We are only at the beginning of an amazing run. I have the feeling the the next smci earning report, guidance will beat all expectations. P/e, earnings, margins, backlog orders are looking good. I hope the management won’t make some mistakes or set unrealistic targets that can’t be achieved. Hold your shares. Do not give them to the shorts !
IT IS ALL ABOUT SMACI NOW! Great revenues and a new facility of half a million square feet. You must have the stock in your portfolio!
P/E = 11 - Forward P/E = 8. Are they able to keep this stock down forever?
Again Smci has been problematic in the past few years (DoJ, accounting, management, shorts positions). Dilution is surely a problem but serves as financing of a remarkable growth in terms of earning and margins. Either there is something wrong we are not aware of or the market is completely retarded. P/e = 11 doesn’t make that much sense. Let me know your thoughts.
Everybody is buying Nvidia today. I don’t understand why smci is traded below $40. The market doesn’t understand the potential of this company.
Today’s news is about Taiwan indicting individuals connected to Supermicro—not charging SMCI itself.
Taiwanese prosecutors indicted 9 people over an alleged scheme to illegally export high-end AI servers to China.
Two former Supermicro Taiwan employees are among those charged, along with an Nvidia employee.
The alleged scheme involved 130 B300 AI servers ordered from Supermicro. Prosecutors say 74 ultimately reached China, through China directly and via Indonesia, Japan and Hong Kong; 56 were stopped by Taiwan customs.
The individuals allegedly used false end-user documents claiming the servers would remain in Taiwan.
Most important for SMCI shareholders: Taiwan has not indicted or charged Super Micro Computer, Inc. The company says it is not a target of the investigation and was not accused of wrongdoing.
This is also consistent with SMCI’s independent investigation announced August 20, which found no evidence that current senior management knew about the alleged scheme.
What this means for SMCI
I actually view today’s development as less damaging than it could have been.
The key distinction is:
Employees → indicted
SMCI → not indicted / not a target
That explains why SMCI initially dropped sharply yesterday but rebounded today; the market appears to be interpreting the Taiwan action as an employee-level compliance problem rather than evidence that the corporation itself participated.
The remaining risk is that U.S. authorities could eventually take a different view, or that additional evidence could implicate corporate compliance. But today’s Taiwan indictment itself does not charge SMCI.
Finally everything starts to look good. As long term investor I’m of course happy. I have always believed in this company and its business. The stock is heading back toward $52 where it was in May but it was so frustrating to see it falling the following June even though the guidance was already good. The management seems to be at times inexperienced but the company had such a fast growth that probably it takes time to get organized at a higher level. The company is still in the hands of its founder. Earnings, P/E, margins, EPS, guidance, accounting and filings issues seem to get better. In my opinion the export rules violations are nowadays the only dark areas. I have no idea when the trial will start and I don’t understand why few unfaithful employees / officers didn’t plead guilty trying to negotiate with DoJ. They are jeopardizing the lives of all people working for this company damaging its shareholders. I mean they smuggled servers removing labels using hairdryers. Come on. I’m probably very naive pretending ethical behaviors. Despite all the drama of the past few years I’m holding and increased my stake.
Let me know your thoughts.
I get all the DOJ, accounting and dilution drama. I know that the stock is heavily shorted but think P/E, earnings, margin and guidance are amazing. I find a price $25/$27 per stock very attractive. I’m kind of tired to read all the AI analysis. They don’t add too much information. Let me know your thoughts.
The moderator deleted my previous identical post. I have no idea what’s wrong in stating that the stock price should be $62.
I can’t believe nobody is upgrading smci
Dell is kind of expensive.
I bought smci under $30 again. It looks so cheap but I should diversify more.
I don’t think the oracle cancellation (if any) will affect quarterly earnings + guidance. DOJ will likely announce something in September? Next quarter earnings should be fine / stable ? Let me know your thoughts.
Today I bought more SMCI stocks. They look so cheap to me. I’m prolly out of my mind.