Bullish or bearish, AI stocks will still dominate 2024, even beyond. Why I prefer NVIDIA is that they are better placed to maintain long-term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or seek advice from certified market strategists.
@@HardikKaufeld No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit a 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
@@MattheoPuiu Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
@@VidovicKuball The beauty of MARGARET MOLLI ALVEY approach is her dual focus: while aggressively pursuing profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
@@MattheoPuiu I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get.
LOLOLOLLLL... You ain't anything computer kid though your hair already grey.... Hold that dog.... the other dog also has been dragged down even it also has its trouble..... LOLOLOLL
SMCI is a gamble stock. If you have a few bucks to throw away, you probably have a 50/50 shot of winning, but don’t bet the house for sure. Personally we used a lot of SMCI at work, great equipment.
Good question. Comments should be for adults only. Nvidia could conduct a hostile takeover and go straight to the shareholders. Nvidia attempted to purchase Arm, so it's not out the realm for Nvidia to purchase SMCI. We don't know what's being discussed behind the scenes.
Being behind on reporting is bad for a public company, but it kind of gives me a chubby to knowthat what they've been doing instead is helping Tesla and Elon break records in production..... oooooooooooo
Nive video. I can confirm that the actions of SMCI are not unusual. Many companies engage in year end schenanigans to reach targets. I have seen this first hand myself. The real question is whether SMCI is actually doing the sales. I think if SMCI can survive this scandal, it is a good buy at current price levels.
In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 1.2m$ on few ETFs, still diversifying. it was this time last year I made my first break through with a liquid 370k. Handed it to a trader here in TX, I get weekly pay out which I put back on long term ETF's. Tesla will be a huge buy for me when the market bottoms.
I met Jennifer Kristie for the first time last year at a womens' conference here in Pennsylvania, and my life has changed for the better since then. God bless her!
I don’t understand why do u say URGENT in the Title, cuz all u say is let’s wait and watch. Not blaming, I get the u do this for views. As a subscriber I feel it can be avoided. If anyone feels the same then hit a 👍
From what you described about SMCI, there is no reason Dell, HP or a host of others couldn't provide the same servers or clusters. All servers have been built using a modular design for at least the last 10 years.
@@TickerSymbolYOU Of course. Only I am responsible for my decisions, good or bad! I wasn't sure you were going to put out a video on it so it was a pleasant surprise to see it today. BTW, that Colossus super computer Elon and team built looks amazing! You should do a tour of it? It's an excellent use-case of NVIDIA CPU and GPU chips encased in SMCI racks for FSD. The video I saw of it with all the SMCI racks assembled in 19 days was impressive and assured me that SMCI was worth watching very closely. Keep up the great work!
@@IvoMaropolol what a question! It is like: is it ok to be in bed with a woman you don't know anything about? Not even if she is a real woman?!?! 😂😂😂😂 You can gamble and find out!!!
If they’ve arrived to this stage of Nvidia, any overheating issues are just open or close the window! It’s nothing when they’ve resolve everything so far. They can solve anything to do with AI! It’s still at a very low price for what it is. Nvidia is the engine of AI, like the engine of Ferrari. It’s the best of the best! It’s the giant of robots and the machine of our homes! It’s like the beginning of the internet. Get ready and get in early, it will pay for your uni fees, school fees etc! They are the modern heroes soldiers of our time… amazing! Congratulations guys.
And by the time that happens all the easy money will be gone , you almost never make a multibagger without fear and risk . You should be watching the order books and you would see the huge buys coming in. 58 million dollars worth of Smci was purchased at market closed today @ 28.27 a share by one individual. You think you know more than people with that kind of money ? Watch the order books and follow the big money. This will be 50 before Xmas mark it
EXACTLY! They are in deep trouble despite the hiring of new auditors. Not sure why people are buying into this stock at all, there is so much corruption involved. To be honest, the CEO could even be jailed
Thanks Alex, excellent analysis with very relevant context. I was familiar with much of what you discussed but was completely unaware of the relationship with the CEOs 3 brothers, yikes! I owned the stock and nervously held on to it when I heard about Hindenbergs findings. E&Ys letter scared the crap out of me when I read about their findings. When an auditor goes public with such strong language, its a deal killer for me and I sold my position entirely, e 0:38 ven at a modest loss. Now I find myself looking at the atock again, but I just can't quite pull the trigger. I can't seem to find out with certainty, what happens to investors and their investment, if the company is delisted. The service that they provide is still very much in demand and I think they do it better than anyone else. Many thanks.
