Olivier Blanchard says he is "expecting good things" from Super Micro (SMCI) earnings Tuesday. He sees the company's HPC revenue and DLC technology as the crux to what he expects will be a strong report. When it comes to the company's backlog, Olivier will watch to see how the company can deliver on a roadmap to collect those profits. He then compares Super Micro to Dell Technologies (DELL) and what earnings will signal on competition between the two.