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.
@@MusicLuv80 There are others in the same sector as IONQ also moving up. IONQ costs more so less gains in the latest rally. SMCI at $5-10 after the long awaited correction surely must be a punt for bounce to $50
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 👍
Crash or no crash, when everything is pushing ATH, it's time to start trimming some of the fat and increase dry powder. looking at the growth projections of 7-figure portfolio I can't tell where the market is headed, Do i hold on or perhaps I should just sell off assets and avoid the panic?
The issue is most people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst covid outbreak, my portf0li0 has yielded massively in ROI, summing up to 7-figures as of today.
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
The effects of the downturn are beginning to sink in. People are being impacted by the long-term decline in property prices and the housing market. I recently sold my house in the Sacramento area, and I want to invest my lump-sum profit in the stock market before prices start to rise again. Is now the right moment to buy, or not?
Knowledgeable Investors know where and how to put money in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage market conditions.
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $100k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in over $550,000
Judith Lynn Staufer a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
@@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!
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.
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
@@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.
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.
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.
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.
@@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!!!
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.
The fact that SMCI hired back all key players that cooked the books in the first place, and knowing that they keep trying to do the same thing over should keep investors away! The problem with SMCI isn’t the company itself but the fact that it’s ran like a mafia type of business, funneling dollars to one company to another to the third and so on. Would expect the company to be delisted!
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!
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 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.
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
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?
The explanation of SMCI big competitive advantage and why Musk used them, is difficult to square with NVDA steering away from them. If, to whom ? A comparative with SMCI competitors (Dell?) is called for.
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
half of this was built by Dell and the other half by Supermicro, according to a story on Tom's hardware the Dell team were done in days. SMCI are in trouble though with a pivot of future orders.
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
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
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.
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...
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
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.
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.
@@grantp4022 I'm hoping, considering SMCI is at 9% of that data center sales, I can't imagine Dell can ramp up that quickly to fill in the gap and these products have to continue to be sold to meet the customer time-line. I'm sure something will be worked out.
I think it's a gamble, their EPS was low... and can you even trust the numbers at this point? They got a bounce for not getting delisted, but I think their troubles are far from over. They can't pay to get their reputation back and we don't know the damage to orders all of the turmoil has caused. Not to mention the short report seems to have done damage which who knows if it will come out later. I'd give it a 50/50 long term... if you want to play the stock in the short term at least know the risks!
It’s hard to believe a well established company in a booming industry, without any product or service problem, running at the forefront of cooling installation of AI data servers, will let itself fall apart due to accounting issues. Don’t know why they got themselves into this muddy situation but this is the bet I will pickup for 300% return.
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.
Not all is sentiment. This is not the same SMCI that was delisted years ago. SMCI now has too big of partners and influencers such as NVDA and TESLA and that will be enough to get them out of it. They will get yelled at, reprimanded and a good ear pull, but… They won’t be delisted. IMHO. This could simply be exactly what it is: a gamble with a huge upside and a lesser risk than when it was at $100. Roll the dice and take your (calculated) chances…
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!
To be kinda blunt, I am giving up on investing in stocks... I put between 2000 to 3000 a month and it's nothing but down down.... Sooooo frustrating and I only invest in boring big companies. How can I capitalize in such a market?
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.
It doesn't matter what they say their numbers are,.. their auditors fired them. That's enough for me not to buy even though the stock is up 17% to about 30 at this posting.
@@Ari.M2007 Apparently you do, buddy. How much have you lost on SMCI? Here's an investment clue,... don't buy or, in your case,.. hang on to companies that blatantly cook the books.
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.
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.
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.
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.
I think ionq is better
@@MusicLuv80 There are others in the same sector as IONQ also moving up. IONQ costs more so less gains in the latest rally.
SMCI at $5-10 after the long awaited correction surely must be a punt for bounce to $50
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.
Crash or no crash, when everything is pushing ATH, it's time to start trimming some of the fat and increase dry powder. looking at the growth projections of 7-figure portfolio I can't tell where the market is headed, Do i hold on or perhaps I should just sell off assets and avoid the panic?
Don't sell everything, just raise some cash so you can go shopping if and when a correction or crash takes place.
The issue is most people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst covid outbreak, my portf0li0 has yielded massively in ROI, summing up to 7-figures as of today.
Pls how can i meet this advis0r? i want someone to help me invest an Inheritance, i dont want to lose it to inflation.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
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...
Yup buying shares at $26 no problem in holding them
The effects of the downturn are beginning to sink in. People are being impacted by the long-term decline in property prices and the housing market. I recently sold my house in the Sacramento area, and I want to invest my lump-sum profit in the stock market before prices start to rise again. Is now the right moment to buy, or not?
Knowledgeable Investors know where and how to put money in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage market conditions.
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $100k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in over $550,000
Could you kindly elaborate on the advlsor's background and qualifications?
Judith Lynn Staufer a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I just looked her up on the web and I would say she really has an impressive background in investing. hopefully she respond to my email soon. Thanks
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!
You are the best most educated source on tech AI on TH-cam
You are appreciated🎉🎉🎉
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.
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
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.
I bought in at $20
Have set a stop loss at $18 so i couldnt lose much if it dropped
And today its $30
Thats a nice 50 percent rise in less than a week
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.
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?
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.
Following you for a year, made $10K in profits.
Same! only I made $14k in 3 months off of Alex's info. Takes a strong stomach not to sell when nVidia dips though ;-)
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.
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
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
Hindenburg is one of the slimiest groups out there.
Self serving outfit!🤢🤮
They spotted the problem, didn't they? The finding is valid.
@@robertthomas5906 overall
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!!!