I appreciate the kind words and I'm right there with you. If the company is delisted, shares are essentially "frozen" (untradeable). You still have the asset but its value can still drop, even though it can't be traded. But that does mean if they get RE-listed (or exist on a different exchange) you still own the shares.
Accounting fraud and auditors not willing to sign off means the earnings and management can't be trusted. Cash Flow is harder to fake. Look at the cash flow. Base your valuation on cashflow. But what happens when all the major data centers are built out...
@@TickerSymbolYOU It got delisted yet 6 years later it 40x'd. Even if their earnings are off by a significant margin there's a lot of headroom in comparison to 2023 valuations at the low. Even considering their downgraded guidance they're still undervalued. Media likes to jump the gun with headlines disregarding due process. Institutional investors are flowing in. Financial allegations doesn't mean products aren't rolling out. Hanlon's Razor. Hindenburg and E&Y don't have a particularly spotless track history. Even if something comes out of the allegations and fails to comply with SEC, it'll be fined and trade OTC until it files to be listed again. Their products are decent accross the board. The upside outweighs the risk considering its position in the largest growing industry.
I’m not playing earnings this time around. I’d rather ride the momentum the day after. Will I make as much? Probably not. Will I still profit? Almost certainly.
I "feel" like we"ll be up to 150ish based on post market, but I know that NVDA has to outperform to get upwards movement so I really don't know for sure, considering that SMCI could be a ding against outperformance...if there's anything else that adds to that, who knows. Fundamentals still fantastic, though!
AFTER the nvidia earning report smci will had big drops, nvidia will show without smci , he still had a lot company to buy him chips, dell , acer, asus , lenovo , hp, and foxconn
SMCI management have demonstrated more than once that they are willing to do whatever it takes to drive up the share price. It is good for those who get out in time.
If SMCI is 94% undervalued, does 25% of NVDA's business.. and has already proven they can just put some duct tape on their crappy bookkeeping and get themselves back on track... this does seem like something people should be buying. Then again, its like going through a labyrinth with all these details.
@@TickerSymbolYOU Excellent question. Really appreciate you. I;ve seen a few of your videos. It is obvious that the effort and time you invest in preparation must be quite high; notwithstanding, that you've been right on many occasions. Keep up the great work.
Started position in SMCI right at all time highs after watching one of your videos on it. I’m down about 70% lol my worst trade ever if I sold it now. I think small position (1% of portfolio). I’m high risk so I think I’m going to buy another 1% per week and bring it up to a 5% position
SMCI financial was run by weefee for a long time, so had issues. Their board members don't even divulge any company info to spouses. Like Charles said, 30 years only 1% of the market, now will be 30%+. Draw your own conclusions.
Bought at $18 collected some nice covered call premiums at $28 strike price expiring Dec 20, 2024. I wish i hadnt sold the covered calls, could of cashed out at $30.
SMCI clearly has its challenges with accounting concerns and questions about transparency, but the demand for their products in the AI and data centre market is undeniable. While these issues might deter some investors, they also create an opportunity for those willing to take on higher risk for potentially significant returns. That said, anyone considering this stock should focus on cash flow and the long-term market potential rather than getting caught up in short-term speculation or sentiment-driven moves. A clear resolution of their financial practices would certainly make this a more compelling investment
all the bs, smci only paid $17m last time they relisted on nasdaq to SEC, so, it's only $20m to relist, but it's not only 20m to make this one a pe 10 stock. an SAAS company have a rule of 40, which means, the grow rate and profit margin > 40, now, what about this hardware company? profit margin over or around 50, and grow rate over 30% and up to 80%. now, telling you it's a PE10 stock, buy it asap, and even though they are delisted, it's only $20m to re list later. you will triple your $$ after the re list.. no brainer, no risk, they sell servers no mater if they are listed or NOT.
I think it’s worth a very small risk that you are willing to lose. You can then use this low price to reduce your average if the problems are resolved and you add more later
why can't dell or hp or another competitor also use the building block approach? I'm not really buying it that smci has any advantage that couldn't be replicated by a competitor
If you are short, better get out soon, the squeeze will be painful, but if you are not long, its a great buy now. Once Nasdaq grants the extension, SMCI will have time to comply, and it will do so because its really just as many critics have said, a server maker (sounds much easier than it is actually), the stock will rally a lot. Even if it gets delisted, the private equity guys will gouge it till nothing is left - in private markets such a company will be worth 40-50x, not 6x.
