LeonardKSW personal page - To The Moon

LeonardKSW

LeonardKSW

No personal profile

775Follow

48Followers

0Topic

0Badge

12-24 22:23

$Canoo Inc.(GOEV)$ big mistake for reverse shares are this time ..more room for dropping now.. so stupid move

12-24 18:51

Damn repeatly saying same stories..stop it if you have nothing better to update

Super Micro Computer: The Stock That's Doomed To Fail

12-19

Why so cautious? Take the chance for this trends before cooling off... there is still room to get it higher..

Rigetti Computing: Don't Burn Your Hands Buying This Peak

12-19

Useless news

Top Wealth Group Holding Limited Announces Receipt of Nasdaq Notification Letter Regarding Minimum Bid Price Deficiency

12-15

Keep repeating saying old stories..nothing to comment please shutup

Stock Track | Super Micro Computer Plunges 6.23% After-Hours as Auditor Resigns, Filings Delayed

12-13

Overvalued

Tesla: A Golden Buying Opportunity

12-12

why u didn't say the value was now much difference?? Lol..

@gwennselvam:$Seatrium Ltd(5E2.SI)$ hi can I knw wat going on w the seatrium???? I bought 200 now 20 only????

12-12

$CHINA TIANRUI(01252)$ wow..this counter good or not...I won 1 time and bought it again but down quite many percentage already...

12-10

$Micron Technology(MU)$ stupid usa...good news and it went down

12-05

$Top Wealth Group Holding Limited(TWG)$ no bloody news at all

12-04

Nothing is so called 'investment'..everything here is a gambling... be realistic

Super Micro Computer: You're Gambling If You Buy This, Not Investing

11-26

$Seatrium Ltd(5E2.SI)$ when seatrium will start giving dividends???

11-19

$SUPER MICRO COMPUTER INC(SMCI)$ panic selling now....

11-15

$Top Wealth Group Holding Limited(TWG)$ stupid and useless company why no news at all? At least tell us when the company will bankrupt.. damn useless management

11-15

Keep repeating posting the same news...lol

Super Micro's Looming Deadline Fuels Fear of Delisting. Here's What That Means

11-14

$Genting Sing(G13.SI)$ stupid counter

11-14

Bankruptcy would be nice

Super Micro Computer Shares Fall 8.1% Premarket, Set to Extend Losses for Fifth Straight Day

11-14

$Top Wealth Group Holding Limited(TWG)$ dumbest share ever

11-07

$Top Wealth Group Holding Limited(TWG)$ shitty stock

11-03

Let it delisted

SMCI Stock: Once-In-A-Lifetime Opportunity, or Is Super Micro Computer Doomed?

