BryanMing_02
02-24

Great article, would you like to share it?

@Valerie Archibald：
$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ 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!
$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ 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!

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