Somebody before market close today purchased 58million dollars of SMCI @ 28.27 per share So who is smarter multi million dollar investors or the people in the comments?
@KansasCityGOON No shit that's why the stock is down 90% so when does it become a buy for you 0.1 cent ? You think accounting issue enough to bring down a multi billion dollar company ?
The investment does not prove any thing. I am myself thinking about gambling a few thousand dollars to hope for a potential quick 10x or more. But I am aware this upside is only possible if, on the other hand, the stock can go to 0 in a week or less!
Hey TS. Can you do a comparison between SMCI equipment to Dells sever equipment. Can Dell take over what SMCI makes for Nvidia? As far as investing in SMCI. Not a chance. I lost way too much money on SMCI. Now I learn they cooked the books twice, I would be too afraid of them cooking them for a third time. My money is too valuable to my wife and I.
I don't like that they hired the people they fired for cause. It makes me think they're still trying to get away with something. That's a shame. I like Super Micro. I hope they get their house back in order. IMHO, I wouldn't buy right now. Unless you have money burning a hole in your pocket and you just have to do it. Good way to lose money.
He said SMCI wants more Blackwell as in they have received some Blackwell. They haven’t received ANY Blackwell chips yet. Look it up. For that reason I think Nvidia will drop tonight.
Nvidia doesnt need smci if smci wasnt there Nvidia would have another partner. SMCI needs nvidia dont get it twisted. And Nvidia google partnership and others will blow that 9% out of water. SMCI is financially sketchy. Using warehouses to put sales on different Quarters. Auditors quitting and more. Literally the top reasons to not invest in them. better luck investing in the companies that they use to build there databases like Nvda themselves.
@aMoldy what are you talking about. What you just said has nothing to do with what I wrote. And even if It did you forgot to look into the other companies coming out with better cooling tech. So you're wrong a little research could have helped you out alot here.
@aMoldy no need to invest in them just for cooling tech when there Financials are sketchy. They sell other companies technology which is more expensive than there's. It's just smarter to invest in the companies that they buy from like Nvidia ect then smci until they get EVERYTHING in check.
@ It's already baked into the share price. If you personally believe that they are so sketchy they will be delisted then short it or dont invest. But there is 1000% a bull case to be made here with more growth potential than investing in nvidia. If all ends up working out and they go back to the highs that's a 250% gain. Nvidia will not go up another 250% for many years.
SMCI's forte is bending metal, and packaging other peoples technology in their systems. They have less technical expertise than any other company it's size in the tech industry.
bought and hold, in long term it is win win anyway you all looking 1-2-3 months - try like 2 years from now - even if they dont reach 120 will be like 70-80.
Great stuff Alex, thanks! Now that the SMCI update is off your 'to-do' checklist. Would you be considering an update on CROWD? CROWD share prices are now 'on- a -tear' after the initial drop from the global software update glitch. It seems that CROWD CEO managed the service recovery very well and even managed to retain most of their customers/ even growing customer base. So, will CROWD revert to your top 10, or completely thrown out of the window?
If you think Nvidia is going to walk away from money you are mistaken as long as SMCI pays them they don’t care how they run their business!! You don’t cut off your nose to spite your face😮
I think it’s safe to say that SMCI’s ability to stay listed rests with BDO. If BDO quits, then the stock will crash again and be on its way to the pink sheets.
ever heard of wirecard? ... SMCI seems to have similar acounting practices ... and with the triangle NVDA deals I wonder if NVDA is also massaging their balance sheet ... time will tell
You're doing a fantastic job! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?
With around $120k invested in Palantir stocks, any suggestions for additional stocks to diversify across various markets? Looking for a well-rounded portfolio that balances risk aversion with returns meeting yearly inflation concerns.
@BruceRogers-t4q CAT AVGO JNJ XOM and JPM my biggest holdings. My portfolio is very happy with the dividends and growth all of these are good in there industry. CAT is used world wide with one of the largest inventories on equipment used for all Arg Manufacturing and mining sectors. AVGO with there Semiconductors and Gov contracts put them strong imo. EXOM has been buying out more Oil companies and is getting contracts with other countries to boost ground in oil production along with sizeable investments pouring in. JPM is strong growth and dividend due to position in the financial sector along with taking advantage of current economic conditions.
Liquid cooling has been around for 30 years. What else does SMCI offer?! SMCI’s rise was due to the lack of basic tech understanding by clueless investors. SMCI’s packaging into servers can be done by a dozen other competitors like Dell. SMCI is a fundamentally dishonest company and will shrivel away as the industry excludes them.