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3569318025811476","uuid":"3569318025811476","gmtCreate":1606225405925,"gmtModify":1611372347680,"name":"LeonardKSW","pinyin":"leonardksw","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","hatId":"ca_profile_frame_feCEcj","hatName":"","vip":1,"status":2,"fanSize":48,"headSize":775,"tweetSize":843,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.91%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.96%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":385063216005632,"gmtCreate":1735050218890,"gmtModify":1735050981742,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOEV\">$Canoo Inc.(GOEV)$&nbsp;</a> big mistake for reverse shares are this time ..more room for dropping now.. so stupid move","listText":"<a href=\"https://ttm.financial/S/GOEV\">$Canoo Inc.(GOEV)$&nbsp;</a> big mistake for reverse shares are this time ..more room for dropping now.. so stupid move","text":"$Canoo Inc.(GOEV)$ big mistake for reverse shares are this time ..more room for dropping now.. so stupid move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385063216005632","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385131817058360,"gmtCreate":1735037485314,"gmtModify":1735038754613,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Damn repeatly saying same stories..stop it if you have nothing better to update&nbsp;","listText":"Damn repeatly saying same stories..stop it if you have nothing better to update&nbsp;","text":"Damn repeatly saying same stories..stop it if you have nothing better to update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385131817058360","repostId":"1181162347","repostType":2,"repost":{"id":"1181162347","kind":"news","pubTimestamp":1735033114,"share":"https://ttm.financial/m/news/1181162347?lang=&edition=fundamental","pubTime":"2024-12-24 17:38","market":"us","language":"en","title":"Super Micro Computer: The Stock That's Doomed To Fail","url":"https://stock-news.laohu8.com/highlight/detail?id=1181162347","media":"Seeking Alpha","summary":"SummarySuper Micro Computer lost more than half of its value in the last six months.The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from","content":"<html><head></head><body><h2 id=\"id_3899041729\">Summary</h2><ul style=\"\"><li><p>Super Micro Computer lost more than half of its value in the last six months.</p></li><li><p>The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from Nasdaq.</p></li><li><p>Even if Super Micro Computer overcomes all the current challenges that it faces, its upside could still be limited because of the recent poor performance of its business.</p></li></ul><p>The accounting scandal that began a few months ago has tarnished <a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a>’s stock, which is currently trading close to its 52-week lows. Although some might think that the worst for the company is behind it, we believe that any potential upside is not worth opening a position at this stage. Super Micro still faces some major risks that in our opinion make its stock uninvestable right now.</p><h2 id=\"id_1730226959\">This Has Been A Rollercoaster</h2><p>After the impressive performance in the first half of 2024, Super Micro’s stock lost all of its momentum in the second half of the year and depreciated by over 50% in the last six months. The real troubles first started in late August when a popular research firm Hindenburg published a bearish report on the company. In the report, Hindenburg accused Super Micro of failing to comply with the sanctions and export controls and highlighted various governance-related issues. The report also stated that Super Micro is engaged in <em>continued proper revenue recognition</em>. This is something that the company was already doing in the past and it resulted in the delisting of its stock from Nasdaq in 2018 and a charge by the Security and Exchange Commission in 2020.</p><p>Shortly after the report was released, the U.S. Department of Justice opened a probe against the company that is still ongoing. After that, Super Micro’s auditor Ernst &amp; Young resigned, which spooked the market and prevented the company from releasing its earnings report on time. This has led to Nasdaq sending Super Micro a non-compliance letter, which created a new delisting risk. Following all of that, Super Micro was also removed from the Nasdaq 100 and its stock continues to trade in a distressed territory.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6722ddfb7b5165bd704a94eed7e38fbd\" alt=\"Super Micro’s performance\" title=\"Super Micro’s performance\" tg-width=\"640\" tg-height=\"259\"/><span>Super Micro’s performance</span></p><p>The good thing for Super Micro in all of this is that Nasdaq extended the reporting time for the company, which now needs to release all the missing quarterly and annual filings by February 25, 2025. If that doesn’t happen, then we’ll likely see a delisting of its shares from the exchange like it was a few years ago.</p><p>However, even if there have been no wrongdoings and Super Micro overcomes all the current legal and regulatory challenges, the upside for its shares could still be limited.</p><p>Last month, the company already released its preliminary Q1 earnings results, which showed that its revenues are expected to be between $5.9 billion and $6 billion. This is below the Wall Street consensus of $6.79 billion and also below the company’s initial guidance of between $6 billion and $7 billion. If the final report for the period comes out with the same numbers, then the disappointing sales numbers along with the inability to reach its own forecast might indicate that Super Micro’s growth opportunities are limited.</p><p>From the publicly available reports, we know that Elon Musk’s xAI firm recently started to pull orders for the AI servers from Super Micro to Dell (DELL). It appears that Nvidia (NVDA) has been doing the same thing recently, while Citi (C) named Dell and HP Enterprise (HPE) as the biggest winners in this situation. Even Super Micro’s preliminary outlook for Q2 indicates that the company is expected to generate only between $5.5 billion and $6.1 billion in revenues, below the consensus of $6.79 billion. There are also reports that Super Micro is now looking to raise additional capital, which suggests that the company might have liquidity issues as orders are being canceled. This is why the company’s upside indeed could be limited even if Super Micro overcomes all the challenges that it currently faces.</p><h2 id=\"id_4134804721\">Potential Upside Ahead?</h2><p>There are still several positive things that need to be considered. After the accounting scandal happened, Super Micro launched an internal investigation, which found no misconduct. More importantly, Super Micro agreed with the recommendation of the committee behind the investigation to replace its CFO and said that it doesn’t expect any restatement of its previous earnings reports.</p><p>Super Micro has also hired BDO USA as its new auditor to review the company’s financial data and approve all the necessary earnings reports before February 25. If the reports come out on time, then Super Micro would likely be able to avoid delisting, which could give a boost to the share price despite the disappointing performance of the business in the recent quarter.</p><p>In addition, as the AI-server market is expected to grow by 55% and be worth $252 billion next year, Super Micro might have an opportunity to improve its performance next year and exceed the expectations that were recently given by the company along with the preliminary data. This could also boost the share price next year.</p><h2 id=\"id_2218143786\">The Real Value of Super Micro Computer</h2><p>When it comes to valuing Super Micro, we used the currently available data that the company previously reported due to the lack of alternatives. This is something that investors need to keep in mind in light of the recent accounting scandal.</p><p>The tax rate in our model is 15%, which is below the current corporate tax rate in the United States. Given that under the Trump administration we could see another tax reform that lowers corporate taxes, we believe that it makes sense to use a rate that’s lower than today’s standard rate when forecasting the company’s performance for the next few years. The perpetual growth rate is 3%, which is similar to the historical GDP and inflation rate. We value Super Micro when it’s trading at $31.59 per share and the cash and long-term debt data was taken from the latest available earnings report.</p><p>The discount rate in the model is 7.89%. We arrived at that rate by calculating Super Micro’s after-tax cost of debt using mostly its TTM data, and the cost of equity. For the cost of equity calculation, we used the risk-free rate of 4.40%, beta of 1.28, and the market return rate of 7.69%. We then weighted the company’s debt and equity to arrive at our discount rate.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a987e0d40ca26fc2c7ef3eb9271b03d3\" alt=\"Super Micro Computer’s valuation model\" title=\"Super Micro Computer’s valuation model\" tg-width=\"640\" tg-height=\"181\"/><span>Super Micro Computer’s valuation model</span></p><p>In the forecast table below, our sales and EBIT assumptions are mostly similar to the overall consensus for the next couple of years. After that, we expect a gradual normalization of growth rates across the semiconductor industry to more stable levels once the chip capacity issues caused by AI-related demand are resolved. The bottom part of the forecast table mostly aligns with Super Micro’s historical performance and doesn’t have a significant impact on the FCF calculation.</p><p>With all of those assumptions, our valuation model shows that Super Micro’s enterprise value is $18.91 billion, which is close to Seeking Alpha&#39;s enterprise value estimates. We then calculated Super Micro’s equity value by adding cash to the enterprise value and subtracting the long-term debt. In our case, Super Micro’s equity value is $18.80 billion. We then dividend the company’s equity value by the number of its outstanding shares and figured out that Super Micro’s intrinsic value is $29.28 per share, which is below but also fairly close to the current market price at the time of this writing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0974837dafcedfd5e245c0d9cc5b4280\" alt=\"Super Micro Computer’s valuation model\" title=\"Super Micro Computer’s valuation model\" tg-width=\"640\" tg-height=\"228\"/><span>Super Micro Computer’s valuation model</span></p><h2 id=\"id_3934436656\">Final Thoughts</h2><p>Our valuation model clearly shows that even if all the previously reported numbers are correct and the current outlook along with the street assumptions are realistic, Super Micro’s stock is still not a good investment. As the AI hype train appears to be losing steam while the number of growth opportunities is limited, giving Super Micro a rating of SELL is the most appropriate thing to do right now.</p><p>We also think that there are much better semiconductor names on the market right now that are not in the middle of an accounting scandal. In our opinion, long-term investors should rather look for them than bet on a speculative play like Super Micro, which already lost more than half of its value in the last six months.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: The Stock That's Doomed To Fail</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer: The Stock That's Doomed To Fail\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-24 17:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4746111-super-micro-computer-the-stock-thats-doomed-to-fail><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySuper Micro Computer lost more than half of its value in the last six months.The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from...</p>\n\n<a href=\"https://seekingalpha.com/article/4746111-super-micro-computer-the-stock-thats-doomed-to-fail\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4746111-super-micro-computer-the-stock-thats-doomed-to-fail","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181162347","content_text":"SummarySuper Micro Computer lost more than half of its value in the last six months.The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from Nasdaq.Even if Super Micro Computer overcomes all the current challenges that it faces, its upside could still be limited because of the recent poor performance of its business.The accounting scandal that began a few months ago has tarnished Super Micro Computer’s stock, which is currently trading close to its 52-week lows. Although some might think that the worst for the company is behind it, we believe that any potential upside is not worth opening a position at this stage. Super Micro still faces some major risks that in our opinion make its stock uninvestable right now.This Has Been A RollercoasterAfter the impressive performance in the first half of 2024, Super Micro’s stock lost all of its momentum in the second half of the year and depreciated by over 50% in the last six months. The real troubles first started in late August when a popular research firm Hindenburg published a bearish report on the company. In the report, Hindenburg accused Super Micro of failing to comply with the sanctions and export controls and highlighted various governance-related issues. The report also stated that Super Micro is engaged in continued proper revenue recognition. This is something that the company was already doing in the past and it resulted in the delisting of its stock from Nasdaq in 2018 and a charge by the Security and Exchange Commission in 2020.Shortly after the report was released, the U.S. Department of Justice opened a probe against the company that is still ongoing. After that, Super Micro’s auditor Ernst & Young resigned, which spooked the market and prevented the company from releasing its earnings report on time. This has led to Nasdaq sending Super Micro a non-compliance letter, which created a new delisting risk. Following all of that, Super Micro was also removed from the Nasdaq 100 and its stock continues to trade in a distressed territory.Super Micro’s performanceThe good thing for Super Micro in all of this is that Nasdaq extended the reporting time for the company, which now needs to release all the missing quarterly and annual filings by February 25, 2025. If that doesn’t happen, then we’ll likely see a delisting of its shares from the exchange like it was a few years ago.However, even if there have been no wrongdoings and Super Micro overcomes all the current legal and regulatory challenges, the upside for its shares could still be limited.Last month, the company already released its preliminary Q1 earnings results, which showed that its revenues are expected to be between $5.9 billion and $6 billion. This is below the Wall Street consensus of $6.79 billion and also below the company’s initial guidance of between $6 billion and $7 billion. If the final report for the period comes out with the same numbers, then the disappointing sales numbers along with the inability to reach its own forecast might indicate that Super Micro’s growth opportunities are limited.From the publicly available reports, we know that Elon Musk’s xAI firm recently started to pull orders for the AI servers from Super Micro to Dell (DELL). It appears that Nvidia (NVDA) has been doing the same thing recently, while Citi (C) named Dell and HP Enterprise (HPE) as the biggest winners in this situation. Even Super Micro’s preliminary outlook for Q2 indicates that the company is expected to generate only between $5.5 billion and $6.1 billion in revenues, below the consensus of $6.79 billion. There are also reports that Super Micro is now looking to raise additional capital, which suggests that the company might have liquidity issues as orders are being canceled. This is why the company’s upside indeed could be limited even if Super Micro overcomes all the challenges that it currently faces.Potential Upside Ahead?There are still several positive things that need to be considered. After the accounting scandal happened, Super Micro launched an internal investigation, which found no misconduct. More importantly, Super Micro agreed with the recommendation of the committee behind the investigation to replace its CFO and said that it doesn’t expect any restatement of its previous earnings reports.Super Micro has also hired BDO USA as its new auditor to review the company’s financial data and approve all the necessary earnings reports before February 25. If the reports come out on time, then Super Micro would likely be able to avoid delisting, which could give a boost to the share price despite the disappointing performance of the business in the recent quarter.In addition, as the AI-server market is expected to grow by 55% and be worth $252 billion next year, Super Micro might have an opportunity to improve its performance next year and exceed the expectations that were recently given by the company along with the preliminary data. This could also boost the share price next year.The Real Value of Super Micro ComputerWhen it comes to valuing Super Micro, we used the currently available data that the company previously reported due to the lack of alternatives. This is something that investors need to keep in mind in light of the recent accounting scandal.The tax rate in our model is 15%, which is below the current corporate tax rate in the United States. Given that under the Trump administration we could see another tax reform that lowers corporate taxes, we believe that it makes sense to use a rate that’s lower than today’s standard rate when forecasting the company’s performance for the next few years. The perpetual growth rate is 3%, which is similar to the historical GDP and inflation rate. We value Super Micro when it’s trading at $31.59 per share and the cash and long-term debt data was taken from the latest available earnings report.The discount rate in the model is 7.89%. We arrived at that rate by calculating Super Micro’s after-tax cost of debt using mostly its TTM data, and the cost of equity. For the cost of equity calculation, we used the risk-free rate of 4.40%, beta of 1.28, and the market return rate of 7.69%. We then weighted the company’s debt and equity to arrive at our discount rate.Super Micro Computer’s valuation modelIn the forecast table below, our sales and EBIT assumptions are mostly similar to the overall consensus for the next couple of years. After that, we expect a gradual normalization of growth rates across the semiconductor industry to more stable levels once the chip capacity issues caused by AI-related demand are resolved. The bottom part of the forecast table mostly aligns with Super Micro’s historical performance and doesn’t have a significant impact on the FCF calculation.With all of those assumptions, our valuation model shows that Super Micro’s enterprise value is $18.91 billion, which is close to Seeking Alpha's enterprise value estimates. We then calculated Super Micro’s equity value by adding cash to the enterprise value and subtracting the long-term debt. In our case, Super Micro’s equity value is $18.80 billion. We then dividend the company’s equity value by the number of its outstanding shares and figured out that Super Micro’s intrinsic value is $29.28 per share, which is below but also fairly close to the current market price at the time of this writing.Super Micro Computer’s valuation modelFinal ThoughtsOur valuation model clearly shows that even if all the previously reported numbers are correct and the current outlook along with the street assumptions are realistic, Super Micro’s stock is still not a good investment. As the AI hype train appears to be losing steam while the number of growth opportunities is limited, giving Super Micro a rating of SELL is the most appropriate thing to do right now.We also think that there are much better semiconductor names on the market right now that are not in the middle of an accounting scandal. In our opinion, long-term investors should rather look for them than bet on a speculative play like Super Micro, which already lost more than half of its value in the last six months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383270312083568,"gmtCreate":1734576939167,"gmtModify":1734576943183,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Why so cautious? Take the chance for this trends before cooling off... there is still room to get it higher..","listText":"Why so cautious? Take the chance for this trends before cooling off... there is still room to get it higher..","text":"Why so cautious? Take the chance for this trends before cooling off... there is still room to get it higher..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383270312083568","repostId":"1116496552","repostType":2,"repost":{"id":"1116496552","kind":"news","pubTimestamp":1734573363,"share":"https://ttm.financial/m/news/1116496552?lang=&edition=fundamental","pubTime":"2024-12-19 09:56","market":"us","language":"en","title":"Rigetti Computing: Don't Burn Your Hands Buying This Peak","url":"https://stock-news.laohu8.com/highlight/detail?id=1116496552","media":"Seeking Alpha","summary":"SummaryQuantum computing stocks have seen significant momentum recently, with some stocks appreciating 5-10x, driven by investor enthusiasm.Rigetti's stock was trading at $11.15 on December 17, 2024, ","content":"<html><head></head><body><h2 id=\"id_2685985465\">Summary</h2><ul style=\"\"><li><p>Quantum computing stocks have seen significant momentum recently, with some stocks appreciating 5-10x, driven by investor enthusiasm.</p></li><li><p>Rigetti&#39;s stock was trading at $11.15 on December 17, 2024, a 9x jump year-over-year. As a result, now the company has a market cap of ~$2.7 billion.</p></li><li><p>Technology-wise, Rigetti&#39;s roadmap looks ambitious but is also loaded with some execution pitfalls.</p></li><li><p>Rigetti&#39;s reliance on government funding and ongoing cash burn make the current valuation unsustainable and highly risky for investors.</p></li><li><p>I&#39;d not risk buying RGTI after its recent pop-up - the likelihood of &#34;burning hand&#34; is now too high, in my opinion.</p></li></ul><h2 id=\"id_2714301809\">Significant Momentum In Quantum Computing Stocks</h2><p>Over the past few weeks, we&#39;ve witnessed significant momentum in quantum computing stocks, driven by investors&#39; enthusiasm for this technology. What&#39;s interesting, even Wall Street professionals are guessing the underlying catalyst for 5-10x appreciation in some stocks like <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing </a> or <a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing, Inc.</a>, my today&#39;s research object.</p><blockquote><p><em>We can&#39;t identify a clear catalyst for this kind of equity appreciation in the space over that time, but we do see continued indications that investment in quantum should continue growing at a rapid pace.</em></p><p>Source: SA News, Morgan Stanley analysts</p></blockquote><p>In fact, quantum computing research and development has increasingly been encouraged by government funding and resources, which is expected to help fuel companies&#39; growth in this field.</p><p>Following the market&#39;s excitement about it, Rigetti&#39;s stock was trading at $11.15 on December 17, 2024, a 9x jump year-over-year. As a result, now the company has a market cap of ~$2.7 billion, although its reported revenue declined in Q3 FY2024 (on a TTM basis, the revenue and gross profit declined by 0.84% and 21.7% YoY, respectively):</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d7ddcb7e00d98685cd34c05b3f639cc\" alt=\"Seeking Alpha, RGTI&#39;s income statement\" title=\"Seeking Alpha, RGTI&#39;s income statement\" tg-width=\"640\" tg-height=\"196\"/><span>Seeking Alpha, RGTI&#39;s income statement</span></p><h3 id=\"id_3794551239\">Recent Financials And Prospects</h3><p>The company reported Q3 FY2024 sales at $2.4 million, a 23% decline from $3.1 million in Q3 FY2023, missing the top-line consensus by ~$1.01 million, according to Seeking Alpha. Their recently shipped 24-qubit quantum system for the UK&#39;s National Quantum Computing Centre (NQCC) generated some revenues, but with a lower gross margin profile, further constraining RGTI&#39;s GP - as a result, the gross margins slumped from 73% to 51% in Q3 FY2024. In my view, this margin erosion clearly illustrates the company&#39;s failure to successfully manage ambitious R&amp;D projects while also meeting its financial targets.</p><p>Yes, from an expense perspective, Rigetti was able to reduce OpEx slightly in Q3 FY2024 to $18.6 million from $19.1 million in Q3 FY2023, but this decline was largely the result of the end of the Ampere Ford contract, which sucked up $1.1 million in costs last year. Rigetti remains woefully unprofitable, accounting for a net loss of ~$14.8 million in the quarter, down from $22.2 million in Q3 FY2023 (the gain was primarily offset by a $2 million positive non-cash adjustment for the derivative warrant and earn-out liabilities).</p><p>Additionally, as I see it, Rigetti&#39;s cash position is an ongoing worry. As of 30 September 2024, it had about $92.6 million in liquid cash and securities, which is like 1.3 years of running its operations at the current scale (based on the operating loss in Q3, which was -$17.3 million). Though management claims that today&#39;s cash runway will cover operations through mid-Q1 2026, with over $60 million of cash burn per year on the books, it appears a new round of funding will need to be raised pretty shortly. In fact, Rigetti already raised ~$12 million in Q3 through its ATM program, and up to $60.2 million of common stock can still be sold under the program. Yet, the firm&#39;s record of shareholder dilution - more than 60% dilution between 2022 and 2024 - sets the alarm bells for potential investors.</p><p>Technology-wise, Rigetti&#39;s roadmap looks ambitious but is also loaded with some execution pitfalls. By mid-2025, the company should introduce a &#34;36-qubit solution based on its modular multi-chip design, which aims for a 99.5% median 2-qubit gate fidelity.&#34; Rigetti expects to scale to 100+ qubit systems by the end of 2025, and a 336-qubit LiRAR system is on the way. Although these successes are essential for real quantum applications, Rigetti&#39;s track record suggests it might be failing. For instance, as another Seeking Alpha analyst Bashar Issa pointed out recently, the company&#39;s 84-qubit Ankaa-2 platform released last year had a 2-qubit gate fidelity of only 98%, which is well short of what you would need in real-world situations. So although promising, the move towards modularity is an implicit acknowledgement of its former monolithic architecture.