MCC Tactical Conclusion MCC currently classifies Super Micro Computer Inc. as: “High-Conviction AI Infrastructure Expansion Candidate” The highest probability path remains: accumulation → volatility compression → institutional reacceleration with: $35–65 representing the highest probability medium-term target range $100+ requiring sustained AI infrastructure expansion $153+ representing a full momentum expansion cycle

Circle Internet Group dropped 59% from the cycle high while USDC circulation grew to $77 billion with a 40% CAGR projection. Zaid Khan, CEO of Manhattan Crypto Capital, breaks down the chart-labeled buy complex, the $200 target, and the contrarian stablecoin-infrastructure setup on the MCC research desk.