![Dragons - Bande-annonce officielle VF [Au cinéma le 11 Juin 2025]](http://i.ytimg.com/vi/YFudK_c-z8o/mqdefault.jpg)
Given that SMCI accounts for about 9% of Nvidia's data center sales, you think this whole situation will affect Nvidia's earnings for the quarter?
I think if they avoid the SMCI discussion without too much attention it would not have an effect but otherwise it could for a short period.
those gpus that SMCI would not buy, would be bought by DELL,IBM, GOOGLE, etc...Demand is oversold.
And SMCI needs to buy NVDA to survive. That's what made them rallied in the first place.
$SMCI vs $Dell What's the best bull case ?😊
Last earning nvda went down prior. This time it’s up. Hope that’s an indication.
Bullish or bearish, AI stocks will still dominate 2024, even beyond. Why I prefer NVIDIA is that they are better placed to maintain long-term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or seek advice from certified market strategists.
@@HardikKaufeld No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit a 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
@@MattheoPuiu Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
@@VidovicKuball The beauty of MARGARET MOLLI ALVEY approach is her dual focus: while aggressively pursuing profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
@@MattheoPuiu I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get.
How the hell do we know SMCI is undervalued? Can't get a fair audit. So who the heck really knows what they're worth.
LOLOLOLLLL...
You ain't anything computer kid though your hair already grey....
Hold that dog.... the other dog also has been dragged down even it also has its trouble..... LOLOLOLL
Audit firms are never reliable , Ey got to save their skin not because they identified accounting discrepancies
It's cause they selling to China which is technically illegal thats why else their income is huge
@@whatsup7184 wow ur comment is wild
@@whatsup7184 I feel sorry for the people who read your comment trying to make sense of whatever you are saying...
SMCI is a gamble stock. If you have a few bucks to throw away, you probably have a 50/50 shot of winning, but don’t bet the house for sure. Personally we used a lot of SMCI at work, great equipment.
Why doesn't Nvidia buy SMCI to expand their business ?
How about SMCI isn’t for sale
@@mazatoshi7501😂
Good question. Comments should be for adults only. Nvidia could conduct a hostile takeover and go straight to the shareholders. Nvidia attempted to purchase Arm, so it's not out the realm for Nvidia to purchase SMCI. We don't know what's being discussed behind the scenes.
They can’t it would be a monopoly
@@mazatoshi7501 It is a publicly traded company you know
SMCI has shown that it lacks financial integrity - that's it's biggest problem.
Or just you looking in short termn and dont understand how sometimes family business works :D
Financial allegations does not change the delivery power.
@@Ibroketheindexes lmfao they are a sham!
This is the 2nd time they’re going to be delisted. Already guilty of fraud the 1st time who would believe this company again
@@LegolasD Maybe just lawfare? I do not see a conviction?
Being behind on reporting is bad for a public company, but it kind of gives me a chubby to knowthat what they've been doing instead is helping Tesla and Elon break records in production..... oooooooooooo
Yup buying shares at $26 no problem in holding them
Their accounting firm fired them, they are cooking the books!
And their shares crashed as a result. But the business is quite real. Risk & reward
Not necessarily.
The funny part is the accounting firm (all the top firms really) are crooked and do a lot of unethical things for their clients.
@chrish4720 I remember, Arthur Anderson.
EY dropped Apple as a client many years ago! I wouldn’t put much weight on their judgement
Nive video. I can confirm that the actions of SMCI are not unusual. Many companies engage in year end schenanigans to reach targets. I have seen this first hand myself. The real question is whether SMCI is actually doing the sales. I think if SMCI can survive this scandal, it is a good buy at current price levels.
I am impressed with your update on these stocks, now my question is which is best to buy at this time. I have some liquid assets to diversify.
In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 1.2m$ on few ETFs, still diversifying. it was this time last year I made my first break through with a liquid 370k. Handed it to a trader here in TX, I get weekly pay out which I put back on long term ETF's. Tesla will be a huge buy for me when the market bottoms.
Thank you, I already added VOO and QQQM, can you share this Pro with me.
Yeah, Jennifer Kristie Taylor use her name to look her up.
I met Jennifer Kristie for the first time last year at a womens' conference here in Pennsylvania, and my life has changed for the better since then. God bless her!
Following you for a year, made $10K in profits.
Hindenburg is one of the slimiest groups out there.
Self serving outfit!🤢🤮
They spotted the problem, didn't they? The finding is valid.