</p><p>The competitive environment further complicates Rigetti&#39;s smooth growth path. The quantum computing industry is dominated by giant corporations such as IBM (IBM), Google (GOOG) (GOOGL), and Amazon (AMZN), all of which are pouring billions of dollars into superconducting qubits. So even if Rigetti&#39;s superconducting qubit focus provides advantages in gate speed and coupling with classical computation, it&#39;s far behind its major competitors in potentially profitable scalability. Google&#39;s Willow chip, for example, contains 105 qubits and does calculations in minutes that conventional supercomputers would take billions of years. In the meantime, IonQ (IONQ) and PsiQuantum are working on alternative modalities such as trapped ion and photonic qubits, which give longer coherence times and higher accuracy but at slower gate rates.</p><p>Of course, RGTI&#39;s collaboration with Riverlane on quantum error correction (QEC) is a clear advance, as &#34;QEC is key to fault-tolerant quantum computing.&#34; Similarly, its partnership with Nvidia (NVDA) at the Israeli Quantum Computing Center (IQCC) also illustrates the potential for hybrid computing applications. But these initiatives are still in their infancy and haven&#39;t turned into meaningful revenues yet.</p><h3 id=\"id_3768847685\">Rigetti&#39;s Valuation - No Room For Error</h3><p>As of note, Seeking Alpha&#39;s data show that consensus expects only $55 million in Rigetti&#39;s sales by FY2027 - that would place the implied FY2027 P/S ratio at almost ~43x, times more than the median multiple in the industry.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d607635f54f18e46b693212470d897e8\" alt=\"Seeking Alpha, RGTI\" title=\"Seeking Alpha, RGTI\" tg-width=\"640\" tg-height=\"227\"/><span>Seeking Alpha, RGTI</span></p><p>As the NQI Act has run out of funding in 2023, no one knows how it will be funded going forward. Though there is bipartisan support for reauthorization with a $2.7 billion cap over 5 years, the fact that it has been delayed already has a negative effect on Rigetti&#39;s bottom line.</p><p>So again, given a forward revenue multiple of 214x (FY2024) and the expectation of a multiple contraction to just 145x in FY2025, the stock seems to be priced to perfection and doesn&#39;t leave much room for error. No need to speak of the &#34;margin of safety&#34; in this particular case.</p><p>So I&#39;d not burn my hands buying into this kind of strength of the stock.</p><h3 id=\"id_4257545725\">Upside Risks To My Thesis</h3><p>I may be underestimating the larger quantum computing momentum and the company&#39;s ability to exploit the industry&#39;s expansion. The recent stock-rising signals increased optimism about quantum&#39;s transformational potential, and Rigetti&#39;s alliances with Riverlane and Nvidia give it a unique opportunity to exploit hybrid computing. The modular multi-chip design is a switch, but it fits the market and may lead to faster scaling than I&#39;m expecting. Additionally, bipartisan approval of the $2.7 billion NQI reauthorization could offer Rigetti a much-needed cash injection, making it easier to manage expenses without shareholder dilution.</p><h2 id=\"id_651166839\">Your Takeaway</h2><p>While Rigetti&#39;s technologies and alliances look promising indeed, the company&#39;s performance, dependence on government grants, and market competition are all in play, placing uncertainty on its near-term prospects. I think the current balance sheet&#39;s liquidity will likely not be enough to fund the company&#39;s full potential without further dilution. The lack of a clear way to break even is also a major concern. So investors should tread lightly on Rigetti, and the speculative enthusiasm fuelling its recent stock price rally may not hold up against these pressures.</p><p>Again, I&#39;d not risk buying RGTI after its recent pop-up - the likelihood of &#34;burning hand&#34; is now too high, in my opinion.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rigetti Computing: Don't Burn Your Hands Buying This Peak</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRigetti Computing: Don't Burn Your Hands Buying This Peak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-19 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4745056-rigetti-computing-dont-burn-your-hands-buying-this-peak><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryQuantum computing stocks have seen significant momentum recently, with some stocks appreciating 5-10x, driven by investor enthusiasm.Rigetti's stock was trading at $11.15 on December 17, 2024, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4745056-rigetti-computing-dont-burn-your-hands-buying-this-peak\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RGTI":"Rigetti Computing"},"source_url":"https://seekingalpha.com/article/4745056-rigetti-computing-dont-burn-your-hands-buying-this-peak","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116496552","content_text":"SummaryQuantum computing stocks have seen significant momentum recently, with some stocks appreciating 5-10x, driven by investor enthusiasm.Rigetti's stock was trading at $11.15 on December 17, 2024, a 9x jump year-over-year. As a result, now the company has a market cap of ~$2.7 billion.Technology-wise, Rigetti's roadmap looks ambitious but is also loaded with some execution pitfalls.Rigetti's reliance on government funding and ongoing cash burn make the current valuation unsustainable and highly risky for investors.I'd not risk buying RGTI after its recent pop-up - the likelihood of \"burning hand\" is now too high, in my opinion.Significant Momentum In Quantum Computing StocksOver the past few weeks, we've witnessed significant momentum in quantum computing stocks, driven by investors' enthusiasm for this technology. What's interesting, even Wall Street professionals are guessing the underlying catalyst for 5-10x appreciation in some stocks like Quantum Computing  or Rigetti Computing, Inc., my today's research object.We can't identify a clear catalyst for this kind of equity appreciation in the space over that time, but we do see continued indications that investment in quantum should continue growing at a rapid pace.Source: SA News, Morgan Stanley analystsIn fact, quantum computing research and development has increasingly been encouraged by government funding and resources, which is expected to help fuel companies' growth in this field.Following the market's excitement about it, Rigetti's stock was trading at $11.15 on December 17, 2024, a 9x jump year-over-year. As a result, now the company has a market cap of ~$2.7 billion, although its reported revenue declined in Q3 FY2024 (on a TTM basis, the revenue and gross profit declined by 0.84% and 21.7% YoY, respectively):Seeking Alpha, RGTI's income statementRecent Financials And ProspectsThe company reported Q3 FY2024 sales at $2.4 million, a 23% decline from $3.1 million in Q3 FY2023, missing the top-line consensus by ~$1.01 million, according to Seeking Alpha. Their recently shipped 24-qubit quantum system for the UK's National Quantum Computing Centre (NQCC) generated some revenues, but with a lower gross margin profile, further constraining RGTI's GP - as a result, the gross margins slumped from 73% to 51% in Q3 FY2024. In my view, this margin erosion clearly illustrates the company's failure to successfully manage ambitious R&D projects while also meeting its financial targets.Yes, from an expense perspective, Rigetti was able to reduce OpEx slightly in Q3 FY2024 to $18.6 million from $19.1 million in Q3 FY2023, but this decline was largely the result of the end of the Ampere Ford contract, which sucked up $1.1 million in costs last year. Rigetti remains woefully unprofitable, accounting for a net loss of ~$14.8 million in the quarter, down from $22.2 million in Q3 FY2023 (the gain was primarily offset by a $2 million positive non-cash adjustment for the derivative warrant and earn-out liabilities).Additionally, as I see it, Rigetti's cash position is an ongoing worry. As of 30 September 2024, it had about $92.6 million in liquid cash and securities, which is like 1.3 years of running its operations at the current scale (based on the operating loss in Q3, which was -$17.3 million). Though management claims that today's cash runway will cover operations through mid-Q1 2026, with over $60 million of cash burn per year on the books, it appears a new round of funding will need to be raised pretty shortly. In fact, Rigetti already raised ~$12 million in Q3 through its ATM program, and up to $60.2 million of common stock can still be sold under the program. Yet, the firm's record of shareholder dilution - more than 60% dilution between 2022 and 2024 - sets the alarm bells for potential investors.Technology-wise, Rigetti's roadmap looks ambitious but is also loaded with some execution pitfalls. By mid-2025, the company should introduce a \"36-qubit solution based on its modular multi-chip design, which aims for a 99.5% median 2-qubit gate fidelity.\" Rigetti expects to scale to 100+ qubit systems by the end of 2025, and a 336-qubit LiRAR system is on the way. Although these successes are essential for real quantum applications, Rigetti's track record suggests it might be failing. For instance, as another Seeking Alpha analyst Bashar Issa pointed out recently, the company's 84-qubit Ankaa-2 platform released last year had a 2-qubit gate fidelity of only 98%, which is well short of what you would need in real-world situations. So although promising, the move towards modularity is an implicit acknowledgement of its former monolithic architecture.The competitive environment further complicates Rigetti's smooth growth path. The quantum computing industry is dominated by giant corporations such as IBM (IBM), Google (GOOG) (GOOGL), and Amazon (AMZN), all of which are pouring billions of dollars into superconducting qubits. So even if Rigetti's superconducting qubit focus provides advantages in gate speed and coupling with classical computation, it's far behind its major competitors in potentially profitable scalability. Google's Willow chip, for example, contains 105 qubits and does calculations in minutes that conventional supercomputers would take billions of years. In the meantime, IonQ (IONQ) and PsiQuantum are working on alternative modalities such as trapped ion and photonic qubits, which give longer coherence times and higher accuracy but at slower gate rates.Of course, RGTI's collaboration with Riverlane on quantum error correction (QEC) is a clear advance, as \"QEC is key to fault-tolerant quantum computing.\" Similarly, its partnership with Nvidia (NVDA) at the Israeli Quantum Computing Center (IQCC) also illustrates the potential for hybrid computing applications. But these initiatives are still in their infancy and haven't turned into meaningful revenues yet.Rigetti's Valuation - No Room For ErrorAs of note, Seeking Alpha's data show that consensus expects only $55 million in Rigetti's sales by FY2027 - that would place the implied FY2027 P/S ratio at almost ~43x, times more than the median multiple in the industry.Seeking Alpha, RGTIAs the NQI Act has run out of funding in 2023, no one knows how it will be funded going forward. Though there is bipartisan support for reauthorization with a $2.7 billion cap over 5 years, the fact that it has been delayed already has a negative effect on Rigetti's bottom line.So again, given a forward revenue multiple of 214x (FY2024) and the expectation of a multiple contraction to just 145x in FY2025, the stock seems to be priced to perfection and doesn't leave much room for error. No need to speak of the \"margin of safety\" in this particular case.So I'd not burn my hands buying into this kind of strength of the stock.Upside Risks To My ThesisI may be underestimating the larger quantum computing momentum and the company's ability to exploit the industry's expansion. The recent stock-rising signals increased optimism about quantum's transformational potential, and Rigetti's alliances with Riverlane and Nvidia give it a unique opportunity to exploit hybrid computing. The modular multi-chip design is a switch, but it fits the market and may lead to faster scaling than I'm expecting. Additionally, bipartisan approval of the $2.7 billion NQI reauthorization could offer Rigetti a much-needed cash injection, making it easier to manage expenses without shareholder dilution.Your TakeawayWhile Rigetti's technologies and alliances look promising indeed, the company's performance, dependence on government grants, and market competition are all in play, placing uncertainty on its near-term prospects. I think the current balance sheet's liquidity will likely not be enough to fund the company's full potential without further dilution. The lack of a clear way to break even is also a major concern. So investors should tread lightly on Rigetti, and the speculative enthusiasm fuelling its recent stock price rally may not hold up against these pressures.Again, I'd not risk buying RGTI after its recent pop-up - the likelihood of \"burning hand\" is now too high, in my opinion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383049176572088,"gmtCreate":1734560116458,"gmtModify":1734560120606,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Useless news","listText":"Useless news","text":"Useless news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383049176572088","repostId":"2491327018","repostType":2,"repost":{"id":"2491327018","kind":"live","pubTimestamp":1734096600,"share":"https://ttm.financial/m/news/2491327018?lang=&edition=fundamental","pubTime":"2024-12-13 21:30","market":"us","language":"en","title":"Top Wealth Group Holding Limited Announces Receipt of Nasdaq Notification Letter Regarding Minimum Bid Price Deficiency","url":"https://stock-news.laohu8.com/highlight/detail?id=2491327018","media":"THOMSON REUTERS","summary":"Top Wealth Group Holding Limited Announces Receipt of Nasdaq Notification Letter Regarding Minimum B","content":"<html><body><p>Top Wealth Group Holding Limited Announces Receipt of Nasdaq Notification Letter Regarding Minimum Bid Price Deficiency</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Wealth Group Holding Limited Announces Receipt of Nasdaq Notification Letter Regarding Minimum Bid Price Deficiency</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Wealth Group Holding Limited Announces Receipt of Nasdaq Notification Letter Regarding Minimum Bid Price Deficiency\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-13 21:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241213:nTUA6MTRH1:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top Wealth Group Holding Limited Announces Receipt of Nasdaq Notification Letter Regarding Minimum Bid Price Deficiency</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241213:nTUA6MTRH1:1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDAQ":"纳斯达克OMX交易所","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","TWG":"富原集团","BK4212":"包装食品与肉类","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","BK4112":"金融交易所和数据","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","BK4588":"碎股","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","BK4585":"ETF&股票定投概念","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241213:nTUA6MTRH1:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2491327018","content_text":"Top Wealth Group Holding Limited Announces Receipt of Nasdaq Notification Letter Regarding Minimum Bid Price Deficiency","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381857255051432,"gmtCreate":1734258281989,"gmtModify":1734264376743,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Keep repeating saying old stories..nothing to comment please shutup","listText":"Keep repeating saying old stories..nothing to comment please shutup","text":"Keep repeating saying old stories..nothing to comment please shutup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381857255051432","repostId":"1159012586","repostType":2,"repost":{"id":"1159012586","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1734131067,"share":"https://ttm.financial/m/news/1159012586?lang=&edition=fundamental","pubTime":"2024-12-14 07:04","market":"hk","language":"en","title":"Stock Track | Super Micro Computer Plunges 6.23% After-Hours as Auditor Resigns, Filings Delayed","url":"https://stock-news.laohu8.com/highlight/detail?id=1159012586","media":"Stock Track","summary":"Super Micro Computer Inc's stock plunged 6.23% in after-hours trading on Friday, following a tumultuous week where shares declined nearly 17% amid auditor controversies and concerns over delayed financial filings.The company's woes stem from the resignation of Ernst & Young as its auditor, citing a lack of confidence in Super Micro's financial statements. While an independent investigation cleared the company of fraud allegations, investors remain skeptical as Super Micro now faces a February 25","content":"<p>Super Micro Computer Inc's stock plunged 6.23% in after-hours trading on Friday, following a tumultuous week where shares declined nearly 17% amid auditor controversies and concerns over delayed financial filings.</p>\n\n<p>The company's woes stem from the resignation of Ernst & Young as its auditor, citing a lack of confidence in Super Micro's financial statements. While an independent investigation cleared the company of fraud allegations, investors remain skeptical as Super Micro now faces a February 25 deadline to file overdue earnings reports to avoid potential delisting from the Nasdaq.</p>\n\n<p>Adding to the pressure, Super Micro is likely to be removed from the Nasdaq 100 index, further dampening sentiment around the stock. Despite its innovative AI server solutions and robust revenue projections, the company's recent accounting issues and management challenges have raised concerns among investors, causing shares to plummet from a record high of $119 in March to just $37 today.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Super Micro Computer Plunges 6.23% After-Hours as Auditor Resigns, Filings Delayed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Super Micro Computer Plunges 6.23% After-Hours as Auditor Resigns, Filings Delayed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-12-14 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Super Micro Computer Inc's stock plunged 6.23% in after-hours trading on Friday, following a tumultuous week where shares declined nearly 17% amid auditor controversies and concerns over delayed financial filings.</p>\n\n<p>The company's woes stem from the resignation of Ernst & Young as its auditor, citing a lack of confidence in Super Micro's financial statements. While an independent investigation cleared the company of fraud allegations, investors remain skeptical as Super Micro now faces a February 25 deadline to file overdue earnings reports to avoid potential delisting from the Nasdaq.</p>\n\n<p>Adding to the pressure, Super Micro is likely to be removed from the Nasdaq 100 index, further dampening sentiment around the stock. Despite its innovative AI server solutions and robust revenue projections, the company's recent accounting issues and management challenges have raised concerns among investors, causing shares to plummet from a record high of $119 in March to just $37 today.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159012586","content_text":"Super Micro Computer Inc's stock plunged 6.23% in after-hours trading on Friday, following a tumultuous week where shares declined nearly 17% amid auditor controversies and concerns over delayed financial filings.\nThe company's woes stem from the resignation of Ernst & Young as its auditor, citing a lack of confidence in Super Micro's financial statements. While an independent investigation cleared the company of fraud allegations, investors remain skeptical as Super Micro now faces a February 25 deadline to file overdue earnings reports to avoid potential delisting from the Nasdaq.\nAdding to the pressure, Super Micro is likely to be removed from the Nasdaq 100 index, further dampening sentiment around the stock. Despite its innovative AI server solutions and robust revenue projections, the company's recent accounting issues and management challenges have raised concerns among investors, causing shares to plummet from a record high of $119 in March to just $37 today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381007389184080,"gmtCreate":1734050800610,"gmtModify":1734050804841,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Overvalued","listText":"Overvalued","text":"Overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381007389184080","repostId":"1150948446","repostType":2,"repost":{"id":"1150948446","kind":"news","pubTimestamp":1734050371,"share":"https://ttm.financial/m/news/1150948446?lang=&edition=fundamental","pubTime":"2024-12-13 08:39","market":"us","language":"en","title":"Tesla: A Golden Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1150948446","media":"Seeking Alpha","summary":"SummaryTesla has rallied 77% since my bullish call, driven by strong fundamentals, and remains a 'Strong Buy' due to multiple positive catalysts.The upcoming budget Model Q, priced under $30,000 after","content":"<html><head></head><body><h2 id=\"id_4065859434\">Summary</h2><ul style=\"\"><li><p>Tesla has rallied 77% since my bullish call, driven by strong fundamentals, and remains a &#39;Strong Buy&#39; due to multiple positive catalysts.</p></li><li><p>The upcoming budget Model Q, priced under $30,000 after-tax credits, is expected to significantly expand Tesla&#39;s market reach and compete with top-selling vehicles like the Toyota Corolla.</p></li><li><p>Tesla&#39;s diversified ventures in energy and AI, along with stable legacy models and the promising Cybertruck, further justify its attractive valuation and strong growth prospects.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3be9745090be756569c0ddb9f1c66b05\" title=\"Veronique D/iStock Editorial via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>Veronique D/iStock Editorial via Getty Images</span></p><h2 id=\"id_1261665284\">Introduction</h2><p>I feel good because Tesla has rallied by 77% since my bullish call on September 10. I think that the rally was fueled by robust fundamental factors and there is still more potential for the business to demonstrate further expansion. The company remains at the forefront of the EV revolution, and the expected budget Model Q release next year will extremely likely help the company to significantly expand its reach. The Cybertruck is expanding its footprint rapidly, while market positions of legacy models like Y and 3 remain stable as table. Let us also not forget that TSLA is not a purely automotive player. There are robust positive developments in the Energy segment and the company&#39;s AI endeavors. The upside potential is not as wide as it was in September, but my valuation analysis suggests that TSLA is still attractively valued. I believe that all these reasons are strong enough to make me reiterate a &#39;Strong buy&#39; recommendation.</p><h2 id=\"id_29597041\">Fundamental Analysis</h2><p>One of the most exciting 2025 catalysts that I see is the anticipated release of the budget Model Q. This is a sub-$30,000 vehicle after-tax credits, and expansion to this pricing segment cannot be underestimated. Model Q will become the direct competitor of a car that has consistently been among the world&#39;s best-selling vehicles since the 1970s. Of course, I am talking about Toyota Corolla, the legendary model that surpassed total deliveries of 50 million over twelve generations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e647b5fd0b649ac13954764047e8a9ee\" title=\"Statista\" tg-width=\"640\" tg-height=\"473\"/><span>Statista</span></p><p>Tesla&#39;s Model Y already proved its ability to compete with Toyota Corolla, and the cheaper Tesla model will highly likely also conquer a notable portion of Toyota&#39;s market share.</p><p>As Statista&#39;s above chart suggests, Tesla Model Y was the best-selling passenger car worldwide in 2023. This is absolutely fantastic because the model&#39;s production was launched only in 2020. Therefore, I have a firm conviction that due to targeting a large market of price-conscious customers, Model Q also has solid potential to become one of the best-selling vehicles worldwide over just a few years.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/51dcb8adb7279202e63ff0d32d864b2b\" title=\"Calculated by the author\" tg-width=\"414\" tg-height=\"125\"/><span>Calculated by the author</span></p><p>This model can become a huge contributor to the company&#39;s profits should they ramp it up as promptly as Model Y. If we assume that TSLA will achieve a million Model Q deliveries within the next couple of years, it will add approximately $3.3 billion of incremental net income. Tesla&#39;s TTM net income is $12.7 billion, meaning that Model Q has the potential to boost the bottom line by more than 20% over the next few years. My calculations are outlined in the above table.</p><p>Apart from promising prospects of aggressive expansion into the segment of budget models, there are several other reasons to remain bullish. For example, Tesla&#39;s bold move into the pickup truck market where Ford has been dominating for decades, is also developing well. Despite being a very young model, the Cybertruck has already gained a third spot in the U.S. Q3 2024 EV sales. With around 17,000 deliveries during the quarter, Tesla&#39;s pickup has outsold all main competitors including Ford&#39;s F-150 Lightning, Rivian&#39;s R1T, and Chevrolet Silverado EV. This is an extremely bullish sign for Tesla&#39;s investors because cementing its place as the leader in EV pickup sales will certainly bring long-term benefits as the industry is expected to compound with a 30.75% CAGR by 2030.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/17dbaf4cf226ba1ed74302277f4dc911\" title=\"Mordor Intelligence\" tg-width=\"417\" tg-height=\"500\"/><span>Mordor Intelligence</span></p><p>Tesla&#39;s Energy segment is another promising area that often flies under the radar of many investors and readers. The company&#39;s energy generation and storage solutions, including solar panels, Solar Roof, and Powerwall, are gaining traction in both residential and commercial markets. According to TSLA&#39;s Q3 earnings presentation, the Shanghai Megafactory remains on track to begin shipping Megapacks in Q1 2025. This will highly likely unlock a new solid revenue growth driver for TSLA.</p><p>The industry might be volatile due to its relatively young age over the short term, but secular trends are apparently favorable in this domain as well. The renewable energy market&#39;s value is expected to almost double between 2024 and 2030, which is another strong tailwind for TSLA.