Super Micro shares jumped 17% on Friday on the news of S&P 500 inclusion.
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Will you bet on SMCI?
What's your target price?
Is it a meme bet or value investing for AI concept?
Replying to @koolgal:Well said 👍🏻//@koolgal:🌟🌟🌟Synergy is the sum total that exceeds individual effort but when we combine that with passion, the sky is the limit. That's what happened when Warren Buffett met Charlie Munger in 1965 and the result of that partnership is the success of $Berkshire Hathaway(BRK.B)$. Warren Buffett paid a tribute to Charlie Munger recently as "The Architect of Berkshire Hathaway" while Warren Buffett said that he is just like a general contractor overseeing its daily operations. While Nvidia is hailed as a market leader in the special
i think $SUPER MICRO COMPUTER INC(SMCI)$ would possible reach 1500 in a matter of weeks considering the growth with every coming high that lead to one or two days pullback!
Why SMCI Isn't the Stock to Play Nvidia's AI Boom？
SMCI $SUPER MICRO COMPUTER INC(SMCI)$ has experienced a 276% year-to-date surge, reaching USD 1074.34. Its remarkable performance is primarily attributed to: The company is poised to join the S&P 500 Index, with the effective inclusion scheduled before the opening of trading on Monday, March 18, aligning with the quarterly rebalance. The latest earnings results and forecasts have surpassed street expectations. SMCI is capitalizing on the AI spending boom, as the company sells AI server solutions, including rackmounts used for deploying AI chips. Why SMCI isn’t the stock to play the artificial intelligence revolution? Its gross profit margin and operating margin were only 15.4% and 10.14%, respectively, while Nvidia's gross profit margin
This company has a lot of momentum right now, and I think it's only going to continue. My target price for $SUPER MICRO COMPUTER INC(SMCI)$ is significantly higher than where it is now, and I'm excited about the potential upside. SMCI is extremely volatile, just consider that its last 52-week stock price range is between $87 and $1,078. The stock started February 2024 at $550 and peaked at around $1,000. After achieving this psychological level it plunged by more than 20% and then bounced back to a thousand and then again returned back closer to $800. The massive YTD rally attracted a lot of swings and intraday traders which substantially added to the stock's volatility. Therefore, long-term investors should be ready to t
$SUPER MICRO COMPUTER INC(SMCI)$making it into the $S&P 500(.SPX)$ is a great sign! It means the market recognizes their strength and potential. I've been bullish on this stock for a while now, and I'm not about to change my mind. SMCI is still a "Strong Buy". The demand for AI servers will highly likely continue to surge in the next three years and SMCI is very well-equipped to absorb this secular tailwind. The company's financial position is robust and its partnership with prominent semiconductor players is a clear indication of the superiority of its servers compared to competitors. Moreover, the valuation analysis suggests that the stock is still very attractively valued
I admit, when I first heard about $SUPER MICRO COMPUTER INC(SMCI)$ joining the S&P 500, I was excited. It seemed like a sure sign of their success and potential. But the more I look into it, the more I'm starting to doubt. The stock has already had a major run-up, and now the hype is starting to wear off. I'm worried that we might be seeing a bubble forming, and I don't want to get caught up in it. I'm going to sit on the sidelines for now and wait for a better entry point. Sure, more like 600, then 300, then back to the 52 week low of 87.
$SUPER MICRO COMPUTER INC(SMCI)$ in the $S&P 500(.SPX)$ ? But I'm Not Buying It.Yeah, I saw the news. Big deal, right? The stock is up more than 1,000% (11X) since the beginning of 2023 driven by a 3X growth in earnings (NTM EPS) and a nearly 3.5X expansion in valuation (NTM P/E) to 32X (v. 9x).”But here's the thing: just because a stock is in the S&P 500 doesn't mean it's a sure winner. I'd rather put my money there than chase after a stock that's already had its big run.Overall, the stock has 9 recent analyst reviews, and these include 5 Buys, 3 Holds and a single Sell. The consensus rating is a Moderate Buy, and the average price target, at $824.11, implies the stock
Hey, did you hear the news? $SUPER MICRO COMPUTER INC(SMCI)$is officially part of the $S&P 500(.SPX)$ ! This is huge! I've been following this company for a while now, and I'm really impressed with their growth and potential. Gamma squeeze to $2,000 ahead of SP500 listing.This looks like $Tesla Motors(TSLA)$ of 2020, definitely not a bubble. When Tesla got included in s&p, stock went up 50% in 2 weeks and then stabilized.Based on that analogy this can goto $1800. Could be overvalued just like Tesla and it went all the way to 2500 and reverse split twice. So I will keep fingers crossed for this guy too.SMCI Joins S&P 500 Is J
$SUPER MICRO COMPUTER INC(SMCI)$ I'm pray me I'm tempting to sell share tomorrow and cnat sleep bc it's not tomorrow pry for me giys. why I wanna sold, but I'm very, very bulls giys. I'm predix $1,500 by end week guys and this very conservative estimates giys. I'm think we go high then this I don't wanna selling but I'm tempting. I'm hold giys and mlionnaires becoming smci. just dimond hand and sees great profiting bc longtime investors winning!
