$SUPER MICRO COMPUTER INC(SMCI)$ I have a feeling we might be about to turn around and start a recovery. There's just too much growth and expansion happening.
$SUPER MICRO COMPUTER INC(SMCI)$ If all you do is post negative comments without offering any useful insights for shareholders, it comes across as being short and rooting for the stock to fall. Look at the last earnings report and the major customer acquisition that brought in a huge influx of new business. Yes, a turnaround is happening, and in time it will pay off handsomely for the company and its shareholders.
$SUPER MICRO COMPUTER INC(SMCI)$ Solid company. Day-traders and shorts, there are better places to play your games. Investors here are focused on fundamentals and future growth.
Shorts have managed to bury the fact that $SUPER MICRO COMPUTER INC(SMCI)$ is currently valued at $18B with annualized revenue of $40B and $2B in net profit. They're spinning the dilution narrative while ignoring the company's depressed valuation today. It's a pretty distasteful manipulation by shorts who seem to resent $SUPER MICRO COMPUTER INC(SMCI)$ management for its successful business.
$SUPER MICRO COMPUTER INC(SMCI)$ Do your own math and don't listen to those paid analysts. To collect $1.25, you only need to sell 40-45 million shares. The volume last Thursday and Friday was over 200 million shares, so those 40-45 million shares are surely already sold.
$SUPER MICRO COMPUTER INC(SMCI)$ The fundamentals look solid going forward. The next earnings report and guidance should put this stock on a strong upward trajectory for years.
$SUPER MICRO COMPUTER INC(SMCI)$ I'm getting back in, restarting my position. The $30 level looks like the base. Less than a month until the earnings release. It's the cheapest AI play in the market, a client to SpaceX, and has a huge backlog.
$SUPER MICRO COMPUTER INC(SMCI)$ Why SMCI might be outperforming Dell? Dell reported earnings at the end of May, but didn't disclose any backlog figures comparable to SMCI's recent announcement of $39B in orders over the last month or so. That's very notable, because Dell's earnings came almost a month after SMCI's last report. What could be driving such a huge surge in SMCI's orders compared to Dell's in that same timeframe? I think it's DCBBS. We heard Charles say recently that rollout with DCBBS can be done in about 4 months, while it takes others 18 months. In this new AI world, that's a lifetime. And DCBBS offers a nearly limitless upgrade path. Honestly, when they announced the dilution news, I basically shrugged it off. I expected it.
$SUPER MICRO COMPUTER INC(SMCI)$ 39 billion in new orders within a month. On the day of the SpaceX IPO, Charles announced a new 1-gigawatt data center by year-end. Elon even dropped into his tweet to say thanks. Add to that the global hiring spree happening every single day, from Spain to Australia, Dubai to San Jose. This kind of worldwide expansion is rarely seen anywhere, anytime, but it's happening at Super Micro. The dilution is peanuts compared to this, peanuts compared to many other companies diluting to hand us money. They're buying our equipment that'll be outdated in a year, so they'll have to keep buying and buying just to keep up. That's how early-stage tech innovation goes—just ask Intel in the 80s and 90s. That's also why the Sp