I don’t understand why do u say URGENT in the Title, cuz all u say is let’s wait and watch.
Not blaming, I get the u do this for views.
As a subscriber I feel it can be avoided. If anyone feels the same then hit a 👍
I appreciate your feedback. The urgency comes from me trying to set expectations for Nvidia's earnings, which are in under 24 hours.
@@TickerSymbolYOU But said
URGENT WARNING ON SMCI
No worries felt like saying!
Keep doing good stuff like always 👍
I was planning to buy smci tomorrow, but not going to after watching this video, so it was urgent for me to watch it.
@@afqt80A random YT content creator swayed your decision? 😵💫😂
@@davidluong5651no, good and timely information did.
From what you described about SMCI, there is no reason Dell, HP or a host of others couldn't provide the same servers or clusters. All servers have been built using a modular design for at least the last 10 years.
IT IS JUST A WATER HOSE TO COOL THE TERMINAL.... LOLOLOLLL...
ANOTHER ONE COMPUTER IGNORANT
Thanks Alex! Was gonna buy some today but there will always be uncertainty with a company that has multiple family business entanglements.
You should do what you want, I just want to make sure people understand the risks
@@TickerSymbolYOU Of course. Only I am responsible for my decisions, good or bad!
I wasn't sure you were going to put out a video on it so it was a pleasant surprise to see it today.
BTW, that Colossus super computer Elon and team built looks amazing! You should do a tour of it? It's an excellent use-case of NVIDIA CPU and GPU chips encased in SMCI racks for FSD. The video I saw of it with all the SMCI racks assembled in 19 days was impressive and assured me that SMCI was worth watching very closely.
Keep up the great work!
I’m up 50% in 2 days. Ready to dump at the first hint of more financial foolery, but happy about this bet
Nice! Great job buying at the bottom!
@ Nearly bottom-ticked it, thank you 👍👊
Is it ok to buy SMCI now?
@ Hard to say, don’t bet anything you can’t afford to lose
@@IvoMaropolol what a question! It is like: is it ok to be in bed with a woman you don't know anything about? Not even if she is a real woman?!?! 😂😂😂😂
You can gamble and find out!!!
Still sketchy! Play silly games win silly prizes!
If they’ve arrived to this stage of Nvidia, any overheating issues are just open or close the window! It’s nothing when they’ve resolve everything so far. They can solve anything to do with AI! It’s still at a very low price for what it is. Nvidia is the engine of AI, like the engine of Ferrari. It’s the best of the best! It’s the giant of robots and the machine of our homes! It’s like the beginning of the internet. Get ready and get in early, it will pay for your uni fees, school fees etc! They are the modern heroes soldiers of our time… amazing! Congratulations guys.
Guys, Both can be right...
Rational Investor: Dead Cat Bouncing, Accounting Fraud!
Reddit Investor: Elon might buy the company!
im not even gona look at this company until DoJ say they didnt find any wrong doings
Honestly, not a bad thing to wait for
Federal agencies do not have the investigative expertise to sort through allegations of this magnitude. Not on their own.
And by the time that happens all the easy money will be gone , you almost never make a multibagger without fear and risk .
You should be watching the order books and you would see the huge buys coming in.
58 million dollars worth of Smci was purchased at market closed today @ 28.27 a share by one individual.
You think you know more than people with that kind of money ?
Watch the order books and follow the big money.
This will be 50 before Xmas mark it
EXACTLY! They are in deep trouble despite the hiring of new auditors. Not sure why people are buying into this stock at all, there is so much corruption involved. To be honest, the CEO could even be jailed
@@curtflirt2to be honest? Are you deciding this? 😂
Thanks Alex, excellent analysis with very relevant context. I was familiar with much of what you discussed but was completely unaware of the relationship with the CEOs 3 brothers, yikes! I owned the stock and nervously held on to it when I heard about Hindenbergs findings. E&Ys letter scared the crap out of me when I read about their findings. When an auditor goes public with such strong language, its a deal killer for me and I sold my position entirely, e 0:38 ven at a modest loss. Now I find myself looking at the atock again, but I just can't quite pull the trigger. I can't seem to find out with certainty, what happens to investors and their investment, if the company is delisted. The service that they provide is still very much in demand and I think they do it better than anyone else.
Many thanks.
I appreciate the kind words and I'm right there with you. If the company is delisted, shares are essentially "frozen" (untradeable). You still have the asset but its value can still drop, even though it can't be traded. But that does mean if they get RE-listed (or exist on a different exchange) you still own the shares.
