JimmyHua
03-25

$SUPER MICRO COMPUTER INC(SMCI)$

$SMCI don’t worry about whatever bullshit this is. Her is the big picture of where we are going.

SMCI Roller Coaster: Are Risks Mounting?
Despite hitting a record $7.22B in quarterly revenue, Supermicro faces mounting risks—nearly 60% of its revenue comes from just two clients, 73% of receivables are under pressure, and a $150M financial gap needs fixing. Goldman Sachs’ latest report highlights valuation concerns. ----------------- As a shadow stock of Nvidia, which do you think is a better "buy the dip" opportunity—SMCI or Nvidia? Is SMCI's valuation reasonable? What is your target price for SMCI?
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.

Comments

  • JRM1021
    03-25
    JRM1021
    Yeppp, short squeeze inbound as long as we maintain support levels
  • kw888999
    03-27
    kw888999
    is it still above trend lines now after the 9 percent drop yesterday?
  • mothymo
    03-26
    mothymo
    Great ariticle, would you like to share it?
  • JoeH123
    03-26
    JoeH123
    Scary
  • ricky1991
    03-26
    ricky1991
    Great article, would you like to share it?
Leave a comment
5
74