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10ff17543510e1a1805182290e21fb6b\" title=\"Statista\" tg-width=\"640\" tg-height=\"359\"/><span>Statista</span></p><p>Despite its relatively small scale (compared to Automotive), the Energy segment of Tesla is already profitable and has demonstrated robust positive trends in gross profits. With that being said, further expansion of volumes in this segment will highly likely lead to increased profitability, which will add more value for shareholders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c2e2b7c11886dfc8994084fe8bc13e3f\" title=\"TSLA\" tg-width=\"640\" tg-height=\"644\"/><span>TSLA</span></p><p>Elon Musk would not be Elon Musk if he did not invest aggressively in Tesla&#39;s AI potential. I have said plenty about my bullishness regarding the autonomous driving FSD feature and do not want to repeat the same information. I just want to say that this project is steadily developing and the company already rolled out the brand-new V13.2 version, which is currently tested by a group of users. I have no doubt that the algorithm is consistently improving with the exponential growth in a number of miles driven with FSD and Tesla will be able to deliver an unparalleled autonomous driving experience to its customers. Industry tailwinds are also poised to be robust over the next several years as the market is expected to deliver a 33% CAGR over the next decade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed56af8b3a7bf900135ebb817e1543a2\" title=\"TSLA\" tg-width=\"629\" tg-height=\"310\"/><span>TSLA</span></p><p>Despite Tesla&#39;s Models 3 and Y being quite young, they are already kind of legacy cash cows for the company. Positions of these two models remain stable as table. During the first nine months, these two models were by far the top-selling EVs in the U.S. and the gap between second and third spots is wide, softly speaking. These two models not only ensure Tesla&#39;s intact positioning in the domestic EV market but also help to maintain a leading 17.5% global market share among auto alliances that sell 100% battery-electric vehicles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a64bc56a936732d00645a64dd70cf1b\" title=\"cleantechnica.com\" tg-width=\"640\" tg-height=\"262\"/><span>cleantechnica.com</span></p><h2 id=\"id_265187978\">Valuation Analysis</h2><p>My fundamental analysis emphasized the fact that Tesla has exposure to multiple large and rapidly growing industries, which makes it an absolute growth champion. This makes Tesla&#39;s high valuation ratios explainable. The stock&#39;s valuation has always been extremely growth-oriented because of the company&#39;s ability to deliver on its bold growth promises.</p><p>Therefore, I prefer to rely the most on the DCF model in Tesla&#39;s case. Tesla&#39;s WACC is 7.4%. The FY 2025-2026 revenue projection relies on consensus because it is an average opinion of more than 30 Wall Street analysts which I believe is a strong representative sample. For the years after FY 2026, I forecast a steady revenue growth deceleration by 25 basis points per year. Tesla&#39;s FCF margin average for the last five years is 5.94%, which is the base-year assumption. Due to Tesla&#39;s exposure to several thriving industries and the company&#39;s historically strong ability to expand profitability as the business scales up, I expect the FCF margin to expand by 250 basis points every year between FY 2025 and FY 2029.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e624fa3fd5203cd9b57c30070a7a38b4\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"439\"/><span>Chart</span></p><p>The constant growth rate is aggressive at 5.5%, but companies like Apple and Microsoft proved that it is possible to maintain a high double-digit revenue CAGR for 40 years. According to Seeking Alpha, the number of shares outstanding is 3.2 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd4ae3250b82fb768093107a80a993c1\" alt=\"Calculated by the author\" title=\"Calculated by the author\" tg-width=\"640\" tg-height=\"296\"/><span>Calculated by the author</span></p><p>TSLA&#39;s fair share price is $445. Thus, despite a solid rally in the last few weeks, there is still an 11% discount offered by the stock. For a stock like Tesla with strong exposure to multiple mega-trends and dominant positioning in the EV space, I think that an 11% discount is a golden buying opportunity. Moreover, experienced investors know that the FOMO effect can add up a significant premium over the fair share price.</p><h2 id=\"id_2207434010\">Mitigating Factors</h2><p>The U.S. economy is doing well. This is acknowledged by the Fed&#39;s Chairman, Jerome Powell, who recently said that the Fed might be &#39;cautious&#39; about further interest rate cuts. A tight monetary environment presents a temporary yet significant headwind for Tesla, as most cars in the U.S. are purchased through leases or loans. Prolonged higher interest rates could make consumers more cautious about spending on high-ticket items, which would weigh on overall demand for new vehicles. As a company that dominates the U.S. EV market, Tesla might suffer significantly from this headwind. Though, it will be temporary.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab868a270dfd3a32d80f84d81407a203\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>The stock is overbought, which I see from a high 75 RSI indicator. When a stock gains tens of percentage points over a relatively short term, there is always a substantial risk of a correction. The set of positive catalysts for TSLA is powerful, but it does not mean that short-term gains are guaranteed.</p><h2 id=\"id_1482724776\">Conclusion</h2><p>Tesla remains a solid buying opportunity. The valuation is still attractive with an 11% upside potential and the company is surrounded by several robust positive catalysts.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: A Golden Buying Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: A Golden Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-13 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4743491-tesla-tsla-stock-a-golden-buying-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has rallied 77% since my bullish call, driven by strong fundamentals, and remains a 'Strong Buy' due to multiple positive catalysts.The upcoming budget Model Q, priced under $30,000 after...</p>\n\n<a href=\"https://seekingalpha.com/article/4743491-tesla-tsla-stock-a-golden-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4743491-tesla-tsla-stock-a-golden-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150948446","content_text":"SummaryTesla has rallied 77% since my bullish call, driven by strong fundamentals, and remains a 'Strong Buy' due to multiple positive catalysts.The upcoming budget Model Q, priced under $30,000 after-tax credits, is expected to significantly expand Tesla's market reach and compete with top-selling vehicles like the Toyota Corolla.Tesla's diversified ventures in energy and AI, along with stable legacy models and the promising Cybertruck, further justify its attractive valuation and strong growth prospects.Veronique D/iStock Editorial via Getty ImagesIntroductionI feel good because Tesla has rallied by 77% since my bullish call on September 10. I think that the rally was fueled by robust fundamental factors and there is still more potential for the business to demonstrate further expansion. The company remains at the forefront of the EV revolution, and the expected budget Model Q release next year will extremely likely help the company to significantly expand its reach. The Cybertruck is expanding its footprint rapidly, while market positions of legacy models like Y and 3 remain stable as table. Let us also not forget that TSLA is not a purely automotive player. There are robust positive developments in the Energy segment and the company's AI endeavors. The upside potential is not as wide as it was in September, but my valuation analysis suggests that TSLA is still attractively valued. I believe that all these reasons are strong enough to make me reiterate a 'Strong buy' recommendation.Fundamental AnalysisOne of the most exciting 2025 catalysts that I see is the anticipated release of the budget Model Q. This is a sub-$30,000 vehicle after-tax credits, and expansion to this pricing segment cannot be underestimated. Model Q will become the direct competitor of a car that has consistently been among the world's best-selling vehicles since the 1970s. Of course, I am talking about Toyota Corolla, the legendary model that surpassed total deliveries of 50 million over twelve generations.StatistaTesla's Model Y already proved its ability to compete with Toyota Corolla, and the cheaper Tesla model will highly likely also conquer a notable portion of Toyota's market share.As Statista's above chart suggests, Tesla Model Y was the best-selling passenger car worldwide in 2023. This is absolutely fantastic because the model's production was launched only in 2020. Therefore, I have a firm conviction that due to targeting a large market of price-conscious customers, Model Q also has solid potential to become one of the best-selling vehicles worldwide over just a few years.Calculated by the authorThis model can become a huge contributor to the company's profits should they ramp it up as promptly as Model Y. If we assume that TSLA will achieve a million Model Q deliveries within the next couple of years, it will add approximately $3.3 billion of incremental net income. Tesla's TTM net income is $12.7 billion, meaning that Model Q has the potential to boost the bottom line by more than 20% over the next few years. My calculations are outlined in the above table.Apart from promising prospects of aggressive expansion into the segment of budget models, there are several other reasons to remain bullish. For example, Tesla's bold move into the pickup truck market where Ford has been dominating for decades, is also developing well. Despite being a very young model, the Cybertruck has already gained a third spot in the U.S. Q3 2024 EV sales. With around 17,000 deliveries during the quarter, Tesla's pickup has outsold all main competitors including Ford's F-150 Lightning, Rivian's R1T, and Chevrolet Silverado EV. This is an extremely bullish sign for Tesla's investors because cementing its place as the leader in EV pickup sales will certainly bring long-term benefits as the industry is expected to compound with a 30.75% CAGR by 2030.Mordor IntelligenceTesla's Energy segment is another promising area that often flies under the radar of many investors and readers. The company's energy generation and storage solutions, including solar panels, Solar Roof, and Powerwall, are gaining traction in both residential and commercial markets. According to TSLA's Q3 earnings presentation, the Shanghai Megafactory remains on track to begin shipping Megapacks in Q1 2025. This will highly likely unlock a new solid revenue growth driver for TSLA.The industry might be volatile due to its relatively young age over the short term, but secular trends are apparently favorable in this domain as well. The renewable energy market's value is expected to almost double between 2024 and 2030, which is another strong tailwind for TSLA.StatistaDespite its relatively small scale (compared to Automotive), the Energy segment of Tesla is already profitable and has demonstrated robust positive trends in gross profits. With that being said, further expansion of volumes in this segment will highly likely lead to increased profitability, which will add more value for shareholders.TSLAElon Musk would not be Elon Musk if he did not invest aggressively in Tesla's AI potential. I have said plenty about my bullishness regarding the autonomous driving FSD feature and do not want to repeat the same information. I just want to say that this project is steadily developing and the company already rolled out the brand-new V13.2 version, which is currently tested by a group of users. I have no doubt that the algorithm is consistently improving with the exponential growth in a number of miles driven with FSD and Tesla will be able to deliver an unparalleled autonomous driving experience to its customers. Industry tailwinds are also poised to be robust over the next several years as the market is expected to deliver a 33% CAGR over the next decade.TSLADespite Tesla's Models 3 and Y being quite young, they are already kind of legacy cash cows for the company. Positions of these two models remain stable as table. During the first nine months, these two models were by far the top-selling EVs in the U.S. and the gap between second and third spots is wide, softly speaking. These two models not only ensure Tesla's intact positioning in the domestic EV market but also help to maintain a leading 17.5% global market share among auto alliances that sell 100% battery-electric vehicles.cleantechnica.comValuation AnalysisMy fundamental analysis emphasized the fact that Tesla has exposure to multiple large and rapidly growing industries, which makes it an absolute growth champion. This makes Tesla's high valuation ratios explainable. The stock's valuation has always been extremely growth-oriented because of the company's ability to deliver on its bold growth promises.Therefore, I prefer to rely the most on the DCF model in Tesla's case. Tesla's WACC is 7.4%. The FY 2025-2026 revenue projection relies on consensus because it is an average opinion of more than 30 Wall Street analysts which I believe is a strong representative sample. For the years after FY 2026, I forecast a steady revenue growth deceleration by 25 basis points per year. Tesla's FCF margin average for the last five years is 5.94%, which is the base-year assumption. Due to Tesla's exposure to several thriving industries and the company's historically strong ability to expand profitability as the business scales up, I expect the FCF margin to expand by 250 basis points every year between FY 2025 and FY 2029.ChartThe constant growth rate is aggressive at 5.5%, but companies like Apple and Microsoft proved that it is possible to maintain a high double-digit revenue CAGR for 40 years. According to Seeking Alpha, the number of shares outstanding is 3.2 billion.Calculated by the authorTSLA's fair share price is $445. Thus, despite a solid rally in the last few weeks, there is still an 11% discount offered by the stock. For a stock like Tesla with strong exposure to multiple mega-trends and dominant positioning in the EV space, I think that an 11% discount is a golden buying opportunity. Moreover, experienced investors know that the FOMO effect can add up a significant premium over the fair share price.Mitigating FactorsThe U.S. economy is doing well. This is acknowledged by the Fed's Chairman, Jerome Powell, who recently said that the Fed might be 'cautious' about further interest rate cuts. A tight monetary environment presents a temporary yet significant headwind for Tesla, as most cars in the U.S. are purchased through leases or loans. Prolonged higher interest rates could make consumers more cautious about spending on high-ticket items, which would weigh on overall demand for new vehicles. As a company that dominates the U.S. EV market, Tesla might suffer significantly from this headwind. Though, it will be temporary.Data by YChartsThe stock is overbought, which I see from a high 75 RSI indicator. When a stock gains tens of percentage points over a relatively short term, there is always a substantial risk of a correction. The set of positive catalysts for TSLA is powerful, but it does not mean that short-term gains are guaranteed.ConclusionTesla remains a solid buying opportunity. The valuation is still attractive with an 11% upside potential and the company is surrounded by several robust positive catalysts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380628616688168,"gmtCreate":1733969809962,"gmtModify":1733969814192,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"why u didn't say the value was now much difference?? Lol..","listText":"why u didn't say the value was now much difference?? Lol..","text":"why u didn't say the value was now much difference?? Lol..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380628616688168","repostId":"379354419163424","repostType":1,"repost":{"id":379354419163424,"gmtCreate":1733643490634,"gmtModify":1733643494510,"author":{"id":"4096668465903400","authorId":"4096668465903400","name":"gwennselvam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096668465903400","authorIdStr":"4096668465903400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$&nbsp;</a> hi can I knw wat going on w the seatrium???? I bought 200 now 20 only????","listText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$&nbsp;</a> hi can I knw wat going on w the seatrium???? I bought 200 now 20 only????","text":"$Seatrium Ltd(5E2.SI)$ hi can I knw wat going on w the seatrium???? I bought 200 now 20 only????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379354419163424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380585509769288,"gmtCreate":1733967431511,"gmtModify":1733967436511,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01252\">$CHINA TIANRUI(01252)$ </a> wow..this&nbsp; counter good or not...I won 1 time and bought it again but down quite many percentage already...","listText":"<a href=\"https://ttm.financial/S/01252\">$CHINA TIANRUI(01252)$ </a> wow..this&nbsp; counter good or not...I won 1 time and bought it again but down quite many percentage already...","text":"$CHINA TIANRUI(01252)$ wow..this counter good or not...I won 1 time and bought it again but down quite many percentage already...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380585509769288","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380169029439848,"gmtCreate":1733842693409,"gmtModify":1733842755706,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> stupid usa...good news and it went down","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> stupid usa...good news and it went down","text":"$Micron Technology(MU)$ stupid usa...good news and it went down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":49,"link":"https://ttm.financial/post/380169029439848","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378301747364200,"gmtCreate":1733401929921,"gmtModify":1733401932878,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWG\">$Top Wealth Group Holding Limited(TWG)$ </a> no bloody news at all","listText":"<a href=\"https://ttm.financial/S/TWG\">$Top Wealth Group Holding Limited(TWG)$ </a> no bloody news at all","text":"$Top Wealth Group Holding Limited(TWG)$ no bloody news at all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378301747364200","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378011173347376,"gmtCreate":1733315762144,"gmtModify":1733315766297,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Nothing is so called 'investment'..everything here is a gambling... be realistic","listText":"Nothing is so called 'investment'..everything here is a gambling... be realistic","text":"Nothing is so called 'investment'..everything here is a gambling... be realistic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378011173347376","repostId":"1199304506","repostType":2,"repost":{"id":"1199304506","kind":"news","pubTimestamp":1733283900,"share":"https://ttm.financial/m/news/1199304506?lang=&edition=fundamental","pubTime":"2024-12-04 11:45","market":"us","language":"en","title":"Super Micro Computer: You're Gambling If You Buy This, Not Investing","url":"https://stock-news.laohu8.com/highlight/detail?id=1199304506","media":"Seeking Alpha","summary":"SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines","content":"<html><head></head><body><h2 id=\"id_2210350387\">Summary</h2><ul style=\"\"><li><p>SMCI&#39;s recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.</p></li><li><p>SMCI&#39;s past issues include NASDAQ delisting, SEC fines, which all raise serious concerns about its financial integrity.</p></li><li><p>The appointment of BDO as the new auditor offers some hope but doesn&#39;t eliminate the significant risks and unresolved issues identified by Ernst &amp; Young.</p></li><li><p>Investing in SMCI now is more akin to gambling than smart investing due to the high level of unknowns and potential for severe negative outcomes.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d0dd59825e09cdca1d96afc5c7f9a0d1\" alt=\"SlavkoSereda/iStock via Getty Images\" title=\"SlavkoSereda/iStock via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>SlavkoSereda/iStock via Getty Images</span></p><h2 id=\"id_2160079058\">Introduction</h2><p>I mostly like to talk about buying opportunities here on Seeking Alpha, but I&#39;ve noted that a lot of people have been buying Super Micro Computer (NASDAQ:SMCI) recently, post the news that they appointed BDO as auditor.</p><p>Despite this appointment having some potential good news and a sign of hope, there&#39;s way too many unknowns and risk factors that, as investors on the outside, we just don&#39;t know the answers to. Of course, when we invest, there&#39;s always some unknowns and risks to take, but for me here, there&#39;s just way too many unknowns, which makes it a very illogical investment.</p><h2 id=\"id_1452235947\">Background</h2><p>SMCI has been on a crazy ride throughout 2024, rising from $28 back in January all the way up to $115 in March, which equates to a 307% increase in 3 months.</p><p>It then dropped down to $18 by November 15th, erasing 85% of the total market cap. This drop came after Ernst &amp; Young (SMCI&#39;s auditor) resigned on October 24th. Ernst &amp; Young cited reasons including:</p><ul style=\"\"><li><p>Lack of trust in management</p></li><li><p>Weak internal controls</p></li><li><p>Lack of board independence</p></li></ul><p>When an auditor resigns from auditing a client the size of SMCI it&#39;s never a good sign. Auditors spend hours fighting to win over the biggest clients which allows them to rake in the huge audit fees, but when they deem the risk of being associated with a listed client to be far more negative than the huge audit fees they would receive, there&#39;s likely something out of the ordinary going on.</p><h2 id=\"id_146560957\">Here&#39;s why SMCI is not worth investing into.</h2><p>If this auditor resignation was a one-off issue, then I&#39;d be inclined to give SMCI the benefit of doubt (though I&#39;d still remain extremely cautious), but unfortunately this negativity around SMCI is not a one-off at all.</p><p>The past 6 years has seen:</p><ul style=\"\"><li><p>NASDAQ delisting</p></li><li><p>$17.5 million fine to SEC</p></li><li><p>Hindenburg Research (one of the most famous short sellers)</p></li><li><p>Department of Justice probe</p></li></ul><p>I&#39;m going to go over each one of these to explain exactly what&#39;s happened and my take on them all.</p><h3 id=\"id_2241418678\">NASDAQ delisting - 2018</h3><p>SMCI was temporarily delisted from the NASDAQ stock exchange in August 2018 due to failure to comply with NASDAQ timelines of financial reports. Companies get delisted for many reasons, however the 3 main reasons are:</p><ol start=\"1\" style=\"\"><li><p>Voluntary delisting.</p></li><li><p>Falling below a certain market cap or $1.00 stock price.</p></li><li><p>Accounting issues/missed deadlines.</p></li></ol><p>Reason 3 is exactly why SMCI got delisted, and it tends to be the least common and perhaps most serious due to the internal inefficiencies. NASDAQ generally does have fairly long &#34;grace periods&#34; meaning SMCI failed to comply with the extended NASDAQ deadlines, something which has not happened to a company of SMCI&#39;s size in a long time.</p><h3 id=\"id_37544222\">Fine</h3><p>In 2020, SMCI paid a $17.5 million fine to the SEC for accounting violations in which they neither admitted nor denied the SEC findings. The violations were due to incorrect revenue recognition, understating expenses, and other accounting violations over a period of 3 years.</p><p>Arguably a one-off instance like this would not cause too much panic, but the continuous nature of this raises skepticism.</p><h3 id=\"id_1199563137\">Department of Justice</h3><p>On top of all this negativity, SMCI has an ongoing DoJ (Department of Justice) probe which is looking into accounting violations. DoJ probes are a big deal and are likely to have an overarching effect on the SMCI stock price even if all of all the other unknowns start to become more clear.</p><p>As I mentioned before with the Hindenburg research, we have to take their report with a pinch of salt since they are a short-seller after all. However, an investigation by the DoJ is much more serious and anything that comes up in that investigation will materially affect SMCI&#39;s future.</p><h3 id=\"id_494708400\">BDO Appointment</h3><p>The positive news after all of this is that SMCI managed to appoint BDO (the 5th largest accounting firm) after all of the above incidents, which has to be a win because it gives them hope to at least restore investor confidence, and prepare some financial statements. That&#39;s all the good news I can say about this though.</p><p>The bad news is that BDO isn&#39;t a big 4 company that SMCI would have appointed. BDO also has had poor results over recent years in terms of audit quality. To put it simply, SMCI would not have wanted to appoint an auditor outside of the Big 4. It&#39;s a shame that this is the way it is, but for a company in the S&amp;P 500, Big 4 auditors are by far the most common. Unless there&#39;s a good reason not to appoint a Big 4 auditor, S&amp;P 500 companies simply look a bit more questionable if they don&#39;t have a Big 4 company auditing them.</p><p>The other important thing to note is that even though SMCI has appointed a BDO, initial screening or conversations with EY (previous auditor) have not occurred. This was all disclosed in the 8-K but obviously wasn&#39;t part of the headlines. Simply what is happening is that BDO are the only company to at least consider looking at the SMCI books in the hope that everything is ok, and therefore they potentially have one of the biggest clients on the books.</p><p>In my opinion, realistically, the issues that EY found won&#39;t have been resolved and BDO will also likely find these issues, meaning they&#39;ll not sign off.</p><p>Let me take this even further. A first year audit takes a long time. It includes getting a very solid understanding of the company, the internal controls, previous period&#39;s numbers etc., etc. In my opinion, the entire process likely cannot happen before February 2025, which is when NASDAQ has granted a filing extension until.</p><p>If the BDO does manage to get all this work done, and assuming there&#39;s no issues found (unlikely in my opinion), there is still a chance of secondary reviews by regulators.</p><h2 id=\"id_4231930187\">So is SMCI a buy, sell, or hold?</h2><p>SMCI has performed well the last 3 weeks post appointment of auditor, BDO, plus a short squeeze. Whilst the share price shows some potential signs of recovery, I hope this article made it clear exactly how much risk there still is.