$超微电脑(SMCI)$Super Micro Computer is poised for strong growth, driven by its leadership in liquid-cooled server racks for data centers. The company’s focus on liquid cooling has fueled growth beyond industry rates over the past two years, with continued demand as data centers adopt advanced cooling solutions.In addition, AI and high-performance computing, key markets for SMCI, are rapidly expanding. By capitalizing on these trends, Super Micro Computer is well-positioned to sustain growth and profitability, securing its role as a leader in next-generation data center technologies.
$SUPER MICRO COMPUTER INC(SMCI)$ Dell was previously delisted from the Stock Market back in 2013. Not concerned with SMCI removed from NASDAQ, it doesn't mean gameover. Based off the previous month's short interest VS the current month's, we can conclude that the stock does have a more bearish sentiment in the market. With that in mind, the short ratio is only 0.81% So I'm picking up more stocks and waiting for the next earnings date, which should be somwhere around 27th Jan 2025. I've performed a DCF (Discounted Cash Flow) Analysis, based on my analysis the intrinsic value of the stock is $55.40 per share. With prices currently around the 30-35 range and me being a long investor of the stock, I personally will be b
SMCI Review "Clears," but Is It Still a Good Shorting Opportunity?
Although a special independent committee appointed by Super Micro Computer's (SMCI) board found no misconduct, JPMorgan remains cautious. The investment firm stated it would maintain a "neutral" stance on SMCI until compliance issues are better understood. Analyst Samik Chatterjee upheld the "underweight" rating on the stock.Chatterjee noted, "Key issues investors should focus on include whether the new independent auditor, BDO, accepts the findings of the special committee or opts to conduct its own review, and whether Nasdaq supports SMCI's request for an extension to regain compliance with listing requirements. SMCI has outlined plans to file its 10-K and 10-Q reports within the compliance deadline."On Monday, SMCI stated that the independent committee found no evidence of misconduct by
$SUPER MICRO COMPUTER INC(SMCI)$ has been extremely volatile. The announcement of no-wrong doing by their internal investigators may not mean much as these were conducted by an employed director. But if the newly appointed External Auditors come up with the same assurance, SMCI will possibly rocket ip again. I see a very similar pattern to MSCR. Any good news will trigger a seismic movement. But you have to have a strong heart to play these kind of stocks. Very high risk, super high rewards.
$SUPER MICRO COMPUTER INC(SMCI)$ Yes. It it probably return to $50, however as an auditor, I will not go for long term investment in this stock as it represents that the management representation is no longer reliable (said EY). So please becareful as we don't know what has not been revealed yet.
$SUPER MICRO COMPUTER INC(SMCI)$ High risk high rewards. The accounting accusations seems to be front loading revenue. In my view, this is not as harmful as other accounting scandals such as false or non-existence revenue. Worth a punt.
$SUPER MICRO COMPUTER INC(SMCI)$ The semiconductor industry has been on a rollercoaster this year, and Super Micro Computer, Inc. (NASDAQ: SMCI) is no exception. After surging over 30% last week, SMCI has traders asking a pressing question: Can it reclaim the $50 mark in the coming days? Let’s analyze the catalysts behind this move and evaluate the likelihood of further gains. Recent Catalysts Behind the Rally Earnings Momentum: SMCI's latest quarterly results shattered analyst expectations, with revenue growing 32% YoY and earnings per share beating estimates by 15%. The company’s focus on AI-optimized server solutions has positioned it as a leader in high-performance computing, driving strong demand. AI Tailwinds: With artificial in
$SUPER MICRO COMPUTER INC(SMCI)$ I traded this before the split and knew the range between 777 and 888 but now I can't even keep up with it's range. The old toot Cramer calls it Bipolar. Hit resistance. Look for a flag. It needs to hold $40.69.