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
The fact that SMCI hired back all key players that cooked the books in the first place, and knowing that they keep trying to do the same thing over should keep investors away! The problem with SMCI isn’t the company itself but the fact that it’s ran like a mafia type of business, funneling dollars to one company to another to the third and so on. Would expect the company to be delisted!
Excellent video editing. Great job with presenting information
Thanks for all the due diligence. Would love deep dives on vertiv and altair
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!
Still sketchy! Play silly games win silly prizes!
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 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.
Awesome!
It would be awesome if you could share your thoughts on rklb and SoFi
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.
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
Even though this stock crashed , I still made about $240,000.00 😊😊😊
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!
The explanation of SMCI big competitive advantage and why Musk used them, is difficult to square with NVDA steering away from them. If, to whom ? A comparative with SMCI competitors (Dell?) is called for.
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? 😂
Perfect for dat trading, well this company cost me around 8$k , when IT dropped to 17$, Hope they will regain to 40
half of this was built by Dell and the other half by Supermicro, according to a story on Tom's hardware the Dell team were done in days. SMCI are in trouble though with a pivot of future orders.
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
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
As someone that works in the industry, I suspect that data center build out are tapering off
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
Hindenburg would have exited their shorts before last week. I bought some big options for a quick trade 40 target
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?
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...
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
Nvidia rose 30 percent the day after Nvidia earnings !!!
My average SMCI is $20.81. I’m hopeful.
You up 50 percent then
The numbers could be fraudulent so you can't use them to defend the companies value.
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
Love the analysis thanks
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
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.
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 ?
I just invest 100 k the forecast for December will be $85 and 2025 $ 130
Waiting for Nvidia to make an offer for SMCI.
This likely will happen, as NVDA needs SMCI to facilitate
their business volume.
@@grantp4022 I'm hoping, considering SMCI is at 9% of that data center sales, I can't imagine Dell can ramp up that quickly to fill in the gap and these products have to continue to be sold to meet the customer time-line. I'm sure something will be worked out.
I think it's a gamble, their EPS was low... and can you even trust the numbers at this point? They got a bounce for not getting delisted, but I think their troubles are far from over. They can't pay to get their reputation back and we don't know the damage to orders all of the turmoil has caused. Not to mention the short report seems to have done damage which who knows if it will come out later. I'd give it a 50/50 long term... if you want to play the stock in the short term at least know the risks!
Thanks for the great analysis!
My pleasure!
It’s hard to believe a well established company in a booming industry, without any product or service problem, running at the forefront of cooling installation of AI data servers, will let itself fall apart due to accounting issues. Don’t know why they got themselves into this muddy situation but this is the bet I will pickup for 300% return.
best stocks channel
Oracle is about to miss the NVDA-sparked market rally by sitting on the side line with 1/3 trillion in non-working cash.
Great content. Thank you
Just a big dip before the rip!
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 🫠
Perfect buy !
Nice work
11-20-2024
1. Bitcoin +2.18%
2. MicroStrategy +10.05%
3. Apple +.32%
4. Tesla -1.5%
I bought SMCI before the split. I sold when my losses hit $8000.
OUCH !
Not all is sentiment. This is not the same SMCI that was delisted years ago. SMCI now has too big of partners and influencers such as NVDA and TESLA and that will be enough to get them out of it. They will get yelled at, reprimanded and a good ear pull, but… They won’t be delisted. IMHO. This could simply be exactly what it is: a gamble with a huge upside and a lesser risk than when it was at $100. Roll the dice and take your (calculated) chances…
A great case for Decentralized computing networks.
Why depend on 1 single entity for all of that important infrastructure?
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!
To be kinda blunt, I am giving up on investing in stocks... I put between 2000 to 3000 a month and it's nothing but down down.... Sooooo frustrating and I only invest in boring big companies. How can I capitalize in such a market?
What is your opinion on LRCX company
Following you for a year, made $10K in profits.
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
Smci has terrific product but very dodgy accounting.
If you can’t trust their ethics or their accounting … it’s worthless - until transparently addressed. 🤔
Can you do an update on Qualcomm? Thank you!
You have no idea - the have and auditor and they submitted a plant Smci is in compliance lastly the p/e is 6
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..
You left out Nvdia giving SMCI a support comment in their Earnings Call , said SMCI is a Trusted Partner. Who knows better , you or NVDA ?
It doesn't matter what they say their numbers are,.. their auditors fired them.
That's enough for me not to buy even though the stock is up 17% to about 30 at this posting.
Hey buddy, on one cares about you. move long
@@Ari.M2007
Apparently you do, buddy.
How much have you lost on SMCI?
Here's an investment clue,... don't buy or, in your case,.. hang on to companies that blatantly cook the books.
this aged so badly
It really really didn’t.
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.
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.
They don't call it the Hindenburg Report for nada.
What about LRCX? Do you have something on it?
SCMI can easily be bypassed by NVDA. This is a non-issue.
The question is at what cost
Cost of change will discourage that
What do you think of AMD?
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.
I hate selling at a loss, but I had to sell SMCI.
TSS outperformed them with X AI and took all their business with Dell.
4 days later, it almost went up 100% now trading at $34
That doesn’t change anything.
Nvidia go $375 after report I think.
Test over.
Now shop ordre out.
Chip price $70.000 forecast 800.000 psc....
Super duper amazing micro computer!
Why is PTK out performing POET? aren't they the same company?
I’m struggling to SMCI 😢 is that the good time to Average? Please say something 🙏
After they release the financial report then we can discuss about that
what do you think of TDW?
First guy to explain it in simple way🎉
Glad it helped!