</p><p>SMCI still has to get BDO to audit their financials by February without any findings, a potential secondary review, and also get through the DoJ investigation to essentially survive. If any of these come back with material findings, I think there&#39;s a very good chance that SMCI gets delisted, which will, of course, have material consequences for all investors.</p><p>Of course, I may be wrong here, and I may be overly worried about the legitimacy of the financials, but when there&#39;s hundreds and if not thousands of other stocks without any risk of these issues, I don&#39;t see why it&#39;s worth risking an investment into SMCI.</p><p>My overall take is that I&#39;d give it a 50:50 chance as to whether SMCI recovers and, in my opinion, investing in them is much more gambling, rather than data driven, educated, smart investing.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: You're Gambling If You Buy This, Not Investing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer: You're Gambling If You Buy This, Not Investing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-04 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines...</p>\n\n<a href=\"https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199304506","content_text":"SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines, which all raise serious concerns about its financial integrity.The appointment of BDO as the new auditor offers some hope but doesn't eliminate the significant risks and unresolved issues identified by Ernst & Young.Investing in SMCI now is more akin to gambling than smart investing due to the high level of unknowns and potential for severe negative outcomes.SlavkoSereda/iStock via Getty ImagesIntroductionI mostly like to talk about buying opportunities here on Seeking Alpha, but I've noted that a lot of people have been buying Super Micro Computer (NASDAQ:SMCI) recently, post the news that they appointed BDO as auditor.Despite this appointment having some potential good news and a sign of hope, there's way too many unknowns and risk factors that, as investors on the outside, we just don't know the answers to. Of course, when we invest, there's always some unknowns and risks to take, but for me here, there's just way too many unknowns, which makes it a very illogical investment.BackgroundSMCI has been on a crazy ride throughout 2024, rising from $28 back in January all the way up to $115 in March, which equates to a 307% increase in 3 months.It then dropped down to $18 by November 15th, erasing 85% of the total market cap. This drop came after Ernst & Young (SMCI's auditor) resigned on October 24th. Ernst & Young cited reasons including:Lack of trust in managementWeak internal controlsLack of board independenceWhen an auditor resigns from auditing a client the size of SMCI it's never a good sign. Auditors spend hours fighting to win over the biggest clients which allows them to rake in the huge audit fees, but when they deem the risk of being associated with a listed client to be far more negative than the huge audit fees they would receive, there's likely something out of the ordinary going on.Here's why SMCI is not worth investing into.If this auditor resignation was a one-off issue, then I'd be inclined to give SMCI the benefit of doubt (though I'd still remain extremely cautious), but unfortunately this negativity around SMCI is not a one-off at all.The past 6 years has seen:NASDAQ delisting$17.5 million fine to SECHindenburg Research (one of the most famous short sellers)Department of Justice probeI'm going to go over each one of these to explain exactly what's happened and my take on them all.NASDAQ delisting - 2018SMCI was temporarily delisted from the NASDAQ stock exchange in August 2018 due to failure to comply with NASDAQ timelines of financial reports. Companies get delisted for many reasons, however the 3 main reasons are:Voluntary delisting.Falling below a certain market cap or $1.00 stock price.Accounting issues/missed deadlines.Reason 3 is exactly why SMCI got delisted, and it tends to be the least common and perhaps most serious due to the internal inefficiencies. NASDAQ generally does have fairly long \"grace periods\" meaning SMCI failed to comply with the extended NASDAQ deadlines, something which has not happened to a company of SMCI's size in a long time.FineIn 2020, SMCI paid a $17.5 million fine to the SEC for accounting violations in which they neither admitted nor denied the SEC findings. The violations were due to incorrect revenue recognition, understating expenses, and other accounting violations over a period of 3 years.Arguably a one-off instance like this would not cause too much panic, but the continuous nature of this raises skepticism.Department of JusticeOn top of all this negativity, SMCI has an ongoing DoJ (Department of Justice) probe which is looking into accounting violations. DoJ probes are a big deal and are likely to have an overarching effect on the SMCI stock price even if all of all the other unknowns start to become more clear.As I mentioned before with the Hindenburg research, we have to take their report with a pinch of salt since they are a short-seller after all. However, an investigation by the DoJ is much more serious and anything that comes up in that investigation will materially affect SMCI's future.BDO AppointmentThe positive news after all of this is that SMCI managed to appoint BDO (the 5th largest accounting firm) after all of the above incidents, which has to be a win because it gives them hope to at least restore investor confidence, and prepare some financial statements. That's all the good news I can say about this though.The bad news is that BDO isn't a big 4 company that SMCI would have appointed. BDO also has had poor results over recent years in terms of audit quality. To put it simply, SMCI would not have wanted to appoint an auditor outside of the Big 4. It's a shame that this is the way it is, but for a company in the S&P 500, Big 4 auditors are by far the most common. Unless there's a good reason not to appoint a Big 4 auditor, S&P 500 companies simply look a bit more questionable if they don't have a Big 4 company auditing them.The other important thing to note is that even though SMCI has appointed a BDO, initial screening or conversations with EY (previous auditor) have not occurred. This was all disclosed in the 8-K but obviously wasn't part of the headlines. Simply what is happening is that BDO are the only company to at least consider looking at the SMCI books in the hope that everything is ok, and therefore they potentially have one of the biggest clients on the books.In my opinion, realistically, the issues that EY found won't have been resolved and BDO will also likely find these issues, meaning they'll not sign off.Let me take this even further. A first year audit takes a long time. It includes getting a very solid understanding of the company, the internal controls, previous period's numbers etc., etc. In my opinion, the entire process likely cannot happen before February 2025, which is when NASDAQ has granted a filing extension until.If the BDO does manage to get all this work done, and assuming there's no issues found (unlikely in my opinion), there is still a chance of secondary reviews by regulators.So is SMCI a buy, sell, or hold?SMCI has performed well the last 3 weeks post appointment of auditor, BDO, plus a short squeeze. Whilst the share price shows some potential signs of recovery, I hope this article made it clear exactly how much risk there still is.SMCI still has to get BDO to audit their financials by February without any findings, a potential secondary review, and also get through the DoJ investigation to essentially survive. If any of these come back with material findings, I think there's a very good chance that SMCI gets delisted, which will, of course, have material consequences for all investors.Of course, I may be wrong here, and I may be overly worried about the legitimacy of the financials, but when there's hundreds and if not thousands of other stocks without any risk of these issues, I don't see why it's worth risking an investment into SMCI.My overall take is that I'd give it a 50:50 chance as to whether SMCI recovers and, in my opinion, investing in them is much more gambling, rather than data driven, educated, smart investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375205836378152,"gmtCreate":1732606995291,"gmtModify":1732606999335,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$&nbsp;</a> when seatrium will start giving dividends???","listText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$&nbsp;</a> when seatrium will start giving dividends???","text":"$Seatrium Ltd(5E2.SI)$ when seatrium will start giving dividends???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375205836378152","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372543403753768,"gmtCreate":1731962098743,"gmtModify":1731962102880,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> panic selling now....","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> panic selling now....","text":"$SUPER MICRO COMPUTER INC(SMCI)$ panic selling now....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372543403753768","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371385534529768,"gmtCreate":1731679414435,"gmtModify":1731680828000,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWG\">$Top Wealth Group Holding Limited(TWG)$ </a> stupid and useless company why no news at all? At least tell us when the company will bankrupt.. damn useless management","listText":"<a href=\"https://ttm.financial/S/TWG\">$Top Wealth Group Holding Limited(TWG)$ </a> stupid and useless company why no news at all? At least tell us when the company will bankrupt.. damn useless management","text":"$Top Wealth Group Holding Limited(TWG)$ stupid and useless company why no news at all? At least tell us when the company will bankrupt.. damn useless management","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/371385534529768","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4167119297311952","authorId":"4167119297311952","name":"William Aro Avatea","avatar":"https://community-static.tradeup.com/news/d4c196acfc4f5f2e98a2a9980463abff","crmLevel":1,"crmLevelSwitch":0,"idStr":"4167119297311952","authorIdStr":"4167119297311952"},"content":"I agree on this 100% , search up the executives","text":"I agree on this 100% , search up the executives","html":"I agree on this 100% , search up the executives"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371245373296960,"gmtCreate":1731675797083,"gmtModify":1731675801795,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Keep repeating posting the same news...lol","listText":"Keep repeating posting the same news...lol","text":"Keep repeating posting the same news...lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371245373296960","repostId":"2483326611","repostType":2,"repost":{"id":"2483326611","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1731674641,"share":"https://ttm.financial/m/news/2483326611?lang=&edition=fundamental","pubTime":"2024-11-15 20:44","market":"us","language":"en","title":"Super Micro's Looming Deadline Fuels Fear of Delisting. Here's What That Means","url":"https://stock-news.laohu8.com/highlight/detail?id=2483326611","media":"Dow Jones","summary":"Super Micro's stock was already delisted once before, in a drawn-out process with various extensions. Super Micro Computer Inc. faces a looming deadline to outline how it will get back in the good graces of the Nasdaq, with the server maker on thin ice as it tries to maintain its listing on the exchange.But the company's past delisting shows that the process of reaching that point can be drawn-out, with various extensions given along the way.Super Micro  already delayed its annual filing to review its financial controls. It said in a September filing that it was informed by the Nasdaq that it had 60 calendar days from Sept. 17 to get the exchange's approval for a plan detailing how it will get back in compliance with listing requirements. That gets to a date of Nov. 16.Read on: Super Micro's stock falls further as it faces new hurdle with filing deadlines","content":"<html><head></head><body><p>Super Micro&#39;s stock was already delisted once before, in a drawn-out process with various extensions.</p><p> <a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a> faces a looming deadline to outline how it will get back in the good graces of the Nasdaq, with the server maker on thin ice as it tries to maintain its listing on the exchange.</p><p>But the company&#39;s past delisting shows that the process of reaching that point can be drawn-out, with various extensions given along the way.</p><p>Super Micro already delayed its annual filing to review its financial controls. It said in a September filing that it was informed by the Nasdaq that it had 60 calendar days from Sept. 17 to get the exchange&#39;s approval for a plan detailing how it will get back in compliance with listing requirements. That gets to a date of Nov. 16.</p><p>Nasdaq rules on &#34;discipline&#34; state that the &#34;last day of the period so computed shall be included, unless it is a Saturday, Sunday or federal holiday, in which event the period runs until the end of the next day that is not a Saturday, Sunday or federal holiday.&#34;</p><p>A source close to the company said the effective deadline is Nov. 18 since the 60-day deadline falls on a Saturday.</p><p>Submission of a satisfactory plan has been made harder by the fact that Super Micro&#39;s last auditor, Ernst &amp; Young, resigned last month after raising concerns about the company&#39;s accounting and saying that it wasn&#39;t willing to be associated with management&#39;s financial statements.</p><p>&#34;To remain listed Super Micro needs to submit to Nasdaq a plan of how they are going to regain compliance,&#34; said Olga Usvyatsky, an accounting analyst and author of an accounting newsletter, Deep Quarry. &#34;It is up to Nasdaq whether to accept or reject the plan.&#34;</p><p>Were the Nasdaq to accept Super Micro&#39;s plan, the company might get an extension to get current on its requirements, she added.</p><p>It seems unlikely that Super Micro will have a new auditor by the time the Nasdaq deadline comes around. The company disclosed Wednesday that it will also need time to file its quarterly filing for the most recent quarter. In doing so, Super Micro said in a filing that it &#34;needs additional time &#34;to select and engage a successor firm&#34; and for that auditor to review the financial statements from last fiscal year.</p><p>Super Micro shares are down 62% in the past month, and Wall Street seems pessimistic that the company will be able to satisfy the deadline and thus keep its Nasdaq listing without an auditor. The company said in Wednesday&#39;s filing that it was &#34;diligently working to select an independent registered public accounting firm.&#34;</p><p>&#34;As we previously disclosed, [Super Micro] intends to take all necessary steps to achieve compliance with the Nasdaq continued listing requirements as soon as possible,&#34; a company spokesperson told MarketWatch on Thursday.</p><p>It remains to be seen if the company will be able to submit a satisfactory proposal without an auditor or whether the Nasdaq would be willing to accept a proposal if Super Micro doesn&#39;t yet have a new accountant but can show it&#39;s close to getting one.</p><p>If Super Micro shares ultimately get delisted, they would continue to trade but do so over the counter rather than on the Nasdaq exchange, and perhaps with a change to the company&#39;s ticker symbol. When electric-vehicle maker Fisker was delisted earlier this year, it moved to OTC trading, and the company&#39;s ticker symbol changed to &#34;FSRN&#34; from &#34;FSR.&#34;</p><p>Super Micro was delisted already, back in 2018, which might mean that the Nasdaq has it on a shorter leash this time around.</p><p>Back in September 2017, Super Micro had delayed its annual filing and was notified by the Nasdaq that it had 60 days to submit a proposal for how it would get back in compliance. Super Micro said it could appeal if its plan didn&#39;t get accepted.</p><p>When that 60-day deadline hit in November 2017, the company said it needed more time to complete and audit review and finalize its financials. The company was then given some time to submit a revised plan.</p><p>By March 2018, Super Micro&#39;s stock had still yet to be delisted, and the company sought a hearing with the Nasdaq at which it would present a plan to get back in compliance with Nasdaq requirements. At the time, Super Micro noted in a filing that the hearings panel had the authority to grant it up to 360 days from when the original filing was due in order to regain its compliance.</p><p>That May, Super Micro said it was on track to submit the needed filings and the hearings panel granted it until August of that year to get current with filing requirements. The panel said Super Micro was able to stay listed until then.</p><p>But the company fell short of that August 2018 deadline as well, with its shares moving to the OTC markets after they were suspended from the Nasdaq.</p><p>In all, it was a drawn-out process that investors shouldn&#39;t rule out this time around either.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro's Looming Deadline Fuels Fear of Delisting. Here's What That Means</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro's Looming Deadline Fuels Fear of Delisting. Here's What That Means\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-15 20:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Super Micro&#39;s stock was already delisted once before, in a drawn-out process with various extensions.</p><p> <a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a> faces a looming deadline to outline how it will get back in the good graces of the Nasdaq, with the server maker on thin ice as it tries to maintain its listing on the exchange.</p><p>But the company&#39;s past delisting shows that the process of reaching that point can be drawn-out, with various extensions given along the way.</p><p>Super Micro already delayed its annual filing to review its financial controls. It said in a September filing that it was informed by the Nasdaq that it had 60 calendar days from Sept. 17 to get the exchange&#39;s approval for a plan detailing how it will get back in compliance with listing requirements. That gets to a date of Nov. 16.</p><p>Nasdaq rules on &#34;discipline&#34; state that the &#34;last day of the period so computed shall be included, unless it is a Saturday, Sunday or federal holiday, in which event the period runs until the end of the next day that is not a Saturday, Sunday or federal holiday.&#34;</p><p>A source close to the company said the effective deadline is Nov. 18 since the 60-day deadline falls on a Saturday.</p><p>Submission of a satisfactory plan has been made harder by the fact that Super Micro&#39;s last auditor, Ernst &amp; Young, resigned last month after raising concerns about the company&#39;s accounting and saying that it wasn&#39;t willing to be associated with management&#39;s financial statements.</p><p>&#34;To remain listed Super Micro needs to submit to Nasdaq a plan of how they are going to regain compliance,&#34; said Olga Usvyatsky, an accounting analyst and author of an accounting newsletter, Deep Quarry. &#34;It is up to Nasdaq whether to accept or reject the plan.&#34;</p><p>Were the Nasdaq to accept Super Micro&#39;s plan, the company might get an extension to get current on its requirements, she added.</p><p>It seems unlikely that Super Micro will have a new auditor by the time the Nasdaq deadline comes around. The company disclosed Wednesday that it will also need time to file its quarterly filing for the most recent quarter. In doing so, Super Micro said in a filing that it &#34;needs additional time &#34;to select and engage a successor firm&#34; and for that auditor to review the financial statements from last fiscal year.</p><p>Super Micro shares are down 62% in the past month, and Wall Street seems pessimistic that the company will be able to satisfy the deadline and thus keep its Nasdaq listing without an auditor. The company said in Wednesday&#39;s filing that it was &#34;diligently working to select an independent registered public accounting firm.&#34;</p><p>&#34;As we previously disclosed, [Super Micro] intends to take all necessary steps to achieve compliance with the Nasdaq continued listing requirements as soon as possible,&#34; a company spokesperson told MarketWatch on Thursday.</p><p>It remains to be seen if the company will be able to submit a satisfactory proposal without an auditor or whether the Nasdaq would be willing to accept a proposal if Super Micro doesn&#39;t yet have a new accountant but can show it&#39;s close to getting one.</p><p>If Super Micro shares ultimately get delisted, they would continue to trade but do so over the counter rather than on the Nasdaq exchange, and perhaps with a change to the company&#39;s ticker symbol. When electric-vehicle maker Fisker was delisted earlier this year, it moved to OTC trading, and the company&#39;s ticker symbol changed to &#34;FSRN&#34; from &#34;FSR.&#34;</p><p>Super Micro was delisted already, back in 2018, which might mean that the Nasdaq has it on a shorter leash this time around.</p><p>Back in September 2017, Super Micro had delayed its annual filing and was notified by the Nasdaq that it had 60 days to submit a proposal for how it would get back in compliance. Super Micro said it could appeal if its plan didn&#39;t get accepted.</p><p>When that 60-day deadline hit in November 2017, the company said it needed more time to complete and audit review and finalize its financials. The company was then given some time to submit a revised plan.</p><p>By March 2018, Super Micro&#39;s stock had still yet to be delisted, and the company sought a hearing with the Nasdaq at which it would present a plan to get back in compliance with Nasdaq requirements. At the time, Super Micro noted in a filing that the hearings panel had the authority to grant it up to 360 days from when the original filing was due in order to regain its compliance.</p><p>That May, Super Micro said it was on track to submit the needed filings and the hearings panel granted it until August of that year to get current with filing requirements. The panel said Super Micro was able to stay listed until then.</p><p>But the company fell short of that August 2018 deadline as well, with its shares moving to the OTC markets after they were suspended from the Nasdaq.</p><p>In all, it was a drawn-out process that investors shouldn&#39;t rule out this time around either.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑","BK4588":"碎股","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","BK4585":"ETF&股票定投概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483326611","content_text":"Super Micro's stock was already delisted once before, in a drawn-out process with various extensions. SUPER MICRO COMPUTER INC faces a looming deadline to outline how it will get back in the good graces of the Nasdaq, with the server maker on thin ice as it tries to maintain its listing on the exchange.But the company's past delisting shows that the process of reaching that point can be drawn-out, with various extensions given along the way.Super Micro already delayed its annual filing to review its financial controls. It said in a September filing that it was informed by the Nasdaq that it had 60 calendar days from Sept. 17 to get the exchange's approval for a plan detailing how it will get back in compliance with listing requirements. That gets to a date of Nov. 16.Nasdaq rules on \"discipline\" state that the \"last day of the period so computed shall be included, unless it is a Saturday, Sunday or federal holiday, in which event the period runs until the end of the next day that is not a Saturday, Sunday or federal holiday.\"A source close to the company said the effective deadline is Nov. 18 since the 60-day deadline falls on a Saturday.Submission of a satisfactory plan has been made harder by the fact that Super Micro's last auditor, Ernst & Young, resigned last month after raising concerns about the company's accounting and saying that it wasn't willing to be associated with management's financial statements.\"To remain listed Super Micro needs to submit to Nasdaq a plan of how they are going to regain compliance,\" said Olga Usvyatsky, an accounting analyst and author of an accounting newsletter, Deep Quarry. \"It is up to Nasdaq whether to accept or reject the plan.\"Were the Nasdaq to accept Super Micro's plan, the company might get an extension to get current on its requirements, she added.It seems unlikely that Super Micro will have a new auditor by the time the Nasdaq deadline comes around. The company disclosed Wednesday that it will also need time to file its quarterly filing for the most recent quarter. In doing so, Super Micro said in a filing that it \"needs additional time \"to select and engage a successor firm\" and for that auditor to review the financial statements from last fiscal year.Super Micro shares are down 62% in the past month, and Wall Street seems pessimistic that the company will be able to satisfy the deadline and thus keep its Nasdaq listing without an auditor. The company said in Wednesday's filing that it was \"diligently working to select an independent registered public accounting firm.\"\"As we previously disclosed, [Super Micro] intends to take all necessary steps to achieve compliance with the Nasdaq continued listing requirements as soon as possible,\" a company spokesperson told MarketWatch on Thursday.It remains to be seen if the company will be able to submit a satisfactory proposal without an auditor or whether the Nasdaq would be willing to accept a proposal if Super Micro doesn't yet have a new accountant but can show it's close to getting one.If Super Micro shares ultimately get delisted, they would continue to trade but do so over the counter rather than on the Nasdaq exchange, and perhaps with a change to the company's ticker symbol. When electric-vehicle maker Fisker was delisted earlier this year, it moved to OTC trading, and the company's ticker symbol changed to \"FSRN\" from \"FSR.