$SUPER MICRO COMPUTER INC(SMCI

107
8
Favorite

$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ Dear shorts, I still strongly recommend you to cover your short positions as early as possible. Let me give you some idea about how big the estimated revenue for SMCI in 2026. It's 40B (conservative!) and NVDA 2026 will have revenue about 200B. So, SMCI's revenue is about 20% of that for NVDA while SMCI current market cap is roughly about %1 of that for NVDA. I understand NVDA has higher gross margins but still 20% vs 1% is insane comparison! SMCI is massively undervalued right now if it can file 10k as expected for coming week!

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

107

Report

Comment（8）

Top
Latest

Kenina
·02-24
What if they delay filling
Reply
Like
Report
Fold Replies
- TommyH:
  They’ve said couple times that they’ll definitely announce it before the 25th and won’t need an extension
  02-24
  Reply
  Report
Kelvin 梁
·02-24
There should be some heads up by now soon….
Reply
Like
Report
Sonsonkok
·02-24
Great article, would you like to share it?
Reply
Like
Report
Sonsonkok
·02-24
Great article, would you like to share it?
Reply
Like
Report
BryanMing_02
·02-24
Great article, would you like to share it?
Reply
Like
Report
patricklowck
·02-23
Great article, would you like to share it?
Reply
Like
Report
LEESIMON
·02-23
🩷Good
Reply
Like
Report

抱歉，当前请求异常(-1)

