bouncyo
04-18

$SUPER MICRO COMPUTER INC(SMCI)$ Earnings

Hope there is a pre earnings announcement because some quarters there isn't one.

Would like to hear about the new foundry. Up and running?

Just about everyone looking for great earnings like me but when a company is doing great you often get some financial write offs so beware. SMCI took the two dilutions we got well.

If earnings show an increase in profit margins SMCI will take off again. You know, if Supermicro is getting more business (increased revenue) with lower margins that is not so bad and SMCI's high valuation may be because Supermicro's margins will increase when the AI chips prices come down and server prices don't.

Does Supermicro use AI to design its servers?

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