\"Super Micro was delisted already, back in 2018, which might mean that the Nasdaq has it on a shorter leash this time around.Back in September 2017, Super Micro had delayed its annual filing and was notified by the Nasdaq that it had 60 days to submit a proposal for how it would get back in compliance. Super Micro said it could appeal if its plan didn't get accepted.When that 60-day deadline hit in November 2017, the company said it needed more time to complete and audit review and finalize its financials. The company was then given some time to submit a revised plan.By March 2018, Super Micro's stock had still yet to be delisted, and the company sought a hearing with the Nasdaq at which it would present a plan to get back in compliance with Nasdaq requirements. At the time, Super Micro noted in a filing that the hearings panel had the authority to grant it up to 360 days from when the original filing was due in order to regain its compliance.That May, Super Micro said it was on track to submit the needed filings and the hearings panel granted it until August of that year to get current with filing requirements. The panel said Super Micro was able to stay listed until then.But the company fell short of that August 2018 deadline as well, with its shares moving to the OTC markets after they were suspended from the Nasdaq.In all, it was a drawn-out process that investors shouldn't rule out this time around either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370888668774432,"gmtCreate":1731588115645,"gmtModify":1731590028769,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G13.SI\">$Genting Sing(G13.SI)$&nbsp;</a> stupid counter","listText":"<a href=\"https://ttm.financial/S/G13.SI\">$Genting Sing(G13.SI)$&nbsp;</a> stupid counter","text":"$Genting Sing(G13.SI)$ stupid counter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370888668774432","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370842068033856,"gmtCreate":1731576740832,"gmtModify":1731576744564,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Bankruptcy would be nice","listText":"Bankruptcy would be nice","text":"Bankruptcy would be nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370842068033856","repostId":"2483582867","repostType":2,"repost":{"id":"2483582867","kind":"live","pubTimestamp":1731575258,"share":"https://ttm.financial/m/news/2483582867?lang=&edition=fundamental","pubTime":"2024-11-14 17:07","market":"us","language":"en","title":"Super Micro Computer Shares Fall 8.1% Premarket, Set to Extend Losses for Fifth Straight Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2483582867","media":"THOMSON REUTERS","summary":"Super Micro Computer Shares Fall 8.1% Premarket, Set to Extend Losses for Fifth Straight Day","content":"<html><body><p>Super Micro Computer Shares Fall 8.1% Premarket, Set to Extend Losses for Fifth Straight Day</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer Shares Fall 8.1% Premarket, Set to Extend Losses for Fifth Straight Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer Shares Fall 8.1% Premarket, Set to Extend Losses for Fifth Straight Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 17:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241114:nL4N3ML0XL:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer Shares Fall 8.1% Premarket, Set to Extend Losses for Fifth Straight Day</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241114:nL4N3ML0XL:1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","BK4585":"ETF&股票定投概念","BK4588":"碎股"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241114:nL4N3ML0XL:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483582867","content_text":"Super Micro Computer Shares Fall 8.1% Premarket, Set to Extend Losses for Fifth Straight Day","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370841549988208,"gmtCreate":1731576645274,"gmtModify":1731577294140,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWG\">$Top Wealth Group Holding Limited(TWG)$ </a> dumbest share ever","listText":"<a href=\"https://ttm.financial/S/TWG\">$Top Wealth Group Holding Limited(TWG)$ </a> dumbest share ever","text":"$Top Wealth Group Holding Limited(TWG)$ dumbest share ever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370841549988208","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368434601877536,"gmtCreate":1730987520983,"gmtModify":1730987525232,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWG\">$Top Wealth Group Holding Limited(TWG)$ </a> shitty stock","listText":"<a href=\"https://ttm.financial/S/TWG\">$Top Wealth Group Holding Limited(TWG)$ </a> shitty stock","text":"$Top Wealth Group Holding Limited(TWG)$ shitty stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368434601877536","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366921542070472,"gmtCreate":1730588868598,"gmtModify":1730588872618,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Let it delisted","listText":"Let it delisted","text":"Let it delisted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366921542070472","repostId":"2480543875","repostType":2,"repost":{"id":"2480543875","kind":"highlight","pubTimestamp":1730563119,"share":"https://ttm.financial/m/news/2480543875?lang=&edition=fundamental","pubTime":"2024-11-02 23:58","market":"us","language":"en","title":"SMCI Stock: Once-In-A-Lifetime Opportunity, or Is Super Micro Computer Doomed?","url":"https://stock-news.laohu8.com/highlight/detail?id=2480543875","media":"Insider Monkey","summary":"If you're just looking at raw percentage gains since the AI mania began, Super Micro Computer  would probably qualify for the top spot of which stock popped the most--before it crashed.This stock has been riddled with a boatload of problems and is down 77% from its March peak--39% in the past month alone. SMCI stock now trades at just 13 times trailing earnings. This low earnings multiple suggests either of the following: the market is punishing Super Micro Computer more than it should or the books are cooked more than we can imagine.READ ALSO: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.The Rise and  Fall of Super Micro Computer. In late September, The Wall Street Journal reported that the Justice Department had launched a probe into Super Micr","content":"<html><body><p>If you're just looking at raw percentage gains since the AI mania began, Super Micro Computer (NASDAQ:SMCI) would probably qualify for the top spot of which stock popped the most--before it crashed.</p>\n<p>This stock has been riddled with a boatload of problems and is down 77% from its March peak--39% in the past month alone. SMCI stock now trades at just 13 times trailing earnings. This low earnings multiple suggests either of the following: the market is punishing Super Micro Computer more than it should <em>or</em> the books are cooked more than we can imagine.</p>\n<p>To draw conclusions here, let's take a deeper look into the drama behind the stock and what could happen going forward. I'm going to assume you know nothing about this business, so let's understand what it is.</p>\n<p><b>READ ALSO:</b> <b>8 Best Wide Moat Stocks to Buy Now</b><b> and</b> <b>30 Most Important AI Stocks According to BlackRock</b><strong>.</strong></p>\n<h2>What Does Super Micro Computer Do?</h2>\n<p>Super Micro Computer describes itself in its recent 10-Q report as \"...a Silicon Valley-based provider of accelerated compute platforms that are comprised of application-optimized high performance and high-efficiency server and storage systems for a variety of markets, including enterprise data centers, cloud computing, artificial intelligence (“AI”), 5G and edge computing. Our Total IT Solutions include complete servers, storage systems, modular blade servers, blades, workstations, full rack scale solutions, networking devices, server sub-systems, server management and security software. We also provide global support and services to help our customers install, upgrade and maintain their computing infrastructure.\"</p>\n<p>In simple terms, sell servers for cloud computing and AI models. This makes them--or at least you'd think as such--a very good bet on AI. That's exactly why this stock rallied so much and analysts were so optimistic about where it was heading. The breadth of this company's products across so many high-growth areas made it the perfect AI bet in some sense:</p>\n<p><img height=\"1834\" src=\"https://s1.yimg.com/uu/api/res/1.2/fxFNZQ8CSuUKh_JeDO0t3Q--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/a18361259705134cfe323138bf539e95\" width=\"1458\"/></p>\n<p>So, why didn't this bet pay off in recent months?</p>\n<h2>The Rise and (Recent) Fall of Super Micro Computer</h2>\n<p>The product suite here really made it a natural beneficiary of the AI boom. AI computing power was--and still is--surging. It only made sense that companies that are providing the hardware for these power-hungry large language models were about to post triple-digit growth figures and nosebleed valuations.</p>\n<p>The stock rose ~4,630% from the end of 2019 to its peak.</p>\n<p>However, cracks began to appear in August when short-seller Hindenburg Research published a report alleging accounting irregularities at Super Micro. The company then delayed filing its annual 10-K report. You don't really do this unless something is really wrong--and something was wrong.</p>\n<p>While management downplayed the issues--stating they did not expect significant restatements--the scrutiny was too much to not have an impact.</p>\n<p>In late September, <em>The Wall Street Journal</em> reported that the Justice Department had launched a probe into Super Micro following the Hindenburg report allegations. This news caused Super Micro shares to fall 12% in a single trading session.</p>\n<p>The real bombshell dropped on October 30th when Super Micro disclosed that its auditor Ernst &amp; Young (EY) had resigned. EY said it could no longer rely on management's representations. SMCI stock plunged 30% on that news and analysts began pulling back price targets significantly. SMCI stock now trades at $26 as of writing.</p>\n<h2>Should You Catch This Falling Knife?</h2>\n<p>As I've noted before: this stock trades at just 13 times trailing earnings. It's a data center company with huge potential, and any AI stock trading at such a low amount should warrant a closer look.</p>\n<p>And what do you do when you want to take a closer look? The vast majority of analysts would look at the company's income statement and balance sheet, along with whatever supplementary information it has to make a judgment about whether or not they think the price is undervalued or overvalued.</p>\n<p>However, the Hindenburg report and the auditor's resignation puts all previous reports from Super Micro Computer into question. One could waggle around its earnings figures and projections to show you it's trading so low, but when you look at what has happened, how confident can you really be about those earnings figures?</p>\n<p>It's not just earnings figures that are hanging in the balance. The fact that Super Micro Computer has been delaying its 10-K for this long suggests that books may have been cooked enough to burn other parts of the income statement and maybe even the balance sheet. As a result, things are very murky here. The history behind SMCI makes it pretty fishy.</p>\n<p><img height=\"2026\" src=\"https://s1.yimg.com/uu/api/res/1.2/Y07Bep4J7d3Qcyw9Tns4FQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/a7c304180c5ca3c0e3252043e74feae4\" width=\"1346\"/></p>\n<p>Regardless, I still think Super Micro Computer is worth looking into. The books can only be cooked so much--if they are cooked in the first place--so, even if we discount 20% off its earnings for potential financial statement manipulation, SMCI stock is still going for a fire sale compared to other AI companies.</p>\n<p>So before you make a decision, let's get a basic overview of Super Micro's financials.</p>\n<p><img height=\"2012\" src=\"https://s.yimg.com/uu/api/res/1.2/zCwoZYjIqZeHt0wO9zP7uw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/378d127c221bdf54d5685bf708a9f17e\" width=\"1400\"/></p>\n<p>Here are some things to keep in mind beyond those figures:</p>\n<p><img height=\"1970\" src=\"https://s.yimg.com/uu/api/res/1.2/4dnGECVH.zrJy5PoyLQk3A--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/db687ae477bb2a645ca2765f09fc1843\" width=\"1272\"/></p>\n<p>If I were forced to take management's figures as is--without assuming significant manipulation or delisting--I would say SMCI stock is a falling knife that could be worth catching if you are someone who's okay with losing a good portion of that investment if things don't turn out as expected.</p>\n<h2>SMCI's Financial Expectations</h2>\n<p>I believe it is a good idea to look into a range of expectations going forward to have a broader idea of where this train is heading. The company's management is obviously going to give you some very rosy figures going forward, but let's look into what analysts think.</p>\n<p><img height=\"1652\" src=\"https://s.yimg.com/uu/api/res/1.2/5awWIj.nVht3aA2LxScSsQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/8e3361d8a868fee301a159835652cb48\" width=\"838\"/></p>\n<p>At the midpoint of these projections, you're paying 7.7 times forward earnings for next year, and 5.8 times earnings for FY2026's earnings. You're also paying 0.55 times forward sales, and 0.47 times FY2026 sales.</p>\n<p>The median forward PE ratio among 851 hardware companies is 16.25 times. The forward PS ratio of 0.55 is also much lower than the company's broader industry average. SMCI stock will look even cheaper if you compare it to some high-caliber AI companies.</p>\n<p>But again, take everything with a spoonful of salt, because there's a decent possibility that the earnings figures we're dealing with are not accurate. If that turns out to be true, estimates will be revised down substantially.</p>\n<p>The Beneish M-Score is a mathematical model that we can use to try and identify if a company manipulated its earnings. Here's how SMCI performs:</p>\n<p><img height=\"1730\" src=\"https://s.yimg.com/uu/api/res/1.2/5kYQ.a0F.5usKnolr_XuXw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/1a6ef021b8dbbedd7fbc3d07889c3e59\" width=\"1424\"/></p>\n<p>Of course, The Beneish M-Score isn't foolproof, but it's something to keep in mind if you're putting money into SMCI.</p>\n<h2>The Bottom Line</h2>\n<p>My take is that if you are chasing high-risk, high-reward AI bets, buying SMCI could end up being worth it. The premium you're paying is much lower than other AI companies, so there's a clear argument that the negatives here have been priced in.</p>\n<p>However, I would not buy SMCI if you are a value investor or if you are uncomfortable with losing over 50% of your money.</p>\n<p><img height=\"1258\" src=\"https://s.yimg.com/uu/api/res/1.2/OA_b5oNxnqC8aiHMFCQjGA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/f3198772479b36b3b6bd35a19098b5fc\" width=\"2040\"/></p>\n<p><img height=\"1788\" src=\"https://s.yimg.com/uu/api/res/1.2/2rfJcTlwqbyvYHm.vgEOSQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/249a6ca314e0128ee55fac51dc9d1c36\" width=\"2230\"/></p>\n<p>I'm relying heavily on analyst estimates, but my doomsday scenario is what I believe could be the floor if everything that could go wrong, does go wrong. A bad recession could drag it down even lower.</p>\n<p>$13 may be hard to swallow for some bulls--even if it's the worst price target--but you should consider that very few would've thought that its current price of $26 would've been possible if they were asked just a few months back.</p>\n<p>With all that in mind, I think whether or not SMCI is a buy relies entirely on how much risk you're okay with taking. I would give SMCI stock a \"speculative buy\" rating at best due to the huge amount of uncertainty. If you can't afford to take big hits--a retiree, for example--I would not touch this stock with a ten-foot pole.</p>\n<p>There are better AI bets out there; often safer--with higher upside potential.</p>\n<p>While we acknowledge the potential of SMCI as an AI play, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about the <b>cheapest AI stock</b>.</p>\n<p><b>READ NEXT:</b> <strong>10 Best Pet Stocks To Invest In According to Analysts</strong><b> and 15 AI News Investors Should Not Miss.</b></p>\n<p>Disclosure: None. This article was originally published at Insider Monkey.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SMCI Stock: Once-In-A-Lifetime Opportunity, or Is Super Micro Computer Doomed?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSMCI Stock: Once-In-A-Lifetime Opportunity, or Is Super Micro Computer Doomed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-02 23:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/smci-stock-once-lifetime-opportunity-155839822.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're just looking at raw percentage gains since the AI mania began, Super Micro Computer (NASDAQ:SMCI) would probably qualify for the top spot of which stock popped the most--before it crashed.\n...</p>\n\n<a href=\"https://finance.yahoo.com/news/smci-stock-once-lifetime-opportunity-155839822.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/p0rHS7_iIWbanLghFo4MsQ--~B/aD0xODM0O3c9MTQ1ODthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/insidermonkey.com/a18361259705134cfe323138bf539e95","relate_stocks":{"BK4585":"ETF&股票定投概念","SMCI":"超微电脑","BK4588":"碎股","BK4180":"家用器具与特殊消费品","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4170":"电脑硬件、储存设备及电脑周边","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LCUT":"生活时光品牌家具"},"source_url":"https://finance.yahoo.com/news/smci-stock-once-lifetime-opportunity-155839822.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2480543875","content_text":"If you're just looking at raw percentage gains since the AI mania began, Super Micro Computer (NASDAQ:SMCI) would probably qualify for the top spot of which stock popped the most--before it crashed.\nThis stock has been riddled with a boatload of problems and is down 77% from its March peak--39% in the past month alone. SMCI stock now trades at just 13 times trailing earnings. This low earnings multiple suggests either of the following: the market is punishing Super Micro Computer more than it should or the books are cooked more than we can imagine.\nTo draw conclusions here, let's take a deeper look into the drama behind the stock and what could happen going forward. I'm going to assume you know nothing about this business, so let's understand what it is.\nREAD ALSO: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.\nWhat Does Super Micro Computer Do?\nSuper Micro Computer describes itself in its recent 10-Q report as \"...a Silicon Valley-based provider of accelerated compute platforms that are comprised of application-optimized high performance and high-efficiency server and storage systems for a variety of markets, including enterprise data centers, cloud computing, artificial intelligence (“AI”), 5G and edge computing. Our Total IT Solutions include complete servers, storage systems, modular blade servers, blades, workstations, full rack scale solutions, networking devices, server sub-systems, server management and security software. We also provide global support and services to help our customers install, upgrade and maintain their computing infrastructure.\"\nIn simple terms, sell servers for cloud computing and AI models. This makes them--or at least you'd think as such--a very good bet on AI. That's exactly why this stock rallied so much and analysts were so optimistic about where it was heading. The breadth of this company's products across so many high-growth areas made it the perfect AI bet in some sense:\n\nSo, why didn't this bet pay off in recent months?\nThe Rise and (Recent) Fall of Super Micro Computer\nThe product suite here really made it a natural beneficiary of the AI boom. AI computing power was--and still is--surging. It only made sense that companies that are providing the hardware for these power-hungry large language models were about to post triple-digit growth figures and nosebleed valuations.\nThe stock rose ~4,630% from the end of 2019 to its peak.\nHowever, cracks began to appear in August when short-seller Hindenburg Research published a report alleging accounting irregularities at Super Micro. The company then delayed filing its annual 10-K report. You don't really do this unless something is really wrong--and something was wrong.\nWhile management downplayed the issues--stating they did not expect significant restatements--the scrutiny was too much to not have an impact.\nIn late September, The Wall Street Journal reported that the Justice Department had launched a probe into Super Micro following the Hindenburg report allegations. This news caused Super Micro shares to fall 12% in a single trading session.\nThe real bombshell dropped on October 30th when Super Micro disclosed that its auditor Ernst & Young (EY) had resigned. EY said it could no longer rely on management's representations. SMCI stock plunged 30% on that news and analysts began pulling back price targets significantly. SMCI stock now trades at $26 as of writing.\nShould You Catch This Falling Knife?\nAs I've noted before: this stock trades at just 13 times trailing earnings. It's a data center company with huge potential, and any AI stock trading at such a low amount should warrant a closer look.\nAnd what do you do when you want to take a closer look? The vast majority of analysts would look at the company's income statement and balance sheet, along with whatever supplementary information it has to make a judgment about whether or not they think the price is undervalued or overvalued.\nHowever, the Hindenburg report and the auditor's resignation puts all previous reports from Super Micro Computer into question. One could waggle around its earnings figures and projections to show you it's trading so low, but when you look at what has happened, how confident can you really be about those earnings figures?\nIt's not just earnings figures that are hanging in the balance. The fact that Super Micro Computer has been delaying its 10-K for this long suggests that books may have been cooked enough to burn other parts of the income statement and maybe even the balance sheet. As a result, things are very murky here. The history behind SMCI makes it pretty fishy.\n\nRegardless, I still think Super Micro Computer is worth looking into. The books can only be cooked so much--if they are cooked in the first place--so, even if we discount 20% off its earnings for potential financial statement manipulation, SMCI stock is still going for a fire sale compared to other AI companies.\nSo before you make a decision, let's get a basic overview of Super Micro's financials.\n\nHere are some things to keep in mind beyond those figures:\n\nIf I were forced to take management's figures as is--without assuming significant manipulation or delisting--I would say SMCI stock is a falling knife that could be worth catching if you are someone who's okay with losing a good portion of that investment if things don't turn out as expected.\nSMCI's Financial Expectations\nI believe it is a good idea to look into a range of expectations going forward to have a broader idea of where this train is heading. The company's management is obviously going to give you some very rosy figures going forward, but let's look into what analysts think.\n\nAt the midpoint of these projections, you're paying 7.7 times forward earnings for next year, and 5.8 times earnings for FY2026's earnings. You're also paying 0.55 times forward sales, and 0.47 times FY2026 sales.\nThe median forward PE ratio among 851 hardware companies is 16.25 times. The forward PS ratio of 0.55 is also much lower than the company's broader industry average. SMCI stock will look even cheaper if you compare it to some high-caliber AI companies.\nBut again, take everything with a spoonful of salt, because there's a decent possibility that the earnings figures we're dealing with are not accurate. If that turns out to be true, estimates will be revised down substantially.\nThe Beneish M-Score is a mathematical model that we can use to try and identify if a company manipulated its earnings. Here's how SMCI performs:\n\nOf course, The Beneish M-Score isn't foolproof, but it's something to keep in mind if you're putting money into SMCI.\nThe Bottom Line\nMy take is that if you are chasing high-risk, high-reward AI bets, buying SMCI could end up being worth it. The premium you're paying is much lower than other AI companies, so there's a clear argument that the negatives here have been priced in.\nHowever, I would not buy SMCI if you are a value investor or if you are uncomfortable with losing over 50% of your money.\n\n\nI'm relying heavily on analyst estimates, but my doomsday scenario is what I believe could be the floor if everything that could go wrong, does go wrong. A bad recession could drag it down even lower.\n$13 may be hard to swallow for some bulls--even if it's the worst price target--but you should consider that very few would've thought that its current price of $26 would've been possible if they were asked just a few months back.\nWith all that in mind, I think whether or not SMCI is a buy relies entirely on how much risk you're okay with taking. I would give SMCI stock a \"speculative buy\" rating at best due to the huge amount of uncertainty. If you can't afford to take big hits--a retiree, for example--I would not touch this stock with a ten-foot pole.\nThere are better AI bets out there; often safer--with higher upside potential.\nWhile we acknowledge the potential of SMCI as an AI play, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 10 Best Pet Stocks To Invest In According to Analysts and 15 AI News Investors Should Not Miss.\nDisclosure: None. This article was originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":321566451740688,"gmtCreate":1719537793047,"gmtModify":1719819601997,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$ </a> seatrium is going to close shop..there is no way they ever can make any profit. They got those contract with low profit and high cost. In the end all useless.&nbsp;","listText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$ </a> seatrium is going to close shop..there is no way they ever can make any profit. They got those contract with low profit and high cost. In the end all useless.&nbsp;","text":"$Seatrium Ltd(5E2.SI)$ seatrium is going to close shop..there is no way they ever can make any profit. They got those contract with low profit and high cost. In the end all useless.