currency expert Jim Rickards, who advises the Department of Defense and major hedge funds, predicts gold could be revalued to as high as $27,533 per ounce, practically overnight.

Even if he’s half right, the gains could be preposterous.

Watch my urgent broadcast now to get the full story.

It’ll take just a few minutes, and it could be the most important decision you make for your financial future.

I’ve been through enough market cycles to know that hesitation can be costly.

Don’t let today become a day you regret for not acting.

I’m here to help you navigate this moment. So let’s get your money on the right side of history.

Here’s to our health, wealth, and a great retirement,

Dr. David Eifrig, MD, MBA
Senior Partner, Stansberry Research
CEO, MarketWise

This ad is sent on behalf of Stansberry Research, 1125 N Charles St, Baltimore, MD 21201.Advertising Disclosure: This email contains paid advertisements. This email is from our associates at Stansberry Research.

Legal Entity Information: Investing Ideas Daily is owned and operated by Darwin Investor Network, a DBA of The Darwin Agency, Inc.

Disclaimer: Nothing in this email should be considered personalized financial advice. Always conduct your own due diligence when investing. We urge you to read our full disclaimer by clicking on the terms of use link below.

Unsubscribe: You are receiving this email as part of your complimentary subscription to the Investing Ideas Daily E-Letter. If you would like to unsubscribe, you can do so by clicking on the unsubscribe link below.Darwin Investor Network
2319 N Andrews Avenue, Fort Lauderdale, FL 33311
support@investingideasdaily.com | 1-800-496-9838Investing Ideas Daily | Privacy Policy | Terms of Use
Unsubscribe | View Online

Untitled

Unsubscribe

S&P 8000 (From Porter & Company)

---

Super Micro’s Rubin Rally: Is the AI Server Comeback Real?

Written by Jeffrey Neal Johnson on January 8, 2026 

Key Points

• The company has solidified its manufacturing capacity for advanced liquid cooling solutions to support the upcoming generation of NVIDIA processors.
• Management successfully negotiated a significant new revolving credit facility to provide the capital needed to fund a massive inventory expansion.
• Revenue projections for the upcoming quarter suggest a dramatic operational recovery driven by high demand for artificial intelligence infrastructure.

The stock market loves a comeback story, but it demands proof before paying for it. For investors in Super Micro Computer (NASDAQ: SMCI), the last year has been a grueling test of patience, defined by regulatory fears and extreme volatility. However, the narrative is finally beginning to shift. On Jan. 5, shares of the server manufacturer rallied approximately 5%, stabilizing in the $30 to $31 range. This move was a response to a critical business update that suggests the company is back to business as usual.

For most of 2024 and 2025, the headlines surrounding Super Micro were dominated by questions about survival. Could the company file its financial reports on time? Would it be delisted from the Nasdaq? Today, those existential threats are largely in the rearview mirror. The conversation on Wall Street has shifted from “Will they survive?” to “Can they execute?”

The primary spark for this renewed optimism is the official confirmation that Super Micro has expanded its manufacturing capacity to support NVIDIA’s (NASDAQ: NVDA) Vera Rubin and Rubin AI platforms. This is the signal investors have been waiting for. It confirms that the company’s relationship with NVIDIA, the kingpin of the AI chip market, remains healthy and active. With the accounting cloud lifting, investors are now looking at the fundamentals, and the data suggests the company is preparing for a massive operational ramp-up in 2026.

[URGENT!] SpaceX Going Public! – Pre-IPO Action! (Ad)

A growing number of investors are paying attention to developments around private space companies and potential future public listings.

In a recent briefing, one research publisher outlines how some investors are seeking early exposure to the space economy through publicly traded assets — without waiting for a formal IPO. The presentation walks through the structure, risks, and mechanics behind this approach for those who want to understand how it works.Read the full sponsor briefing here

The Safety Check: Why Bankruptcy Risk Has Faded

Before an investor can look at potential profits, they must be comfortable with the risks. Over the last 12 months, the downside risk for Super Micro has decreased significantly. The elephant in the room, the fear of the stock being kicked off the Nasdaq exchange, is no longer present.

Super Micro successfully regained full compliance with listing requirements in February 2025. This milestone, combined with the appointment of BDO USA as its independent auditor and the conclusion of a Special Committee investigation that found no evidence of management fraud, has stabilized the corporate governance picture.

However, in the hardware business, compliance isn’t enough; you need cash. In late December 2025, Super Micro finalized a new $2 billion revolving credit facility. To understand why this is so important, you have to understand the business model.

• The Cost of Inventory: Building AI servers is incredibly capital-intensive. Before Super Micro can sell a $100,000 server rack, it has to buy the expensive chips from NVIDIA. This creates a cash crunch, requiring billions of dollars upfront to fulfill orders.
• The Confidence Vote: Securing a $2 billion credit line from major lenders acts as a vote of confidence. It tells the market that the banks believe Super Micro is solvent and can repay its debts. This effectively removes the immediate threat of bankruptcy or a liquidity crisis.

The Rubin Factor: Why New Hardware Drives Growth

With the safety net in place, the focus turns to the technology. The January 2026 announcement regarding NVIDIA’s current Blackwell (NVL72) chips and the future Vera Rubin and HGX Rubin systems is a validation of Super Micro’s competitive advantage, often referred to as its moat.