$SUPER MICRO COMPUTER INC(SMCI)$ has seen a significant surge, with its stock rising by over 30% recently due to strong demand for AI servers. The company's solid financial performance, especially the rise in sales from AI-related hardware, is driving investor optimism. However, there are some regulatory concerns, including an investigation into its business practices, which could impact the stock's stability. Despite these concerns, analysts remain largely positive, with some projecting a price target of up to $66 over the next year. Whether SMCI can return to the $50 mark this week depends on various factors, including market sentiment, AI-related growth, and any updates on the regulatory issues. Given the current
$SUPER MICRO COMPUTER INC(SMCI)$ Been pocketing weekly premiums on this stock since start of the month. The bulls seem to prove their worth during this run up. So I am on the ride till it breaks. 🐮 @madluvyz - Specialist in using TA to sell options and swing trade.
$SUPER MICRO COMPUTER INC(SMCI)$ From a low near 17, the stock has jumped to 43+ and also 30% in a day. While the concerns are seemingly behind, we still have to wait for the filings to know the condition of the company. But going by reports the revenue and profit should be meeting expectations. I would say there is more upside and 50 will be reached I due course
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI will reach 49-50 and pull back to 44-45, before rebounding further and retesting. Decide what you want to do with this, whether to hold, or to combine shorting and DCA for profit and long term accumulation. It's quite clear which one is more profitable and less risk 2️⃣
🚀 SMCI Surges 30%: Will It Return to $50 This Week?
$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer, Inc. (Nasdaq: SMCI) soared over 34% on Monday after a special committee concluded there was “no evidence of misconduct”. The announcement of a new Chief Accounting Officer and plans to hire a new CFO further boosted investor confidence, fueling the rally. A comparison chart of SMCI with competitors to highlight its recent surge Clearing Uncertainty The investigation's clean slate may signal SMCI is out of the woods, easing investor concerns over corporate governance. With leadership transitions underway, will SMCI now regain market trust? Momentum to $50? SMCI has experienced a significant rebound, but is this rise sustainable? The combination of restored confidence and leadership restructurin
$SMCI 20250103 65.0 CALL$ SMCI: collect 1.15% premium from these covered call with strike at $65 which is 55% higher than current market rate. Contract will expire in 32 days on 3rd Jan. SMCI soared 28% on Mon 2nd Dec on news that the special independent committee finds no evidence of fraud. For this I remained doubtful. Anyway, capitalise on the surge to sell fresh covered calls on the remained uncommitted stocks holding at various interval to capture the higher premium.
Soaring 29%! How to Ride the Surge in SMCI Using Options?
Super Micro Computer, Inc. (SMCI) surged nearly 29% after the company announced it would replace its Chief Financial Officer (CFO), David Weigand.On Monday, December 2 (ET), SMCI issued a statement saying it is actively seeking a new CFO, Chief Compliance Officer (CCO), and General Counsel. Kenneth Cheung, previously Vice President of Finance, will now serve as the company's new Chief Accounting Officer.Meanwhile, following an external review by the company’s Special Committee of the Board and outside legal counsel, no misconduct was found. Specifically, the investigation by the Independent Special Committee concluded that the resignation of Ernst & Young (EY) as SMCI's auditor, and the claims mentioned in their resignation letter, were not substantiated.On November 5, SMCI had previou
$超微电脑(SMCI)$Super Micro Computer is poised for strong growth, driven by its leadership in liquid-cooled server racks for data centers. The company’s focus on liquid cooling has fueled growth beyond industry rates over the past two years, with continued demand as data centers adopt advanced cooling solutions.In addition, AI and high-performance computing, key markets for SMCI, are rapidly expanding. By capitalizing on these trends, Super Micro Computer is well-positioned to sustain growth and profitability, securing its role as a leader in next-generation data center technologies.
$SUPER MICRO COMPUTER INC(SMCI)$ Dell was previously delisted from the Stock Market back in 2013. Not concerned with SMCI removed from NASDAQ, it doesn't mean gameover. Based off the previous month's short interest VS the current month's, we can conclude that the stock does have a more bearish sentiment in the market. With that in mind, the short ratio is only 0.81% So I'm picking up more stocks and waiting for the next earnings date, which should be somwhere around 27th Jan 2025. I've performed a DCF (Discounted Cash Flow) Analysis, based on my analysis the intrinsic value of the stock is $55.40 per share. With prices currently around the 30-35 range and me being a long investor of the stock, I personally will be b