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":84,"commentSize":13,"repostSize":1001,"link":"https://ttm.financial/post/321566451740688","isVote":1,"tweetType":1,"viewCount":23515,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4138919106325372","authorId":"4138919106325372","name":"Jamesang","avatar":"https://community-static.tradeup.com/news/151ac8d77111cda5e95902a8694b5a41","crmLevel":6,"crmLevelSwitch":0,"idStr":"4138919106325372","authorIdStr":"4138919106325372"},"content":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","text":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","html":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380169029439848,"gmtCreate":1733842693409,"gmtModify":1733842755706,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> stupid usa...good news and it went down","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> stupid usa...good news and it went down","text":"$Micron Technology(MU)$ stupid usa...good news and it went down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":49,"link":"https://ttm.financial/post/380169029439848","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338630985773184,"gmtCreate":1723686228281,"gmtModify":1723686232192,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$ </a> time to short it again","listText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$ </a> time to short it again","text":"$Seatrium Ltd(5E2.SI)$ time to short it again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/338630985773184","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290813790666960,"gmtCreate":1712025378192,"gmtModify":1712025381525,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a> hopeless counter still","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a> hopeless counter still","text":"$Seatrium(S51.SI)$ hopeless counter still","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/290813790666960","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101039681233300","authorId":"4101039681233300","name":"Sheila K","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"4101039681233300","authorIdStr":"4101039681233300"},"content":"I waste my money buying this stupid stocks…😭😭😭","text":"I waste my money buying this stupid stocks…😭😭😭","html":"I waste my money buying this stupid stocks…😭😭😭"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320152154050648,"gmtCreate":1719191221451,"gmtModify":1719191224911,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$ </a> today prediction...down 4 to 5c.. shorter please so short it","listText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$ </a> today prediction...down 4 to 5c.. shorter please so short it","text":"$Seatrium Ltd(5E2.SI)$ today prediction...down 4 to 5c.. shorter please so short it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/320152154050648","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4138919106325372","authorId":"4138919106325372","name":"Jamesang","avatar":"https://community-static.tradeup.com/news/151ac8d77111cda5e95902a8694b5a41","crmLevel":6,"crmLevelSwitch":0,"idStr":"4138919106325372","authorIdStr":"4138919106325372"},"content":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","text":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","html":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316484076335392,"gmtCreate":1718294267732,"gmtModify":1718294273366,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FSLY\">$Fastly, Inc.(FSLY)$ </a> useless stock","listText":"<a href=\"https://ttm.financial/S/FSLY\">$Fastly, Inc.(FSLY)$ </a> useless stock","text":"$Fastly, Inc.(FSLY)$ useless stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/316484076335392","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":224526281449504,"gmtCreate":1695824901646,"gmtModify":1695825228936,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AVGR\">$Avinger(AVGR)$ &nbsp;</a>what stupid share it is","listText":"<a href=\"https://ttm.financial/S/AVGR\">$Avinger(AVGR)$ &nbsp;</a>what stupid share it is","text":"$Avinger(AVGR)$ what stupid share it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/224526281449504","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577418957665129","authorId":"3577418957665129","name":"Isaac252525","avatar":"https://static.tigerbbs.com/1ab0ed9ed153a20dc139e5a75ad0fece","crmLevel":4,"crmLevelSwitch":0,"idStr":"3577418957665129","authorIdStr":"3577418957665129"},"content":"So agree… it’s a stupid share. I lost 200k usd","text":"So agree… it’s a stupid share. I lost 200k usd","html":"So agree… it’s a stupid share. I lost 200k usd"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286155044847808,"gmtCreate":1710896890179,"gmtModify":1710927601910,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a> today targeted lowest is 0.071 to 0.073","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a> today targeted lowest is 0.071 to 0.073","text":"$Seatrium(S51.SI)$ today targeted lowest is 0.071 to 0.073","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":14,"repostSize":2,"link":"https://ttm.financial/post/286155044847808","isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581582741176868","authorId":"3581582741176868","name":"Meoooow","avatar":"https://community-static.tradeup.com/news/c0057abac9f2fb5047a719b0c0f8803f","crmLevel":7,"crmLevelSwitch":1,"idStr":"3581582741176868","authorIdStr":"3581582741176868"},"content":"Shorting in progress","text":"Shorting in progress","html":"Shorting in progress"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206735123054720,"gmtCreate":1691502710419,"gmtModify":1691503245246,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Stupid comment","listText":"Stupid comment","text":"Stupid comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206735123054720","repostId":"1131030015","repostType":2,"repost":{"id":"1131030015","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1691501528,"share":"https://ttm.financial/m/news/1131030015?lang=&edition=fundamental","pubTime":"2023-08-08 21:32","market":"us","language":"en","title":"Dow Falls 200 Points With Bank Shares Under Pressure From Moody’s Downgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=1131030015","media":"Tiger Newspress","summary":"U.S. Stocks retreated Tuesday as a decline in bank shares dampened investor sentiment.Banks fell broadly after Moody’s downgraded the credit rating on several banks, including M&T Bank and Pinnacle Fi","content":"<html><head></head><body><p>U.S. Stocks retreated Tuesday as a decline in bank shares dampened investor sentiment.</p><p>The Dow Jones Industrial Average was down 212 points, or 0.6%. The S&amp;P 500 dipped 0.6%, and the Nasdaq Composite pulled back by 0.8%.</p><p style=\"text-align: start;\">Banks fell broadly after Moody’s downgraded the credit rating on several banks, including M&amp;T Bank and Pinnacle Financial. The credit agency also placed Bank of N.Y. Mellon and State Street on review for a downgrade.</p><p style=\"text-align: start;\">Goldman Sachs and JPMorgan Chase traded about 1% lower in the premarket. The SPDR S&amp;P Regional Banking ETF (KRE), which tracks a group of smaller banks, dipped more than 2%.</p><p style=\"text-align: start;\">Earnings season continued. UPS shares dropped 5% after the delivery giant reported weaker-than-expected revenue for the second quarter. The company also lowered its full-year revenue outlook. Educational tech company Chegg popped nearly 20% after reporting second-quarter revenue of $183 million, beating analysts’ estimate of $177 million, per Refinitiv.</p><p style=\"text-align: start;\">The corporate earnings season has so far been better-than-expected. With roughly 89% of S&amp;P 500 stocks done reporting quarterly results, about four-fifths of them have beaten Wall Street’s expectations, according to FactSet.</p><p style=\"text-align: start;\">Futures came somewhat off lows Tuesday morning after Philadelphia Federal Reserve President Patrick Harker signaled the central bank could be at the end of its current rate-hiking cycle.</p><p style=\"text-align: start;\">On the economic data front, traders are looking ahead to July’s consumer price index report, out Thursday. The inflation metric could put Wall Street’s belief in a soft landing to the test. Economists polled by Dow Jones are calling for a monthly increase of 0.2% in July and a year-over-year rise of 3.3%.</p><p style=\"text-align: start;\">Wall Street is coming off a strong performance Monday. The 30-stock Dow surged more than 400 points, or nearly 1.2%, for its best day since June 15. The Nasdaq Composite added 0.6%, and S&amp;P 500 closed higher by 0.9%. The tech-heavy Nasdaq and the S&amp;P 500 broke four-straight sessions of losses.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow Falls 200 Points With Bank Shares Under Pressure From Moody’s Downgrade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow Falls 200 Points With Bank Shares Under Pressure From Moody’s Downgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-08-08 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Stocks retreated Tuesday as a decline in bank shares dampened investor sentiment.</p><p>The Dow Jones Industrial Average was down 212 points, or 0.6%. The S&amp;P 500 dipped 0.6%, and the Nasdaq Composite pulled back by 0.8%.</p><p style=\"text-align: start;\">Banks fell broadly after Moody’s downgraded the credit rating on several banks, including M&amp;T Bank and Pinnacle Financial. The credit agency also placed Bank of N.Y. Mellon and State Street on review for a downgrade.</p><p style=\"text-align: start;\">Goldman Sachs and JPMorgan Chase traded about 1% lower in the premarket. The SPDR S&amp;P Regional Banking ETF (KRE), which tracks a group of smaller banks, dipped more than 2%.</p><p style=\"text-align: start;\">Earnings season continued. UPS shares dropped 5% after the delivery giant reported weaker-than-expected revenue for the second quarter. The company also lowered its full-year revenue outlook. Educational tech company Chegg popped nearly 20% after reporting second-quarter revenue of $183 million, beating analysts’ estimate of $177 million, per Refinitiv.</p><p style=\"text-align: start;\">The corporate earnings season has so far been better-than-expected. With roughly 89% of S&amp;P 500 stocks done reporting quarterly results, about four-fifths of them have beaten Wall Street’s expectations, according to FactSet.</p><p style=\"text-align: start;\">Futures came somewhat off lows Tuesday morning after Philadelphia Federal Reserve President Patrick Harker signaled the central bank could be at the end of its current rate-hiking cycle.</p><p style=\"text-align: start;\">On the economic data front, traders are looking ahead to July’s consumer price index report, out Thursday. The inflation metric could put Wall Street’s belief in a soft landing to the test. Economists polled by Dow Jones are calling for a monthly increase of 0.2% in July and a year-over-year rise of 3.3%.</p><p style=\"text-align: start;\">Wall Street is coming off a strong performance Monday. The 30-stock Dow surged more than 400 points, or nearly 1.2%, for its best day since June 15. The Nasdaq Composite added 0.6%, and S&amp;P 500 closed higher by 0.9%. The tech-heavy Nasdaq and the S&amp;P 500 broke four-straight sessions of losses.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131030015","content_text":"U.S. Stocks retreated Tuesday as a decline in bank shares dampened investor sentiment.The Dow Jones Industrial Average was down 212 points, or 0.6%. The S&P 500 dipped 0.6%, and the Nasdaq Composite pulled back by 0.8%.Banks fell broadly after Moody’s downgraded the credit rating on several banks, including M&T Bank and Pinnacle Financial. The credit agency also placed Bank of N.Y. Mellon and State Street on review for a downgrade.Goldman Sachs and JPMorgan Chase traded about 1% lower in the premarket. The SPDR S&P Regional Banking ETF (KRE), which tracks a group of smaller banks, dipped more than 2%.Earnings season continued. UPS shares dropped 5% after the delivery giant reported weaker-than-expected revenue for the second quarter. The company also lowered its full-year revenue outlook. Educational tech company Chegg popped nearly 20% after reporting second-quarter revenue of $183 million, beating analysts’ estimate of $177 million, per Refinitiv.The corporate earnings season has so far been better-than-expected. With roughly 89% of S&P 500 stocks done reporting quarterly results, about four-fifths of them have beaten Wall Street’s expectations, according to FactSet.Futures came somewhat off lows Tuesday morning after Philadelphia Federal Reserve President Patrick Harker signaled the central bank could be at the end of its current rate-hiking cycle.On the economic data front, traders are looking ahead to July’s consumer price index report, out Thursday. The inflation metric could put Wall Street’s belief in a soft landing to the test. Economists polled by Dow Jones are calling for a monthly increase of 0.2% in July and a year-over-year rise of 3.3%.Wall Street is coming off a strong performance Monday. The 30-stock Dow surged more than 400 points, or nearly 1.2%, for its best day since June 15. The Nasdaq Composite added 0.6%, and S&P 500 closed higher by 0.9%. The tech-heavy Nasdaq and the S&P 500 broke four-straight sessions of losses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266914565959800,"gmtCreate":1706174603963,"gmtModify":1706174608471,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Expecting that..Too many better EVs out there...hahaha","listText":"Expecting that..Too many better EVs out there...hahaha","text":"Expecting that..Too many better EVs out there...hahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266914565959800","repostId":"2406477251","repostType":2,"repost":{"id":"2406477251","kind":"highlight","pubTimestamp":1706141343,"share":"https://ttm.financial/m/news/2406477251?lang=&edition=fundamental","pubTime":"2024-01-25 08:09","market":"us","language":"en","title":"Tesla Shares Drop 6% on Earnings Miss and Warning of Volume Growth Decline This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2406477251","media":"CNA","summary":"Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.\"In 20","content":"<html><head></head><body><p>Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.</p><p>&#34;In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next-generation vehicle at Gigafactory Texas,&#34; it said in a statement.</p><p>Shares of the Austin, Texas-based company were down 6 per cent in after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cab417d4c9b39cbdf3362f3627e917b5\" tg-width=\"811\" tg-height=\"824\"/></p><p>The company reported a gross margin of 17.6 per cent for the three months ended December, compared with 23.8 per cent a year earlier, and analysts&#39; average estimate of 18.3 per cent according to LSEG data.</p><p>In the third quarter, Tesla posted gross margin of 17.9 per cent.</p><p>Automotive gross margin, excluding regulatory credits - a closely watched figure - dropped to 17.2 per cent from 24.3 per cent a year earlier, although it improved from 16.3 per cent in the third quarter.</p><p>Tesla said lower raw material costs and U.S. government credits helped lower cost-per-vehicle, but Cybertruck production and AI and other research projects increased costs.</p><p>On an adjusted basis, Tesla earned 71 cents per share in the fourth quarter, missing an average analysts&#39; estimate of 74 cents, according to LSEG data.</p><p>Record deliveries in the quarter also pushed margins lower, as price cuts and costs associated with the production ramp-up of the new Cybertruck offset lower costs of raw materials for batteries.</p><p>Tesla slashed prices throughout last year. It reduced the price of the Model Y, its most popular vehicle, by as much as 26.5 per cent in the past year in the U.S.</p><p>The company managed to hit its 2023 deliveries target of 1.8 million cars, even as CEO Elon Musk warned of a hit to demand from high interest rates. However, Tesla lost its spot as the top EV maker by sales to China&#39;s BYD in the fourth quarter.</p><p>Tesla&#39;s fourth-quarter revenue rose 3 per cent to $25.17 billion, which marked its slowest pace of growth in more than three years. Analysts on average expected $25.62 billion, according to LSEG data.</p></body></html>","source":"can_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Drop 6% on Earnings Miss and Warning of Volume Growth Decline This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Drop 6% on Earnings Miss and Warning of Volume Growth Decline This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-25 08:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/business/tesla-warns-slower-volume-growth-2024-after-margin-falls-shares-down-5-4072331><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.\"In ...</p>\n\n<a href=\"https://www.channelnewsasia.com/business/tesla-warns-slower-volume-growth-2024-after-margin-falls-shares-down-5-4072331\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0823411888.USD":"法巴消费创新基金 Cap","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4511":"特斯拉概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4527":"明星科技股","BK4592":"伊斯兰概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4548":"巴美列捷福持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4585":"ETF&股票定投概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","BK4555":"新能源车","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4574":"无人驾驶","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"source_url":"https://www.channelnewsasia.com/business/tesla-warns-slower-volume-growth-2024-after-margin-falls-shares-down-5-4072331","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2406477251","content_text":"Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.\"In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next-generation vehicle at Gigafactory Texas,\" it said in a statement.Shares of the Austin, Texas-based company were down 6 per cent in after-hours trading.The company reported a gross margin of 17.6 per cent for the three months ended December, compared with 23.8 per cent a year earlier, and analysts' average estimate of 18.3 per cent according to LSEG data.In the third quarter, Tesla posted gross margin of 17.9 per cent.Automotive gross margin, excluding regulatory credits - a closely watched figure - dropped to 17.2 per cent from 24.3 per cent a year earlier, although it improved from 16.3 per cent in the third quarter.Tesla said lower raw material costs and U.S. government credits helped lower cost-per-vehicle, but Cybertruck production and AI and other research projects increased costs.On an adjusted basis, Tesla earned 71 cents per share in the fourth quarter, missing an average analysts' estimate of 74 cents, according to LSEG data.Record deliveries in the quarter also pushed margins lower, as price cuts and costs associated with the production ramp-up of the new Cybertruck offset lower costs of raw materials for batteries.Tesla slashed prices throughout last year. It reduced the price of the Model Y, its most popular vehicle, by as much as 26.5 per cent in the past year in the U.S.The company managed to hit its 2023 deliveries target of 1.8 million cars, even as CEO Elon Musk warned of a hit to demand from high interest rates. However, Tesla lost its spot as the top EV maker by sales to China's BYD in the fourth quarter.Tesla's fourth-quarter revenue rose 3 per cent to $25.17 billion, which marked its slowest pace of growth in more than three years. Analysts on average expected $25.62 billion, according to LSEG data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":222626659315768,"gmtCreate":1695369054580,"gmtModify":1695369058678,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Take profit and leave is the best choice e.when time to exit..come on","listText":"Take profit and leave is the best choice e.when time to exit..come on","text":"Take profit and leave is the best choice e.when time to exit..come on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/222626659315768","repostId":"2368167779","repostType":2,"repost":{"id":"2368167779","kind":"highlight","pubTimestamp":1695340865,"share":"https://ttm.financial/m/news/2368167779?lang=&edition=fundamental","pubTime":"2023-09-22 08:01","market":"us","language":"en","title":"2 Warren Buffett AI Growth Stocks to Buy Now and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2368167779","media":"Motley Fool","summary":"Warren Buffett's Berkshire Hathaway has small positions in these artificial intelligence (AI) growth stocks.","content":"<html><head></head><body><p>Warren Buffett&#39;s <strong>Berkshire Hathaway</strong> has a significant stake in <strong>Apple</strong>. The Mac maker accounted for 50% of its $353 billion stock portfolio at the end of the second quarter. But many investors incorrectly assume Apple is on the cutting edge of artificial intelligence (AI) innovation given its status as the biggest of the big tech companies. Wall Street is more skeptical.</p><p>Apple didn&#39;t even mention AI at its developers conference in June, and Needham analyst Laura Martin says the iPhone giant is &#34;pretty far behind&#34; its big tech peers where generative AI is concerned. That may or may not be true -- Apple does have a penchant for secrecy -- but investors would still be hard pressed to consider Apple an AI stock given the available information.</p><p>However, Berkshire does own small positions in <strong>Amazon</strong> and <strong><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></strong>, and both have defined their AI strategies more clearly. Here&#39;s why these growth stocks are worth buying.</p><h2 id=\"id_1172778612\">1. Amazon</h2><p>The investment thesis for Amazon boils down to three bullet points. One, it operates the most popular e-commerce marketplace worldwide, and its market share is still rising. Two, Amazon is the third-largest adtech company worldwide, and its market share continues to increase. Three, Amazon Web Services (AWS) is the leader in cloud computing, and its market share rivals that of <strong>Microsoft</strong> Azure and <strong>Alphabet</strong>&#39;s Google Cloud combined.</p><p>That last point is particularly salient because it positions the company as an epicenter for artificial intelligence (AI) innovation. Indeed, consultancy <strong>Gartner</strong> recently recognized AWS as a leader in cloud AI developer services, and the company is pressing its advantage by investing heavily in AI product development. Those efforts have already borne fruit. Amazon Bedrock is a new cloud service that allows businesses to access and customize pre-trained large language models to build generative AI applications.</p><p>However, CEO Andy Jassy recently highlighted an even more compelling reason why AWS is well positioned to be a category leader in generative AI, saying: &#34;People want to bring generative AI models to the data, not the other way around. AWS not only has the broadest array of storage, database, analytics, and data management services for customers, it also has more customers and data stores than anybody else.&#34;</p><p>Here&#39;s the upshot: Straits Research says retail e-commerce sales will increase by 8% annually through 2030, and Grand View Research says the adtech and cloud computing markets will grow 14% annually during that period. Meanwhile, Bloomberg Intelligence expects the generative AI market to compound at a 42% growth rate annually through 2033. Those figures imply low-double-digit sales growth for Amazon (at a minimum) for the foreseeable future, which makes its current valuation of 2.7 times sales look cheap. That&#39;s why this Warren Buffett stock is worth buying.</p><h2 id=\"id_1496415271\">2. Snowflake</h2><p>Data is the cornerstone of AI, and Snowflake helps businesses manage big data across public clouds and private infrastructure. Its platform supports multiple workloads that businesses have traditionally tackled with a patchwork of tools, including data engineering for ingestion, data lakes for storage, and data warehousing for analytics. But product consolidation is not its only advantage.</p><p>One of Snowflake&#39;s greatest selling points is its cloud neutrality, meaning it supports those workloads across all three major public clouds. Snowflake also allows customers to securely share, buy, and sell data, which creates a potentially powerful network effect: its platform becomes increasingly valuable as more businesses onboard data. No other company offers the same breadth of functionality and flexibility.</p><p>Snowflake reported solid financial results in the second quarter of fiscal 2024 (ended July 31). Its customer count increased 25% to 8,537, and the average customer spent 42% more over the past year. In turn, revenue soared 37% to $640 million, and non-GAAP earnings improved to $0.22 per diluted share, up from $0.01 per diluted share in the year-ago period.</p><p>Turning to the future, investors have good reason to think Snowflake can maintain its growth trajectory. CEO Frank Slootman provided the following insight during the latest earnings call: &#34;Data sharing makes Snowflake uniquely positioned to enable AI workloads.&#34; Slootman also said enterprises cannot have an AI strategy without first developing a data strategy.</p><p>That AI tailwind, coupled with the broader benefits of developing a data strategy, should help Snowflake achieve its medium-term target of $10 billion in annual revenue by fiscal 2029 (ends Jan. 31, 2029). That implies annual revenue growth of 37% over the next four-and-a-half years.</p><p>In that context, Snowflake&#39;s current valuation of 21.4 times sales looks reasonable, and it&#39;s certainly a discount to the three-year average of 66.4 times sales. Investors should feel comfortable buying a small position in this growth stock today. I would start with 1% of my portfolio (or less) and selectively add shares during pullbacks. </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Warren Buffett AI Growth Stocks to Buy Now and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Warren Buffett AI Growth Stocks to Buy Now and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-22 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/20/2-warren-buffett-ai-growth-stocks-to-buy-not-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's Berkshire Hathaway has a significant stake in Apple. The Mac maker accounted for 50% of its $353 billion stock portfolio at the end of the second quarter. But many investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/20/2-warren-buffett-ai-growth-stocks-to-buy-not-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/09/20/2-warren-buffett-ai-growth-stocks-to-buy-not-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368167779","content_text":"Warren Buffett's Berkshire Hathaway has a significant stake in Apple. The Mac maker accounted for 50% of its $353 billion stock portfolio at the end of the second quarter. But many investors incorrectly assume Apple is on the cutting edge of artificial intelligence (AI) innovation given its status as the biggest of the big tech companies. Wall Street is more skeptical.Apple didn't even mention AI at its developers conference in June, and Needham analyst Laura Martin says the iPhone giant is \"pretty far behind\" its big tech peers where generative AI is concerned. That may or may not be true -- Apple does have a penchant for secrecy -- but investors would still be hard pressed to consider Apple an AI stock given the available information.However, Berkshire does own small positions in Amazon and Snowflake, and both have defined their AI strategies more clearly. Here's why these growth stocks are worth buying.1. AmazonThe investment thesis for Amazon boils down to three bullet points. One, it operates the most popular e-commerce marketplace worldwide, and its market share is still rising. Two, Amazon is the third-largest adtech company worldwide, and its market share continues to increase. Three, Amazon Web Services (AWS) is the leader in cloud computing, and its market share rivals that of Microsoft Azure and Alphabet's Google Cloud combined.That last point is particularly salient because it positions the company as an epicenter for artificial intelligence (AI) innovation. Indeed, consultancy Gartner recently recognized AWS as a leader in cloud AI developer services, and the company is pressing its advantage by investing heavily in AI product development. Those efforts have already borne fruit. Amazon Bedrock is a new cloud service that allows businesses to access and customize pre-trained large language models to build generative AI applications.However, CEO Andy Jassy recently highlighted an even more compelling reason why AWS is well positioned to be a category leader in generative AI, saying: \"People want to bring generative AI models to the data, not the other way around. AWS not only has the broadest array of storage, database, analytics, and data management services for customers, it also has more customers and data stores than anybody else.