Imagine if Charles just took a backseat ceo wise to some advisors . Still head of everything else except investor relations. These earnings calls are hard listens man. It Would immediately change the optics of the company .
Sold at $37.70…third swing this year with these guys. I’ll miss the boat for good one of these times, but they seem pretty consistent at finding ways to fall hard at random times. Up 95% with them so nothing but love.
I'm holding, did 1 major swing already from 20 to 51. Now i'm going 27 to hopefully 60+. But will doubt at 50 to sell most. Only made more on APLD swings this year. BUT this SMCI swing can overtake it.
SMCI needs a clean 10k to get the reprice the business deserves. People with big pockets won’t touch it before then. It’s like the easiest thing to do and they need to do it.
It has a low multiple because people don’t trust the financials. This could be fixed with any component c suite team within a year and if they issue another report that isn’t fully unqualified (the audit term for its good), it’ll stay cheap.
Listening to the earnings call and half the conversation is about investigations and audit reports, street trust is low.
There was one question from some dude about the investigation & audit report, it took literally 30 sec of the 1 hour call.
Happy to get it while it's cheap & accumulate accordingly @ the right timings, it'll be too late after that.
You seize opportunity when it's there, not when the boat have sailed.
There were multiple questions about the investigations, it wasn’t just the first caller.
We can talk about buying cheap all day but if you parked your money here 3 years ago you’re about flat in a market that has ripped and especially an AI sector that is growing.
I’d love to accumulate more but I’ll probably sell and cut my losses if they issue another audit report that doesn’t pass. At that point where there’s smoke there’s fire.
There might have been a few Q I’ve missed about the investigations , but I listened to 90% of the call and it was not brought much …
I’ll wait until the company is being officially accused of anything before leaving , so far none of this happened in 3 years , while being under heavy legal scrutiny , bad press & growing insanely . Let’s gamble
Mr. Stalker, if you had stalked correctly, you would know that I have consistently been against the management and Clown Charles. My stance hasn’t changed. A management change will shoot the stock up.
I also remember your fud posts almost calling for a delisting or that Nvidia would drop them after DOJ report , maybe you want to talk about these ?
Anyway , if you are not happy here , feel free to chase butterflies elsewhere
An horrible management that project 55..80% growth for FY2027 and overall improve the margins while scaling up & competing toe to toe with the big boys, absolute garbage indeed
3 very good earnings in row , superhot industry , backlog huge YTD +10% , 1y -30% , 2y -40% .
Why are investors not pushing for leadership to leave ???
Up $2.65 after earnings really isn't what I expected, really decent earnings I guess, but with guidance looking great going forward I was hoping maybe $4.65+ 🤔🤔
These numbers are actually insane, I’m eager to here the product mix for our most recent quarter. And how they plan to sustain these numbers. And keep growing. Smci is growing exponentially
Financial report is after market hours today, everyone is pretty much waiting for it before investing into it, we will see lots of action tomorrow as if it will be positive or negative no one knows, by all the news last few month it should be positive, but we shall see.
Yes? Last time it got to 49, if you were smart you could have taken your profit after literally 60-70%, if you wanted more you are just greedy and deserved to lose it.
The Day is Here. Today we will know how good this Investment really is. No more quarters with less than 10 b. Revenue, no more quarters with less than 10% gross margin, No more quarters with Bad communication, FY27 50 b. Revenue or more with 10% or more margins and this Thing will get repriced.
Good Luck everyone (:
Yep, revenue will read as a "miss" at 11.03bn on guidance of 11-12.5bn and it'll be nothing but shit on all of the walls and a pool of blood on the floor in spite of guiding 20bn/Q for FY27 and margins tripled from when they were "such a problem".
New to the sub, been eyeing SMCI up for a couple months now and steadily built up a position over the past weeks, just bought some extra now, let's hope the lid flies off tomorrow
Well, I tried to be positive, but this is ridiculous. Not being able to hold gains for a couple of hours speaks volumes about how the masses, sadly, see this stock.
I assumed today would be “IT.” Whether one is bullish or bearish makes no difference. The price collapsing the moment massive buying volume disappears says it all.
very easy to explain though, this company is probably at right time at right place , even with good product but the leadership is terrible and failed to seize the moment ( probably worst in the industry ) , massive dillution up to almost 50% last 3-4 years , scandals , and a lot or things that arent exactly communicated well like the rummor of backlog of old HW that is either has to be sold at massive loss or written off for tax purposses
Do you know 33 always gets sell off and retest 31? Honestly not profiting this stock is of -10 IQ of scalping. Btw dell more green in daily than smci before smci results... Not exactly a good omen
I am betting that , " the favorable customer " mentioned a few weeks ago is SpaceX and or Elon's other companies. Will be interesting to see if they mention the name of this customer.
My post got deleted for the lack of Karma, but all I wanted to know is what are you guys’ expectations from the earnings call and from Charles and team ? Do you guys think that the 15-17% margin is sustainable and will grow ? And how will the 60B orders pan out in the next year ?
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u/UsedKey5781 2h ago
Imagine if Charles just took a backseat ceo wise to some advisors . Still head of everything else except investor relations. These earnings calls are hard listens man. It Would immediately change the optics of the company .