$SUPER MICRO COMPUTER INC(SMCI)$I am really intrigued by the short shares of SMCI. There were 5.3 million shares short as of 2/15. SMCI 2nd quarter results which blew out expectations were released on 1/29. That day, on 1/29, the short shares were 5.09 million. Between 1/29 and 2/15, an additional 210,000 shares were shorted. Why???I mean, with the outstanding Q2 results and great future guidance, it is prudent to expect the short shares volume to go DOWN, not UP.But it did go UP another 210,000 shares. What do these shorts know? Surely they can't be that foolish.
$SUPER MICRO COMPUTER INC(SMCI)$ The stock went from 300 to 1077 in a few weeks time. Shorts dream of these things. A year ago the stock went from 69 to 120. Then the company gave an update which was lower due to chips being in tight supply. The stock fell about 30 percent. If smci announced tomorrow that they would miss projections by twenty percent due to Nvda chips being sold out, how much would it drop? It was 790 Wednesday night after hours.
$SUPER MICRO COMPUTER INC(SMCI)$To give a more comprehensive answer, the top reasons why short interest might increase even when a stock's price is rising:Hedging Strategies-Institutional investors and traders may use short positions as part of a broader hedging strategy. For example, they may hold a long position in a stock but initiate a short position to offset potential losses in the event of a market downturn.Speculation on a Reversal-Short sellers may believe that the stock is overvalued or that the current upward movement is unsustainable. They might increase their short positions in anticipation of a future price reversal.Market-Making Activities-Market makers and other institutional participants may engage in sh
Why SMCI Isn't the Stock to Play Nvidia's AI Boom？
SMCI $SUPER MICRO COMPUTER INC(SMCI)$ has experienced a 276% year-to-date surge, reaching USD 1074.34. Its remarkable performance is primarily attributed to: The company is poised to join the S&P 500 Index, with the effective inclusion scheduled before the opening of trading on Monday, March 18, aligning with the quarterly rebalance. The latest earnings results and forecasts have surpassed street expectations. SMCI is capitalizing on the AI spending boom, as the company sells AI server solutions, including rackmounts used for deploying AI chips. Why SMCI isn’t the stock to play the artificial intelligence revolution? Its gross profit margin and operating margin were only 15.4% and 10.14%, respectively, while Nvidia's gross profit margin
SMCI - Is it the new darling of tech? SMCI is a stock I like very very much. However, I divested it just before market close on Friday before the inclusion into the broad market index was announced. Well.....this is testing my 'ignore the emotions' capacity. But it does feel sucky seeing a stock you just sold off gain lots in the after market. Oh wells....life goes on! 😄 To be fair, I am bullish SMCI long terms as do I on the other names that I associate with AI such as Nvidia, AMD, Marvel, Micron, so forth and so on. I believe that AI is only just starting and the runway is still long ahead. However, lets get real. At this moment and time, I believe the valuations are really really stretched. And that is to put it mildly. Sentiments are bullish bordering on bullish extremism and when you
AI and Semiconductor As we observed, semiconductor and AI-adjacent tech stocks surged this week following a fourth-consecutive earnings beat-and-raise from AI leader Nvidia. Nvidia blew past analyst estimates with fourth-quarter earnings of $12.29 billion on $22.1 billion in revenue. Without doubt, Nvidia will become the dominant ecosystem in the computing industry. SMCI Zooming in to another AI meme, shares of Super Micro Computer (SMCI), the data center technology company that has seen its shares triple in value this calendar year alone, jumped more than 25%, exceeding even Nvidia post-earnings gain. Super Micro Computer specializes in advanced computing solutions for data centers, cloud providers and enterprises. Recent years, SMCI has become a key player in manufacturing compute
$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer Is Taking A Breath, The Run-Up Should Continue Super Micro Computer experienced significant growth in Q2'24, playing a central role in the transition to higher capacity computing in the GenAI renaissance. JPMorgan analyst predicts substantial growth in the broader hardware market as AI takes form, presenting an opportunity for SMCI's advanced compute systems. SMCI has plans to expand its production capacity and facilities, aiming to reach a $25 billion annual revenue target and drive significant revenue growth. The company's strong foothold in the AI market, strategic partnerships with companies like Nvidia, and impressive financial performance make it well-positioned for the AI boom. Su
Self-Effort vs. Others' Help: Which is More Important For Success?