Accounting fraud and auditors not willing to sign off means the earnings and management can't be trusted. Cash Flow is harder to fake. Look at the cash flow. Base your valuation on cashflow. But what happens when all the major data centers are built out...
SMCI is definetly a buy
How come
@@TickerSymbolYOU It got delisted yet 6 years later it 40x'd.
Even if their earnings are off by a significant margin there's a lot of headroom in comparison to 2023 valuations at the low.
Even considering their downgraded guidance they're still undervalued.
Media likes to jump the gun with headlines disregarding due process.
Institutional investors are flowing in.
Financial allegations doesn't mean products aren't rolling out.
Hanlon's Razor.
Hindenburg and E&Y don't have a particularly spotless track history.
Even if something comes out of the allegations and fails to comply with SEC, it'll be fined and trade OTC until it files to be listed again.
Their products are decent accross the board.
The upside outweighs the risk considering its position in the largest growing industry.
Thanks for all the due diligence. Would love deep dives on vertiv and altair
I’m not playing earnings this time around. I’d rather ride the momentum the day after. Will I make as much? Probably not. Will I still profit? Almost certainly.
I "feel" like we"ll be up to 150ish based on post market, but I know that NVDA has to outperform to get upwards movement so I really don't know for sure, considering that SMCI could be a ding against outperformance...if there's anything else that adds to that, who knows. Fundamentals still fantastic, though!
AFTER the nvidia earning report smci will had big drops, nvidia will show without smci , he still had a lot company to buy him chips, dell , acer, asus , lenovo , hp, and foxconn
Welp, they got a bit greedy to move the stock price ... but since they have revenues, profits, and growing market, it will work out-is my guess.
Oracle is about to miss the NVDA-sparked market rally by sitting on the side line with 1/3 trillion in non-working cash.
Just a big dip before the rip!
SMCI management have demonstrated more than once that they are willing to do whatever it takes to drive up the share price. It is good for those who get out in time.
My average SMCI is $20.81. I’m hopeful.
If SMCI is 94% undervalued, does 25% of NVDA's business.. and has already proven they can just put some duct tape on their crappy bookkeeping and get themselves back on track... this does seem like something people should be buying. Then again, its like going through a labyrinth with all these details.
How do you think I felt making this video 🫠
Everything youve said has proved wrong so far.
Such as?
@@TickerSymbolYOU Excellent question. Really appreciate you. I;ve seen a few of your videos. It is obvious that the effort and time you invest in preparation must be quite high; notwithstanding, that you've been right on many occasions. Keep up the great work.
Started position in SMCI right at all time highs after watching one of your videos on it. I’m down about 70% lol my worst trade ever if I sold it now. I think small position (1% of portfolio). I’m high risk so I think I’m going to buy another 1% per week and bring it up to a 5% position
SMCI financial was run by weefee for a long time, so had issues. Their board members don't even divulge any company info to spouses. Like Charles said, 30 years only 1% of the market, now will be 30%+. Draw your own conclusions.
you make a great point ?
Bought at $18 collected some nice covered call premiums at $28 strike price expiring Dec 20, 2024. I wish i hadnt sold the covered calls, could of cashed out at $30.
Hindenburg would have exited their shorts before last week. I bought some big options for a quick trade 40 target
SMCI clearly has its challenges with accounting concerns and questions about transparency, but the demand for their products in the AI and data centre market is undeniable. While these issues might deter some investors, they also create an opportunity for those willing to take on higher risk for potentially significant returns. That said, anyone considering this stock should focus on cash flow and the long-term market potential rather than getting caught up in short-term speculation or sentiment-driven moves. A clear resolution of their financial practices would certainly make this a more compelling investment
Perfect for dat trading, well this company cost me around 8$k , when IT dropped to 17$, Hope they will regain to 40
all the bs, smci only paid $17m last time they relisted on nasdaq to SEC, so, it's only $20m to relist, but it's not only 20m to make this one a pe 10 stock. an SAAS company have a rule of 40, which means, the grow rate and profit margin > 40, now, what about this hardware company? profit margin over or around 50, and grow rate over 30% and up to 80%. now, telling you it's a PE10 stock, buy it asap, and even though they are delisted, it's only $20m to re list later. you will triple your $$ after the re list.. no brainer, no risk, they sell servers no mater if they are listed or NOT.
If you can’t trust their ethics or their accounting … it’s worthless - until transparently addressed. 🤔
I bought SMCI before the split. I sold when my losses hit $8000.