As artificial intelligence (AI) chips become more powerful, they generate immense amounts of heat. The new Rubin chips are performance beasts, but they run hot. Traditional air-conditioning in data centers is no longer sufficient to keep these next-generation processors from overheating. This is where Super Micro holds a distinct edge.

The company has aggressively invested in Direct Liquid Cooling (DLC) technology. While other competitors are still figuring out how to mass-produce liquid cooling solutions, Super Micro is already executing.

• Capacity: They currently have the manufacturing capacity to ship over 2,000 liquid-cooled racks per month.
• Efficiency: For data center operators, liquid cooling can reduce energy costs by up to 40%.

This Time-to-Market advantage is critical. Super Micro uses a Building Block architecture, allowing them to swap out components and integrate new liquid cooling plates faster than competitors who sell standardized black boxes. This agility is why the partnership with NVIDIA remains strong, ensuring that Super Micro continues to receive allocations of the industry’s most coveted chips.

A quiet market shift is opening weekend opportunities (Ad)

Market structure has shifted in recent years, changing how and when momentum shows up during the trading week.

In a recent briefing, a veteran market observer explains why he’s been tracking renewed strength toward the end of the week — and how he’s approaching these weekend moves using a simple, rules-based setup rather than constant day-to-day trading. The presentation walks through the logic behind the approach and what investors should understand before considering it.See the full “Weekend Income” briefing here

Sales vs. Margins: $11 Billion Guidance and the Price War

The most compelling argument for Super Micro’s bull case lies in the company’s financial forecast. If we look at the first quarter of fiscal year 2026 (ended Sept. 30, 2025), revenue came in at approximately $5 billion. While this was a massive number, it fell short of Wall Street’s estimates of closer to $6.5 billion.

However, the stock market looks forward, not backward. Management’s projection for the current quarter (Q2 FY2026) forecasts a dramatic acceleration. The company expects revenue to jump to between $10 billion and $11 billion.

This indicates a potential doubling of revenue in a single quarter. Such a massive increase suggests that supply chain bottlenecks are easing and that the backlog of orders for NVIDIA systems is finally converting into cash.

The Profitability Trade-Off

There is, however, a catch. Investors must be aware that while revenue is skyrocketing, profit percentages are shrinking. Gross margins recently dipped to approximately 9.3%, a significant drop from the historical 15-17% range.

This decline is primarily due to a fierce price war with Dell Technologies (NYSE: DELL). Dell, which commands about 20% of the AI server market, has used its deep pockets to undercut prices. In response, Super Micro has chosen to match these lower prices to protect its market share.

Think of this as a land grab. Super Micro is intentionally sacrificing short-term profit margins to secure long-term contracts with major clients. They are betting that once they install their liquid-cooled racks in these data centers, it will be difficult for those customers to switch to a competitor later. It is a volume strategy, not a margin strategy.

Is SMCI a Turnaround in Motion?

Super Micro Computer is currently trading significantly below its all-time highs, reflecting the scars of the past year. However, for investors willing to look past the volatility, the current valuation may offer an attractive entry point.

The Battleground phase appears to be ending. The governance crisis has been resolved with the appointment of new auditors and the implementation of compliance measures. The liquidity issues are fixed via the new $2 billion credit facility. Most importantly, the NVIDIA partnership is expanding with the launch of the Rubin platform, positioning the company to generate over $10 billion in quarterly revenue.

The primary risk remains the compressed profit margins. Investors will need to watch closely to see if the company can eventually raise prices once it solidifies its customer base against Dell. But for now, the hardware roadmap suggests that Super Micro is fully operational. The dead company is very much alive and is aggressively fighting for its place in the AI supercycle.

Read this article online ›

Featured Stories

• Warner Bros. Rejects Paramount’s Offer—How It Affects WBD, NFLX, PSKY
• Big gains from crazy market swings?(From Brownstone Research)
• Berkshire Bought the Dip—Now Constellation Brands Is Rebounding
• Forget chips, AI needs THIS “Fuel”(From Brownstone Research)
• 3 Industrial Names That Will Benefit from Rising CapEx in 2026
• 3 Stocks That Benefit if Companies Cut Costs in 2026
• 3 Tech Stocks Positioned for the Next Leg of the Bull Market

Did you enjoy this article?

Thank you for subscribing to DividendStocks.com’s daily newsletter for dividend and income investors that covers ex-dividend stocks, new dividend declarations, dividend stock ideas, and the latest market news.

If you need assistance with your newsletter, don’t hesitate to contact our South Dakota based support team at contact@marketbeat.com.

If you no longer wish to receive email from DividendStocks.com, you can unsubscribe.

© 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 North Reid Place, Suite 620, Sioux Falls, South Dakota 57103-7078. U.S.A..

Link of the Day: How to pick the right options to trade. (Click to Opt-In)

Smart Investment Roadmap

Smart Investment Roadmap
— Read on smartinvestmentroadmap.com/

Investments – Cold Calculation – Investing and Stocks news

Investments – Cold Calculation – Investing and Stocks news
— Read on investments-coldcalculation.com/