$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ Goldman Sachs likes DELL over SMCI and I think they are wrong to take that position. Buying Dell is like buying INTC, that’s so 1990’s! Dell has lower margins (net margins are 1/2 SMCI) , and 26 billion in debt, GS cut SMCI ahead of Dell’s earnings after hours today from $775 to $675.00. I can deal with that target as it’s not far off what I think, but SMCI also raised 2 billion dollars at zero % interest this year if people have forgotten that! Since net profit was also 1.21 billion, I think even if they have to raise a little money no big deal. They have the current “high performance” goods that are in demand! Stay with the program!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":336471774765128,"tweetId":"336471774765128","gmtCreate":1723182273564,"gmtModify":1723182276385,"author":{"id":9000000000000142,"idStr":"9000000000000142","authorId":9000000000000142,"authorIdStr":"9000000000000142","name":"fizzzi","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":65,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Goldman Sachs likes DELL over SMCI and I think they are wrong to take that position. Buying Dell is like buying INTC, that’s so 1990’s! Dell has lower margins (net margins are 1/2 SMCI) , and 26 billion in debt, GS cut SMCI ahead of Dell’s earnings after hours today from $775 to $675.00. I can deal with that target as it’s not far off what I think, but SMCI also raised 2 billion dollars at zero % interest this year if people have forgotten that! Since net profit was also 1.21 billion, I think even if they have to raise a little money no big deal. They have the current “high performance” goods that are in demand! Stay with the program!</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Goldman Sachs likes DELL over SMCI and I think they are wrong to take that position. Buying Dell is like buying INTC, that’s so 1990’s! Dell has lower margins (net margins are 1/2 SMCI) , and 26 billion in debt, GS cut SMCI ahead of Dell’s earnings after hours today from $775 to $675.00. I can deal with that target as it’s not far off what I think, but SMCI also raised 2 billion dollars at zero % interest this year if people have forgotten that! Since net profit was also 1.21 billion, I think even if they have to raise a little money no big deal. They have the current “high performance” goods that are in demand! Stay with the program!</p></body></html>","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Goldman Sachs likes DELL over SMCI and I think they are wrong to take that position. Buying Dell is like buying INTC, that’s so 1990’s! Dell has lower margins (net margins are 1/2 SMCI) , and 26 billion in debt, GS cut SMCI ahead of Dell’s earnings after hours today from $775 to $675.00. I can deal with that target as it’s not far off what I think, but SMCI also raised 2 billion dollars at zero % interest this year if people have forgotten that! Since net profit was also 1.21 billion, I think even if they have to raise a little money no big deal. They have the current “high performance” goods that are in demand! Stay with the program!","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/336471774765128","repostId":0,"isVote":1,"tweetType":1,"viewCount":291,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":550,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/336471774765128"}