OUCH !
After they release the financial report then we can discuss about that
Love the analysis thanks
I think it’s worth a very small risk that you are willing to lose. You can then use this low price to reduce your average if the problems are resolved and you add more later
Better buy Call
Thanks for the great analysis!
My pleasure!
A great case for Decentralized computing networks.
Why depend on 1 single entity for all of that important infrastructure?
Great content. Thank you
why can't dell or hp or another competitor also use the building block approach? I'm not really buying it that smci has any advantage that couldn't be replicated by a competitor
who may replace SMCI as a data center cooling systems provider for Nvidia?
@ dell already has
If you are short, better get out soon, the squeeze will be painful, but if you are not long, its a great buy now. Once Nasdaq grants the extension, SMCI will have time to comply, and it will do so because its really just as many critics have said, a server maker (sounds much easier than it is actually), the stock will rally a lot. Even if it gets delisted, the private equity guys will gouge it till nothing is left - in private markets such a company will be worth 40-50x, not 6x.
11-20-2024
1. Bitcoin +2.18%
2. MicroStrategy +10.05%
3. Apple +.32%
4. Tesla -1.5%
Somebody before market close today purchased 58million dollars of SMCI @ 28.27 per share
So who is smarter multi million dollar investors or the people in the comments?
Indeed!
How can you know the stock purchases ? Is there a tracker or a platform to know that ?
That’s the dumbest logic I’ve ever heard 😂…the facts remain, their accounting problems have not been resolved
@KansasCityGOON No shit that's why the stock is down 90% so when does it become a buy for you 0.1 cent ? You think accounting issue enough to bring down a multi billion dollar company ?
The investment does not prove any thing. I am myself thinking about gambling a few thousand dollars to hope for a potential quick 10x or more. But I am aware this upside is only possible if, on the other hand, the stock can go to 0 in a week or less!
Buying NO BRAINER AT THIS PRICE.!!
What about LRCX? Do you have something on it?
Another lesson in the value of trailing stops.......
SCMI can easily be bypassed by NVDA. This is a non-issue.
The question is at what cost
Cost of change will discourage that
Hey TS. Can you do a comparison between SMCI equipment to Dells sever equipment. Can Dell take over what SMCI makes for Nvidia? As far as investing in SMCI. Not a chance. I lost way too much money on SMCI. Now I learn they cooked the books twice, I would be too afraid of them cooking them for a third time. My money is too valuable to my wife and I.
Amen to that. Right there with you. Also, we definitely have a DELL video on deck
@@TickerSymbolYOU what do you think of AMD?
SMCI Boss & Jensen are good ole Taipei boys; going to same KTV bar 😅
all the good stuff happens in those KTV bars ;)
I don't like that they hired the people they fired for cause. It makes me think they're still trying to get away with something.
That's a shame. I like Super Micro. I hope they get their house back in order. IMHO, I wouldn't buy right now. Unless you have money burning a hole in your pocket and you just have to do it. Good way to lose money.
He said SMCI wants more Blackwell as in they have received some Blackwell. They haven’t received ANY Blackwell chips yet. Look it up. For that reason I think Nvidia will drop tonight.
You have no idea - the have and auditor and they submitted a plant Smci is in compliance lastly the p/e is 6
I’m struggling to SMCI 😢 is that the good time to Average? Please say something 🙏
Great video, do you still hold position in SMCI?
I haven't sold -- I just haven't bought more. Diverting that money to other companies
Nvidia doesnt need smci if smci wasnt there Nvidia would have another partner. SMCI needs nvidia dont get it twisted. And Nvidia google partnership and others will blow that 9% out of water. SMCI is financially sketchy. Using warehouses to put sales on different Quarters. Auditors quitting and more. Literally the top reasons to not invest in them. better luck investing in the companies that they use to build there databases like Nvda themselves.
Partially wrong, SMCI only has this cooling tech.
@aMoldy what are you talking about. What you just said has nothing to do with what I wrote. And even if It did you forgot to look into the other companies coming out with better cooling tech. So you're wrong a little research could have helped you out alot here.
@aMoldy no need to invest in them just for cooling tech when there Financials are sketchy. They sell other companies technology which is more expensive than there's. It's just smarter to invest in the companies that they buy from like Nvidia ect then smci until they get EVERYTHING in check.
@ relax cupcake. You said nvidia doesn’t need smci, if that was true they wouldnt have a partnership you fucking bozo.
