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written by reader HOW ABOUT WE ALL GET ON THE SAME PAGE? (A summary of questions and comments re the Navallier-Tilson presentation on Digital Twins, Hyper-scalability, SMCI and Aug. 29th)

By bunion132, August 31, 2022

This video has prompted several questions over the last 2 months but, unfortunately, under different threads. Below is an attempt to gather the scattered responses into one thread so we can share our thoughts and resolve the tease(s) on our own. It seems this presentation was very well-crafted so as not to provide enough hints for the Thinkolator to go on.
Re: Super Micro Computer Inc. (SMCI)
In the initial presentation I viewed (July 12th), Navallier listed the criteria he uses for his Portfolio Grader system using SMCI as an example of how it satisfied 7 out of 8 criteria to merit an “A”. He did not call it a freebie reco. Typically, a viewer scrolls down past this kind of info when reading the transcript.
Fact-checking ratings afterwards, I found that out that not only was SMCI rated “Triple A” in the Portfolio Grader but a Buy or Strong Buy in other free screeners as well.
A couple of Gumshoers also mentioned that Chaikin’s Power Gauge system was giving the stock a “Very Bullish” rating.
And yes, “twin solutions” is mentioned in the profile/description of SMCI.
In a later version of the presentation, the phrase “This Stock is a Buy” quietly appeared as a caption on the screen.

Re: Buy the stock by 3PM of Aug 29th
A handful of people here pointed out that the significance of this date had to do with an event showcasing all sorts of technologies being developed (see https://industrialimmersive.com/events), including Digital Twins. However, no one could find SMCI as a presenter.
Meantime, the stock price was climbing steadily up to that date.
My own thoughts on this: SMCI had nothing to do with that tech seminar. Remember what else was scheduled on Aug 29th? The launching of NASA’s Artemis I spacecraft !!!
[I’m pausing to hear you say “Aaaahhhh”].
So that’s why the Gurus were referencing NASA. Although the physical launch was taking place at the Kennedy Space Center in FL, there was probably a digital twin launching in Houston TX.
We now know that the launch did not happen on that day and the stock started to head downwards. Last I heard, the launch is rescheduled for this coming weekend.
**** Your thoughts – Buy, Hold or Sell before the rescheduled date? ****

Re: The 10 Picks to be Revealed if We Sign up for the Newsletter
The good news is: While the presenters were very tight-lipped about dropping hints, a very generous person gave out the symbols over the Internet.
Spoiler alert: These are not digital twin stocks. I’m guessing hyper-scalability is built into their business models.
The bad news is: I have no right and could get in trouble if I copy them over to Gumshoeland.
So… happy googling!

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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Osiris
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Osiris
September 1, 2022 9:12 am

KOS-MTDR-TWI-RCMT-CLFD-DAVA-MRVL-UMG-SYNA-LNTH i found this on internet…maybe its these…but some are C graded

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berocor
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berocor
September 1, 2022 2:49 pm

What should we google for? I don’t think that would get you in trouble

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