Good evening. A quick look before the market opens—tonight’s shaping up to be lively.

Super Micro Computer $SMCI rose 12.7% premarket after issuing revenue and margin guidance for next quarter that both topped Wall Street expectations. Demand for AI servers doesn’t seem to be cooling off yet. It’s trading just above $36 in the futures market, with $38—the day’s high—above and $31–$32, the lows from the past week, below. I’ll be keeping an eye on those two levels.

Also, Tesla and SpaceX have each formed independent committees to study a potential merger. $TSLA was up 1% to 2% premarket, and Tesla reports earnings after the close tonight. Meta reports tonight too, at 4 a.m. Thursday Beijing time. The market wants to know how much it’s spending on AI.

There’s a lot of news on earnings night, and plenty of traders get whipsawed in the first hour after the open. I usually prefer to watch first rather than chase the initial move.

Are you chasing SMCI tonight, or waiting to see what Meta and Tesla say?

#美股 #美股财报 #SpaceX
For personal observation only. Not investment advice.