\"Here's the upshot: Straits Research says retail e-commerce sales will increase by 8% annually through 2030, and Grand View Research says the adtech and cloud computing markets will grow 14% annually during that period. Meanwhile, Bloomberg Intelligence expects the generative AI market to compound at a 42% growth rate annually through 2033. Those figures imply low-double-digit sales growth for Amazon (at a minimum) for the foreseeable future, which makes its current valuation of 2.7 times sales look cheap. That's why this Warren Buffett stock is worth buying.2. SnowflakeData is the cornerstone of AI, and Snowflake helps businesses manage big data across public clouds and private infrastructure. Its platform supports multiple workloads that businesses have traditionally tackled with a patchwork of tools, including data engineering for ingestion, data lakes for storage, and data warehousing for analytics. But product consolidation is not its only advantage.One of Snowflake's greatest selling points is its cloud neutrality, meaning it supports those workloads across all three major public clouds. Snowflake also allows customers to securely share, buy, and sell data, which creates a potentially powerful network effect: its platform becomes increasingly valuable as more businesses onboard data. No other company offers the same breadth of functionality and flexibility.Snowflake reported solid financial results in the second quarter of fiscal 2024 (ended July 31). Its customer count increased 25% to 8,537, and the average customer spent 42% more over the past year. In turn, revenue soared 37% to $640 million, and non-GAAP earnings improved to $0.22 per diluted share, up from $0.01 per diluted share in the year-ago period.Turning to the future, investors have good reason to think Snowflake can maintain its growth trajectory. CEO Frank Slootman provided the following insight during the latest earnings call: \"Data sharing makes Snowflake uniquely positioned to enable AI workloads.\" Slootman also said enterprises cannot have an AI strategy without first developing a data strategy.That AI tailwind, coupled with the broader benefits of developing a data strategy, should help Snowflake achieve its medium-term target of $10 billion in annual revenue by fiscal 2029 (ends Jan. 31, 2029). That implies annual revenue growth of 37% over the next four-and-a-half years.In that context, Snowflake's current valuation of 21.4 times sales looks reasonable, and it's certainly a discount to the three-year average of 66.4 times sales. Investors should feel comfortable buying a small position in this growth stock today. I would start with 1% of my portfolio (or less) and selectively add shares during pullbacks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":222717411655744,"gmtCreate":1695401770600,"gmtModify":1695405564642,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$ &nbsp;</a>bloody ansd stupid counter..bankrupt it better","listText":"<a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$ &nbsp;</a>bloody ansd stupid counter..bankrupt it better","text":"$Roku Inc(ROKU)$ bloody ansd stupid counter..bankrupt it better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/222717411655744","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210108024377456,"gmtCreate":1692318122125,"gmtModify":1692324533782,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$ &nbsp;</a>damn lousy counter..might as well bankrupt","listText":"<a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$ &nbsp;</a>damn lousy counter..might as well bankrupt","text":"$Roku Inc(ROKU)$ damn lousy counter..might as well bankrupt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210108024377456","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209961232916680,"gmtCreate":1692282448692,"gmtModify":1692282451999,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$ &nbsp;</a>what happening to this bloody stock??","listText":"<a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$ &nbsp;</a>what happening to this bloody stock??","text":"$Roku Inc(ROKU)$ what happening to this bloody stock??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209961232916680","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323938915,"gmtCreate":1615297250337,"gmtModify":1704780754859,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>hmmm..how come i cannot buy Gme now even I offerred much higher price...same goes to AMC","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>hmmm..how come i cannot buy Gme now even I offerred much higher price...same goes to AMC","text":"$GameStop(GME)$hmmm..how come i cannot buy Gme now even I offerred much higher price...same goes to AMC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/323938915","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569291088297790","authorId":"3569291088297790","name":"Prashant","avatar":"https://static.itradeup.com/news/3341dda1e5b07a40262f4d419ead3dfc","crmLevel":4,"crmLevelSwitch":0,"idStr":"3569291088297790","authorIdStr":"3569291088297790"},"content":"best of luck","text":"best of luck","html":"best of luck"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385131817058360,"gmtCreate":1735037485314,"gmtModify":1735038754613,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Damn repeatly saying same stories..stop it if you have nothing better to update&nbsp;","listText":"Damn repeatly saying same stories..stop it if you have nothing better to update&nbsp;","text":"Damn repeatly saying same stories..stop it if you have nothing better to update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385131817058360","repostId":"1181162347","repostType":2,"repost":{"id":"1181162347","kind":"news","pubTimestamp":1735033114,"share":"https://ttm.financial/m/news/1181162347?lang=&edition=fundamental","pubTime":"2024-12-24 17:38","market":"us","language":"en","title":"Super Micro Computer: The Stock That's Doomed To Fail","url":"https://stock-news.laohu8.com/highlight/detail?id=1181162347","media":"Seeking Alpha","summary":"SummarySuper Micro Computer lost more than half of its value in the last six months.The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from","content":"<html><head></head><body><h2 id=\"id_3899041729\">Summary</h2><ul style=\"\"><li><p>Super Micro Computer lost more than half of its value in the last six months.</p></li><li><p>The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from Nasdaq.</p></li><li><p>Even if Super Micro Computer overcomes all the current challenges that it faces, its upside could still be limited because of the recent poor performance of its business.</p></li></ul><p>The accounting scandal that began a few months ago has tarnished <a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a>’s stock, which is currently trading close to its 52-week lows. Although some might think that the worst for the company is behind it, we believe that any potential upside is not worth opening a position at this stage. Super Micro still faces some major risks that in our opinion make its stock uninvestable right now.</p><h2 id=\"id_1730226959\">This Has Been A Rollercoaster</h2><p>After the impressive performance in the first half of 2024, Super Micro’s stock lost all of its momentum in the second half of the year and depreciated by over 50% in the last six months. The real troubles first started in late August when a popular research firm Hindenburg published a bearish report on the company. In the report, Hindenburg accused Super Micro of failing to comply with the sanctions and export controls and highlighted various governance-related issues. The report also stated that Super Micro is engaged in <em>continued proper revenue recognition</em>. This is something that the company was already doing in the past and it resulted in the delisting of its stock from Nasdaq in 2018 and a charge by the Security and Exchange Commission in 2020.</p><p>Shortly after the report was released, the U.S. Department of Justice opened a probe against the company that is still ongoing. After that, Super Micro’s auditor Ernst &amp; Young resigned, which spooked the market and prevented the company from releasing its earnings report on time. This has led to Nasdaq sending Super Micro a non-compliance letter, which created a new delisting risk. Following all of that, Super Micro was also removed from the Nasdaq 100 and its stock continues to trade in a distressed territory.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6722ddfb7b5165bd704a94eed7e38fbd\" alt=\"Super Micro’s performance\" title=\"Super Micro’s performance\" tg-width=\"640\" tg-height=\"259\"/><span>Super Micro’s performance</span></p><p>The good thing for Super Micro in all of this is that Nasdaq extended the reporting time for the company, which now needs to release all the missing quarterly and annual filings by February 25, 2025. If that doesn’t happen, then we’ll likely see a delisting of its shares from the exchange like it was a few years ago.</p><p>However, even if there have been no wrongdoings and Super Micro overcomes all the current legal and regulatory challenges, the upside for its shares could still be limited.</p><p>Last month, the company already released its preliminary Q1 earnings results, which showed that its revenues are expected to be between $5.9 billion and $6 billion. This is below the Wall Street consensus of $6.79 billion and also below the company’s initial guidance of between $6 billion and $7 billion. If the final report for the period comes out with the same numbers, then the disappointing sales numbers along with the inability to reach its own forecast might indicate that Super Micro’s growth opportunities are limited.</p><p>From the publicly available reports, we know that Elon Musk’s xAI firm recently started to pull orders for the AI servers from Super Micro to Dell (DELL). It appears that Nvidia (NVDA) has been doing the same thing recently, while Citi (C) named Dell and HP Enterprise (HPE) as the biggest winners in this situation. Even Super Micro’s preliminary outlook for Q2 indicates that the company is expected to generate only between $5.5 billion and $6.1 billion in revenues, below the consensus of $6.79 billion. There are also reports that Super Micro is now looking to raise additional capital, which suggests that the company might have liquidity issues as orders are being canceled. This is why the company’s upside indeed could be limited even if Super Micro overcomes all the challenges that it currently faces.</p><h2 id=\"id_4134804721\">Potential Upside Ahead?</h2><p>There are still several positive things that need to be considered. After the accounting scandal happened, Super Micro launched an internal investigation, which found no misconduct. More importantly, Super Micro agreed with the recommendation of the committee behind the investigation to replace its CFO and said that it doesn’t expect any restatement of its previous earnings reports.</p><p>Super Micro has also hired BDO USA as its new auditor to review the company’s financial data and approve all the necessary earnings reports before February 25. If the reports come out on time, then Super Micro would likely be able to avoid delisting, which could give a boost to the share price despite the disappointing performance of the business in the recent quarter.</p><p>In addition, as the AI-server market is expected to grow by 55% and be worth $252 billion next year, Super Micro might have an opportunity to improve its performance next year and exceed the expectations that were recently given by the company along with the preliminary data. This could also boost the share price next year.</p><h2 id=\"id_2218143786\">The Real Value of Super Micro Computer</h2><p>When it comes to valuing Super Micro, we used the currently available data that the company previously reported due to the lack of alternatives. This is something that investors need to keep in mind in light of the recent accounting scandal.</p><p>The tax rate in our model is 15%, which is below the current corporate tax rate in the United States. Given that under the Trump administration we could see another tax reform that lowers corporate taxes, we believe that it makes sense to use a rate that’s lower than today’s standard rate when forecasting the company’s performance for the next few years. The perpetual growth rate is 3%, which is similar to the historical GDP and inflation rate. We value Super Micro when it’s trading at $31.59 per share and the cash and long-term debt data was taken from the latest available earnings report.</p><p>The discount rate in the model is 7.89%. We arrived at that rate by calculating Super Micro’s after-tax cost of debt using mostly its TTM data, and the cost of equity. For the cost of equity calculation, we used the risk-free rate of 4.40%, beta of 1.28, and the market return rate of 7.69%. We then weighted the company’s debt and equity to arrive at our discount rate.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a987e0d40ca26fc2c7ef3eb9271b03d3\" alt=\"Super Micro Computer’s valuation model\" title=\"Super Micro Computer’s valuation model\" tg-width=\"640\" tg-height=\"181\"/><span>Super Micro Computer’s valuation model</span></p><p>In the forecast table below, our sales and EBIT assumptions are mostly similar to the overall consensus for the next couple of years. After that, we expect a gradual normalization of growth rates across the semiconductor industry to more stable levels once the chip capacity issues caused by AI-related demand are resolved. The bottom part of the forecast table mostly aligns with Super Micro’s historical performance and doesn’t have a significant impact on the FCF calculation.</p><p>With all of those assumptions, our valuation model shows that Super Micro’s enterprise value is $18.91 billion, which is close to Seeking Alpha&#39;s enterprise value estimates. We then calculated Super Micro’s equity value by adding cash to the enterprise value and subtracting the long-term debt. In our case, Super Micro’s equity value is $18.80 billion. We then dividend the company’s equity value by the number of its outstanding shares and figured out that Super Micro’s intrinsic value is $29.28 per share, which is below but also fairly close to the current market price at the time of this writing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0974837dafcedfd5e245c0d9cc5b4280\" alt=\"Super Micro Computer’s valuation model\" title=\"Super Micro Computer’s valuation model\" tg-width=\"640\" tg-height=\"228\"/><span>Super Micro Computer’s valuation model</span></p><h2 id=\"id_3934436656\">Final Thoughts</h2><p>Our valuation model clearly shows that even if all the previously reported numbers are correct and the current outlook along with the street assumptions are realistic, Super Micro’s stock is still not a good investment. As the AI hype train appears to be losing steam while the number of growth opportunities is limited, giving Super Micro a rating of SELL is the most appropriate thing to do right now.</p><p>We also think that there are much better semiconductor names on the market right now that are not in the middle of an accounting scandal. In our opinion, long-term investors should rather look for them than bet on a speculative play like Super Micro, which already lost more than half of its value in the last six months.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: The Stock That's Doomed To Fail</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer: The Stock That's Doomed To Fail\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-24 17:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4746111-super-micro-computer-the-stock-thats-doomed-to-fail><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySuper Micro Computer lost more than half of its value in the last six months.The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from...</p>\n\n<a href=\"https://seekingalpha.com/article/4746111-super-micro-computer-the-stock-thats-doomed-to-fail\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4746111-super-micro-computer-the-stock-thats-doomed-to-fail","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181162347","content_text":"SummarySuper Micro Computer lost more than half of its value in the last six months.The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from Nasdaq.Even if Super Micro Computer overcomes all the current challenges that it faces, its upside could still be limited because of the recent poor performance of its business.The accounting scandal that began a few months ago has tarnished Super Micro Computer’s stock, which is currently trading close to its 52-week lows. Although some might think that the worst for the company is behind it, we believe that any potential upside is not worth opening a position at this stage. Super Micro still faces some major risks that in our opinion make its stock uninvestable right now.This Has Been A RollercoasterAfter the impressive performance in the first half of 2024, Super Micro’s stock lost all of its momentum in the second half of the year and depreciated by over 50% in the last six months. The real troubles first started in late August when a popular research firm Hindenburg published a bearish report on the company. In the report, Hindenburg accused Super Micro of failing to comply with the sanctions and export controls and highlighted various governance-related issues. The report also stated that Super Micro is engaged in continued proper revenue recognition. This is something that the company was already doing in the past and it resulted in the delisting of its stock from Nasdaq in 2018 and a charge by the Security and Exchange Commission in 2020.Shortly after the report was released, the U.S. Department of Justice opened a probe against the company that is still ongoing. After that, Super Micro’s auditor Ernst & Young resigned, which spooked the market and prevented the company from releasing its earnings report on time. This has led to Nasdaq sending Super Micro a non-compliance letter, which created a new delisting risk. Following all of that, Super Micro was also removed from the Nasdaq 100 and its stock continues to trade in a distressed territory.Super Micro’s performanceThe good thing for Super Micro in all of this is that Nasdaq extended the reporting time for the company, which now needs to release all the missing quarterly and annual filings by February 25, 2025. If that doesn’t happen, then we’ll likely see a delisting of its shares from the exchange like it was a few years ago.However, even if there have been no wrongdoings and Super Micro overcomes all the current legal and regulatory challenges, the upside for its shares could still be limited.Last month, the company already released its preliminary Q1 earnings results, which showed that its revenues are expected to be between $5.9 billion and $6 billion. This is below the Wall Street consensus of $6.79 billion and also below the company’s initial guidance of between $6 billion and $7 billion. If the final report for the period comes out with the same numbers, then the disappointing sales numbers along with the inability to reach its own forecast might indicate that Super Micro’s growth opportunities are limited.From the publicly available reports, we know that Elon Musk’s xAI firm recently started to pull orders for the AI servers from Super Micro to Dell (DELL). It appears that Nvidia (NVDA) has been doing the same thing recently, while Citi (C) named Dell and HP Enterprise (HPE) as the biggest winners in this situation. Even Super Micro’s preliminary outlook for Q2 indicates that the company is expected to generate only between $5.5 billion and $6.1 billion in revenues, below the consensus of $6.79 billion. There are also reports that Super Micro is now looking to raise additional capital, which suggests that the company might have liquidity issues as orders are being canceled. This is why the company’s upside indeed could be limited even if Super Micro overcomes all the challenges that it currently faces.Potential Upside Ahead?There are still several positive things that need to be considered. After the accounting scandal happened, Super Micro launched an internal investigation, which found no misconduct. More importantly, Super Micro agreed with the recommendation of the committee behind the investigation to replace its CFO and said that it doesn’t expect any restatement of its previous earnings reports.Super Micro has also hired BDO USA as its new auditor to review the company’s financial data and approve all the necessary earnings reports before February 25. If the reports come out on time, then Super Micro would likely be able to avoid delisting, which could give a boost to the share price despite the disappointing performance of the business in the recent quarter.In addition, as the AI-server market is expected to grow by 55% and be worth $252 billion next year, Super Micro might have an opportunity to improve its performance next year and exceed the expectations that were recently given by the company along with the preliminary data. This could also boost the share price next year.The Real Value of Super Micro ComputerWhen it comes to valuing Super Micro, we used the currently available data that the company previously reported due to the lack of alternatives. This is something that investors need to keep in mind in light of the recent accounting scandal.The tax rate in our model is 15%, which is below the current corporate tax rate in the United States. Given that under the Trump administration we could see another tax reform that lowers corporate taxes, we believe that it makes sense to use a rate that’s lower than today’s standard rate when forecasting the company’s performance for the next few years. The perpetual growth rate is 3%, which is similar to the historical GDP and inflation rate. We value Super Micro when it’s trading at $31.59 per share and the cash and long-term debt data was taken from the latest available earnings report.The discount rate in the model is 7.89%. We arrived at that rate by calculating Super Micro’s after-tax cost of debt using mostly its TTM data, and the cost of equity. For the cost of equity calculation, we used the risk-free rate of 4.40%, beta of 1.28, and the market return rate of 7.69%. We then weighted the company’s debt and equity to arrive at our discount rate.Super Micro Computer’s valuation modelIn the forecast table below, our sales and EBIT assumptions are mostly similar to the overall consensus for the next couple of years. After that, we expect a gradual normalization of growth rates across the semiconductor industry to more stable levels once the chip capacity issues caused by AI-related demand are resolved. The bottom part of the forecast table mostly aligns with Super Micro’s historical performance and doesn’t have a significant impact on the FCF calculation.With all of those assumptions, our valuation model shows that Super Micro’s enterprise value is $18.91 billion, which is close to Seeking Alpha's enterprise value estimates. We then calculated Super Micro’s equity value by adding cash to the enterprise value and subtracting the long-term debt. In our case, Super Micro’s equity value is $18.80 billion. We then dividend the company’s equity value by the number of its outstanding shares and figured out that Super Micro’s intrinsic value is $29.28 per share, which is below but also fairly close to the current market price at the time of this writing.Super Micro Computer’s valuation modelFinal ThoughtsOur valuation model clearly shows that even if all the previously reported numbers are correct and the current outlook along with the street assumptions are realistic, Super Micro’s stock is still not a good investment. As the AI hype train appears to be losing steam while the number of growth opportunities is limited, giving Super Micro a rating of SELL is the most appropriate thing to do right now.We also think that there are much better semiconductor names on the market right now that are not in the middle of an accounting scandal. In our opinion, long-term investors should rather look for them than bet on a speculative play like Super Micro, which already lost more than half of its value in the last six months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165648038,"gmtCreate":1624140687924,"gmtModify":1703829211215,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/165648038","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583568085402852","authorId":"3583568085402852","name":"IsaacYap90","avatar":"https://static.tigerbbs.com/40f66d0266826bb209ee22688d7bbde5","crmLevel":2,"crmLevelSwitch":0,"idStr":"3583568085402852","authorIdStr":"3583568085402852"},"content":"The firm entered 2021 overweight equities and underweight bonds, analysts said in a research report issued this week.","text":"The firm entered 2021 overweight equities and underweight bonds, analysts said in a research report issued this week.","html":"The firm entered 2021 overweight equities and underweight bonds, analysts said in a research report issued this week."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379822253,"gmtCreate":1618717958772,"gmtModify":1704714290584,"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569318025811476","authorIdStr":"3569318025811476"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/379822253","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}