Everyone desires success, but achieving it requires many factors. Among the most important are one's own efforts and opportunities. Opportunities are often perceived as assistance from others.For example, a major client placing an order that turns a company's losses into profits, or someone riding on the coattails of a celebrity's popularity.Taking the booming AI sector as an example, $NVIDIA Corp(NVDA)$ achieved a significant surge in its stock price through its own efforts in developing chips.However, there's a stock with a 204% year-to-date increase, surpassing even NVIDIA's performance, and that's $SUPER MICRO COMPUTER INC(SMCI)$ .The market generally attributes SMCI's sharp rise to NVIDIA. The founde
$SUPER MICRO COMPUTER INC(SMCI)$ - Positive cash flow & EPS - Part of IWM powerhouse - Chart setting up for explosive move - Massive Semis & AI play into 2025 - SMCI CEO buddy with NVDA CEO - No big competitors yet - Good to invest in the near term - Or buy the dip when opportunity arises
Replying to @koolgal:Well said 👍🏻//@koolgal:🌟🌟🌟Synergy is the sum total that exceeds individual effort but when we combine that with passion, the sky is the limit. That's what happened when Warren Buffett met Charlie Munger in 1965 and the result of that partnership is the success of $Berkshire Hathaway(BRK.B)$. Warren Buffett paid a tribute to Charlie Munger recently as "The Architect of Berkshire Hathaway" while Warren Buffett said that he is just like a general contractor overseeing its daily operations. While Nvidia is hailed as a market leader in the special
$SUPER MICRO COMPUTER INC(SMCI)$ PCT: SMCI Or Not v10.0 : PCT = Pandas Coffee Talk. Investing .Com AI: InvPro models revise SMCI from 1000.00USD down to 700.00USD. But analysts keep raising her TP Target Price up to 1300.00USD. Then SMCI all of sudden start issuing notes to raise capitals. Cash flows tight financial problems? Or Investing .Com AI is trying to ask investors to cool down on SMCI? No matter what. Me RickPANDA is cashing out most USD shares standings to SGD high yield Tiger Vault. Because. First 9Months left to US Elections is no longer a straight line up for stock markets. You gains few days you lose few days = zero gains unlike last 3Weeks SMCI. Second. WW3 World War 3 is really taking place after GOD City is attacked in Israe
Hey, did you hear the news? $SUPER MICRO COMPUTER INC(SMCI)$is officially part of the $S&P 500(.SPX)$ ! This is huge! I've been following this company for a while now, and I'm really impressed with their growth and potential. Gamma squeeze to $2,000 ahead of SP500 listing.This looks like $Tesla Motors(TSLA)$ of 2020, definitely not a bubble. When Tesla got included in s&p, stock went up 50% in 2 weeks and then stabilized.Based on that analogy this can goto $1800. Could be overvalued just like Tesla and it went all the way to 2500 and reverse split twice. So I will keep fingers crossed for this guy too.SMCI Joins S&P 500 Is J
$SUPER MICRO COMPUTER INC(SMCI)$To give a more comprehensive answer, the top reasons why short interest might increase even when a stock's price is rising:Hedging Strategies-Institutional investors and traders may use short positions as part of a broader hedging strategy. For example, they may hold a long position in a stock but initiate a short position to offset potential losses in the event of a market downturn.Speculation on a Reversal-Short sellers may believe that the stock is overvalued or that the current upward movement is unsustainable. They might increase their short positions in anticipation of a future price reversal.Market-Making Activities-Market makers and other institutional participants may engage in sh
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI, or Super Micro Computer Inc., is a technology company specializing in server solutions, storage systems, and other computing products. Whether it's considered a "meme bet" or a "must-buy" for AI depends on various factors including its financial health, market positioning, and the potential for growth in its sector. Here's a breakdown: 1. **Financial Health**: Review SMCI's financial statements, revenue growth, profitability, and debt levels to gauge its financial health. If the company is stable and showing consistent growth, it might be considered less of a meme bet and more of a sound investment. 2. **Market Positioning**: Assess how SMCI stands within its industry. Look at its competitors, market share, a
Bill Gates & Paul Allen: The co-founders of Microsoft worked together to develop software for the emerging personal computer market. Their collaboration & complementary skills played a crucial role in the success of Microsoft & the widespread adoption of their products. Another example is Open Source Software which rely on collaboration and contributions from a global community of developers, who collectively work to create, maintain, and improve software that is freely available for anyone to use, modify, & distribute. E.g. the Linux operating system & Apache web server. Ultimately, success often results from a combination of self-effort and help from others. While self-determination and hard work lay the foundation for achievement, the support, guidance, and collabor
I admit, when I first heard about $SUPER MICRO COMPUTER INC(SMCI)$ joining the S&P 500, I was excited. It seemed like a sure sign of their success and potential. But the more I look into it, the more I'm starting to doubt. The stock has already had a major run-up, and now the hype is starting to wear off. I'm worried that we might be seeing a bubble forming, and I don't want to get caught up in it. I'm going to sit on the sidelines for now and wait for a better entry point. Sure, more like 600, then 300, then back to the 52 week low of 87.