@ It's already baked into the share price. If you personally believe that they are so sketchy they will be delisted then short it or dont invest. But there is 1000% a bull case to be made here with more growth potential than investing in nvidia. If all ends up working out and they go back to the highs that's a 250% gain. Nvidia will not go up another 250% for many years.
Why is PTK out performing POET? aren't they the same company?
SMCI's forte is bending metal, and packaging other peoples technology in their systems. They have less technical expertise than any other company it's size in the tech industry.
CEO needs to go to jail
best stocks channel
Super duper amazing micro computer!
Thanks!
Thank YOU! 🙏
What do you think of AMD?
So falling knife it is until DOJ clear them... that's what I'm picking up.. waiting game add to watch list that's what I'm thinking..
Smci is up 32% today. ($6.73). Almost bought some leaps last few days. Oops.
bought and hold, in long term it is win win anyway you all looking 1-2-3 months - try like 2 years from now - even if they dont reach 120 will be like 70-80.
Nice work
Nvidia go $375 after report I think.
Test over.
Now shop ordre out.
Chip price $70.000 forecast 800.000 psc....
what do you think of TDW?
Dude, please tell me how can you benchmark those numbers when you can’t even be sure of their books?
EXACT!!!
this thing is untouchable... too much chicanery
Great stuff Alex, thanks! Now that the SMCI update is off your 'to-do' checklist. Would you be considering an update on CROWD? CROWD share prices are now 'on- a -tear' after the initial drop from the global software update glitch. It seems that CROWD CEO managed the service recovery very well and even managed to retain most of their customers/ even growing customer base. So, will CROWD revert to your top 10, or completely thrown out of the window?
CRWD video definitely on my list!
If you think Nvidia is going to walk away from money you are mistaken as long as SMCI pays them they don’t care how they run their business!! You don’t cut off your nose to spite your face😮
Elon Musk shifted orders from SuperMicro to Dell. And there is talk NVIdIa will do the same
Investing? maybe not. Trading? uh... yeah!!
I think it’s safe to say that SMCI’s ability to stay listed rests with BDO. If BDO quits, then the stock will crash again and be on its way to the pink sheets.
I read that Musk cancelled a huge order and gave it to Dell
First guy to explain it in simple way🎉
Glad it helped!
ever heard of wirecard? ... SMCI seems to have similar acounting practices ... and with the triangle NVDA deals I wonder if NVDA is also massaging their balance sheet ... time will tell
Very perceptive point. I have the same hunch, but can’t quantify it
Thanks for the video Alex. Seems as though this company has too many dubious people running the company. 🚩
A sad and unfortunate truth for an otherwise great company
You're doing a fantastic job! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?
Im buying
With around $120k invested in Palantir stocks, any suggestions for additional stocks to diversify across various markets? Looking for a well-rounded portfolio that balances risk aversion with returns meeting yearly inflation concerns.
Buffett says diversification is for people who don't know what they're doing !
He already made a good video recommending other stocks, its extremely selfish to think he's going to personally answer you in a comment section.
What’s better than palantir is MORE palantir.
@BruceRogers-t4q CAT AVGO JNJ XOM and JPM my biggest holdings. My portfolio is very happy with the dividends and growth all of these are good in there industry. CAT is used world wide with one of the largest inventories on equipment used for all Arg Manufacturing and mining sectors. AVGO with there Semiconductors and Gov contracts put them strong imo. EXOM has been buying out more Oil companies and is getting contracts with other countries to boost ground in oil production along with sizeable investments pouring in. JPM is strong growth and dividend due to position in the financial sector along with taking advantage of current economic conditions.
ytd s strongly hold above $63
no need to worry about short term
🎉 thanks
It’s getting delisted. Appeal denied!
thanks👍
This is a SMCI promotion.....
Wow you didn't watch the video at all, eh?
SMCI will not be getting delisted
Comrade Divinsky
Liquid cooling has been around for 30 years. What else does SMCI offer?! SMCI’s rise was due to the lack of basic tech understanding by clueless investors. SMCI’s packaging into servers can be done by a dozen other competitors like Dell. SMCI is a fundamentally dishonest company and will shrivel away as the industry excludes them.
@@pw4780 liquid cooling wasn’t around for 30 years for server level system. W
Not True.
@@bonanzatime Sell your SMCI stock while you still can.
@pw4780 That's the Stupidest Advice I ever heard.
which liquid cooler server system providers would you see as best replacements for SMCI for Nvidia?
Stop using some ridiculous posters... What do NVidia Earnings Trouble mean? Why do you people have to use such click baits?