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":406688232903024,"tweetId":"406688232903024","gmtCreate":1740316555191,"gmtModify":1740316559708,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"authorIdStr":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":97,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> Dear shorts, I still strongly recommend you to cover your short positions as early as possible. Let me give you some idea about how big the estimated revenue for SMCI in 2026. It's 40B (conservative!) and NVDA 2026 will have revenue about 200B. So, SMCI's revenue is about 20% of that for NVDA while SMCI current market cap is roughly about %1 of that for NVDA. I understand NVDA has higher gross margins but still 20% vs 1% is insane comparison! SMCI is massively undervalued right now if it can file 10k as expected for coming week!</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> Dear shorts, I still strongly recommend you to cover your short positions as early as possible. Let me give you some idea about how big the estimated revenue for SMCI in 2026. It's 40B (conservative!) and NVDA 2026 will have revenue about 200B. So, SMCI's revenue is about 20% of that for NVDA while SMCI current market cap is roughly about %1 of that for NVDA. I understand NVDA has higher gross margins but still 20% vs 1% is insane comparison! SMCI is massively undervalued right now if it can file 10k as expected for coming week!</body></html>","text":"$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ Dear shorts, I still strongly recommend you to cover your short positions as early as possible. Let me give you some idea about how big the estimated revenue for SMCI in 2026. It's 40B (conservative!) and NVDA 2026 will have revenue about 200B. So, SMCI's revenue is about 20% of that for NVDA while SMCI current market cap is roughly about %1 of that for NVDA. I understand NVDA has higher gross margins but still 20% vs 1% is insane comparison! SMCI is massively undervalued right now if it can file 10k as expected for coming week!","highlighted":1,"essential":1,"paper":1,"likeSize":107,"commentSize":8,"repostSize":805,"favoriteSize":0,"link":"https://ttm.financial/post/406688232903024","repostId":0,"isVote":1,"tweetType":1,"viewCount":18190,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":481,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":406868586377848,"commentId":"406868586377848","gmtCreate":1740360861302,"gmtModify":1740360866114,"authorId":3559015246700955,"author":{"id":3559015246700955,"idStr":"3559015246700955","authorId":3559015246700955,"name":"Kenina","avatar":"https://community-static.tradeup.com/news/38106051dd8bc102d2750782cb8af009","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.90%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":406688232903024,"objectIdStr":"406688232903024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"What if they delay filling ","text":"What if they delay filling ","html":"What if they delay filling ","likeSize":0,"commentSize":1,"subComments":[{"id":406883735146784,"commentId":"406883735146784","gmtCreate":1740364730840,"gmtModify":1740364879023,"authorId":4111592077127202,"author":{"id":4111592077127202,"idStr":"4111592077127202","authorId":4111592077127202,"name":"TommyH","avatar":"https://community-static.tradeup.com/news/500ca2b658d4d677b17df1e88446acd9","vip":1,"currentWearingBadge":{"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,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.23","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":406688232903024,"objectIdStr":"406688232903024","type":1,"supId":406868586377848,"supIdStr":"406868586377848","prevId":0,"prevIdStr":"0","content":"They’ve said couple times that they’ll definitely announce it before the 25th and won’t need an extension ","text":"They’ve said couple times that they’ll definitely announce it before the 25th and won’t need an extension ","html":"They’ve said couple times that they’ll definitely announce it before the 25th and won’t need an extension "}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":406933249687728,"commentId":"406933249687728","gmtCreate":1740376535736,"gmtModify":1740376540806,"authorId":3582660292296363,"author":{"id":3582660292296363,"idStr":"3582660292296363","authorId":3582660292296363,"name":"Kelvin 梁","avatar":"https://community-static.tradeup.com/news/dc049408ea9d46393115786500029044","vip":1,"currentWearingBadge":{"badgeId":"23f878ed27704312ae41c7f17e73b319-3","templateUuid":"23f878ed27704312ae41c7f17e73b319","name":"Annualised return","description":"Top 20%","bigImgUrl":"https://community-static.tradeup.com/news/1ece4391160b811e6f36b1eea9eb6ea4","smallImgUrl":"https://community-static.tradeup.com/news/7d7540817554a583ac3bf85dea074a4a","grayImgUrl":"https://community-static.tradeup.com/news/8c5460a7cc80dd22560efa26813d947d","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5300},"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":406688232903024,"objectIdStr":"406688232903024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"There should be some heads up by now soon….","text":"There should be some heads up by now soon….","html":"There should be some heads up by now soon….","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":407129058161024,"commentId":"407129058161024","gmtCreate":1740414357134,"gmtModify":1740414360398,"authorId":4102377969591930,"author":{"id":4102377969591930,"idStr":"4102377969591930","authorId":4102377969591930,"name":"Sonsonkok","avatar":"https://static.tigerbbs.com/cd822e55715284365189b1f1b3f09ec8","vip":1,"currentWearingBadge":{"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,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.08","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":406688232903024,"objectIdStr":"406688232903024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great article, would you like to share it?","text":"Great article, would you like to share it?","html":"Great article, would you like to share it?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":407079877046664,"commentId":"407079877046664","gmtCreate":1740402350043,"gmtModify":1740402353296,"authorId":4102377969591930,"author":{"id":4102377969591930,"idStr":"4102377969591930","authorId":4102377969591930,"name":"Sonsonkok","avatar":"https://static.tigerbbs.com/cd822e55715284365189b1f1b3f09ec8","vip":1,"currentWearingBadge":{"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,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.08","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":406688232903024,"objectIdStr":"406688232903024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great article, would you like to share it?","text":"Great article, would you like to share it?","html":"Great article, would you like to share it?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":406933503324640,"commentId":"406933503324640","gmtCreate":1740376709170,"gmtModify":1740376712462,"authorId":4200461089366592,"author":{"id":4200461089366592,"idStr":"4200461089366592","authorId":4200461089366592,"name":"BryanMing_02","avatar":"https://community-static.tradeup.com/news/a3e7d6a0b525d91e56281f84bc4ab276","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":406688232903024,"objectIdStr":"406688232903024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great article, would you like to share it?","text":"Great article, would you like to share it?","html":"Great article, would you like to share it?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":406834540314944,"commentId":"406834540314944","gmtCreate":1740352705234,"gmtModify":1740352708478,"authorId":3565580415318008,"author":{"id":3565580415318008,"idStr":"3565580415318008","authorId":3565580415318008,"name":"patricklowck","avatar":"https://static.tigerbbs.com/fc04396a7aff08c74904d7b520596366","vip":1,"currentWearingBadge":{"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,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.07","exceedPercentage":"93.65%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":406688232903024,"objectIdStr":"406688232903024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great article, would you like to share it?","text":"Great article, would you like to share it?","html":"Great article, would you like to share it?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":406730110968488,"commentId":"406730110968488","gmtCreate":1740327232254,"gmtModify":1740327237754,"authorId":3579044609497336,"author":{"id":3579044609497336,"idStr":"3579044609497336","authorId":3579044609497336,"name":"LEESIMON","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"23f878ed27704312ae41c7f17e73b319-5","templateUuid":"23f878ed27704312ae41c7f17e73b319","name":"Annualised return","description":"Top 5%","bigImgUrl":"https://community-static.tradeup.com/news/28b025635697d2f8cba3e94ec9f33231","smallImgUrl":"https://community-static.tradeup.com/news/b9d0f04877ffafa61d3f0d06efb58d87","grayImgUrl":"https://community-static.tradeup.com/news/0b3045db9a2ba37916c82e771c62bd6c","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.05","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5300},"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":406688232903024,"objectIdStr":"406688232903024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"🩷Good ","text":"🩷Good ","html":"🩷Good ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}