This company has a lot of momentum right now, and I think it's only going to continue. My target price for $SUPER MICRO COMPUTER INC(SMCI)$ is significantly higher than where it is now, and I'm excited about the potential upside. SMCI is extremely volatile, just consider that its last 52-week stock price range is between $87 and $1,078. The stock started February 2024 at $550 and peaked at around $1,000. After achieving this psychological level it plunged by more than 20% and then bounced back to a thousand and then again returned back closer to $800. The massive YTD rally attracted a lot of swings and intraday traders which substantially added to the stock's volatility. Therefore, long-term investors should be ready to t
$SUPER MICRO COMPUTER INC(SMCI)$making it into the $S&P 500(.SPX)$ is a great sign! It means the market recognizes their strength and potential. I've been bullish on this stock for a while now, and I'm not about to change my mind. SMCI is still a "Strong Buy". The demand for AI servers will highly likely continue to surge in the next three years and SMCI is very well-equipped to absorb this secular tailwind. The company's financial position is robust and its partnership with prominent semiconductor players is a clear indication of the superiority of its servers compared to competitors. Moreover, the valuation analysis suggests that the stock is still very attractively valued
Self-Effort is the very essence and beginning of Success. With self-effort, one would be disciplined to set up shop/ business and exercise self-improvement. A person with good self-effort and prepardeness then can benefit from Others’ Help and achieve success. $Lockheed Martin(LMT)$ is a success story as the largest U.S. government contractor. It is able to be so successful because it has a long history of innovation and technology development. It is great to be able to buy shares of companies that are heading for sharp rise. $SUPER MICRO COMPUTER INC(SMCI)$ share price has soared 206%. SMCI’s share price could rise further if $NVIDIA Corp(NVDA)$ buys more servers from it. Able to sell more of its liquid
$SUPER MICRO COMPUTER INC(SMCI)$ in the $S&P 500(.SPX)$ ? But I'm Not Buying It.Yeah, I saw the news. Big deal, right? The stock is up more than 1,000% (11X) since the beginning of 2023 driven by a 3X growth in earnings (NTM EPS) and a nearly 3.5X expansion in valuation (NTM P/E) to 32X (v. 9x).”But here's the thing: just because a stock is in the S&P 500 doesn't mean it's a sure winner. I'd rather put my money there than chase after a stock that's already had its big run.Overall, the stock has 9 recent analyst reviews, and these include 5 Buys, 3 Holds and a single Sell. The consensus rating is a Moderate Buy, and the average price target, at $824.11, implies the stock
self-effort and others' help - both are equally important. life is such, sometimes you need help from others to accomplish things. likewise, you render help to those in need. business is the same, you need customers' support to keep the business going and vice versa. I remember reading an article where the charismatic one's business almost went bust, but clinching a contract at the last minute not only saved the business but propelled into a global brand... we need each other in order to survive in this world, therefore, appreciate one another [smile] [smile] [smile] @LMSunshine
run away $SUPER MICRO COMPUTER INC(SMCI)$will crashelaine benes running GIF by HULUHighly Speculative Rally. However, what's driving shares of SMCI appears to be highly speculative. The stock has seen a surge in implied volatility levels over the last several weeks, climbing to more than 100%. Its call volume has spiked, suggesting that a large amount of what has been driving the shares higher has been part of a gamma squeeze, which is when traders essentially bet heavily on a stock rising by buying a large number of call contracts, helping to create the mechanical hedging flows needed to drive the stock price higher.The problem is that when implied volatility gets too high, the cost to trade call options becomes too cos