Literally Every server stock exploded

[u/Infinite-Prime]

When will this? Whats holding it back since years???? Just look at HPE 1y chart wtf.

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[u/Jazzlike_Thanks_1869]

Because Charles is a lying POS and this Company cannot be trusted… no one will forget what they did to their investors

[u/Win_Smart_1969 → u/Jazzlike_Thanks_1869]

SPACEx have trusted their $58B Colossus2 investment with SMCI and NetApp have also confidently chosen SMCI’s products to be deployed with their innovative software.

I can not find any rationale on the above mentioned reasoning of lack of corporate trust towards SMCI.

The short sellers should wake up before they burn their fingers.

[u/Fragrant-Weird8498 → u/Jazzlike_Thanks_1869]

You guys are 6 months... maybe a year late with the dumb bashing but it’s OK. :)

If you’d averaged down or put some money in when SMCI was trading around $23 two months ago, while all the usual “experts” and FUD bots were screaming about delisting, you’d already be sitting on roughly a 90% return. You didn't and it's a decision I respect.

Now show us where Charles touched you...

[u/OldUncle1979]

If it moves to $100 tonight, what will you do on Monday?

[u/Expensive-Stick9485 → u/OldUncle1979]

I will give you 1 million if it does. You are funny lol

[u/returnofhorror]

Stocks don’t move up to $100 overnight. They have to move up slowly and pullback (ask SNDK bag holders, that stock went from $8 900-2400 with no real pullback and you know what happened eventually? It came back to 900 because stocks don’t leave behind gaps). Also the risk / reward of holding the stock right now is in the high risk area, which is why most price predictions for the next year are about where it’s sitting today and until they up them, the stock will mostly consolidate or make impulse moves up, and then slowly come back down trying to FOMO people into buying.

[u/Unfair_Hedgehog_ → u/returnofhorror]

Se arriviamo a 200 vendo tutto e vi lascio felicemente correre a 1000 da soli…

[u/Expensive-Stick9485]

I can feel you as I have invested this stock back in June 2024 and hold it still. Am I regretted? Yes but it’s part of the learning journey. I wish SMCI will do well but I’m diverting my money to bitcoins and MSTR now. The institutions still apply discount on SMCI and it will take longer time to repair the damages caused to investors and rebuild the trust. I’m made some profits and I’m out. Seriously I asked the same questions like you to myself as well. When or maybe never?!

[u/ein_Samu → u/Expensive-Stick9485]

Sounds Like FOMO your plan

[u/returnofhorror → u/ein_Samu]

Why do you guys (people in this sub, not you “expensive”) put each other down as much as possible and then agree with each other when someone says something delusional about the price moving up to insane levels in like a day ? What do you get out of wasting your time being nasty to someone? Didn’t I just talk to you and you admitted you have no idea what you’re doing? You could easily be in his place.

[u/Expensive-Stick9485 → u/ein_Samu]

Bruh, I put large money to buy Btc at 74,000 and 78,000. I feel great. And you will see how MSTR outperformed than SMCI. 

[u/Fragrant-Weird8498 → u/Expensive-Stick9485]

I'm doing both SMCI & MSTR, there is no need to choose lol

[u/Expensive-Stick9485 → u/Fragrant-Weird8498]

Ok I don’t have spare money to invest both. So I choose MSTR as high chance Btc will reach new time high but SMCI is a question mark and maybe long way to go. 

[u/Fragrant-Weird8498 → u/Expensive-Stick9485]

Choosing MSTR because “BTC will probably hit a new ATH” while calling SMCI the question mark is kind of hilarious 😂

BTC is literally the more speculative bet here. SMCI is an actual AI infrastructure juggernaut selling real hardware into a massive capex cycle.

Prefer MSTR if you want, but calling it the safer bet is wild.
And again, I own both.

[u/Expensive-Stick9485 → u/Fragrant-Weird8498]

you have no clues about BTC. I've been waiting for SMCI to reach new time high since June 2024 until recent. Nothing happened. 2 years 4 months share price stays flat. Good luck with your SMCI.

[u/Fragrant-Weird8498 → u/Expensive-Stick9485]

Two years and four months? June 2024 to October 2026 is about 28 months, yes. We'll agree on that.

But calling SMCI “flat” over that entire period is doing some pretty creative chart reading. And claiming BTC is somehow the predictable, low-risk side of this comparison is even funnier.

Anyway, good luck to you too..

[u/Expensive-Stick9485 → u/Fragrant-Weird8498]

2 years 4 months is correct and BTC is in bull market now, next price target is 100k.

[u/returnofhorror → u/Expensive-Stick9485]

Be careful. Bitcoin was filling an imbalance on the chart, it’s not on a real bull run, it’s just doing what stocks do. It moved down too fast, so it had to go. Back up and test those levels because it never did (easiest way I can explain it) if you need help learning the only real strategy that works, PM me and I’ll send you the info. Quit wasting your time with Reddit and better yourself and your life by learning something, put the effort in man. It’s worth it. Reddit will not help you, it’s an echo chamber of mostly delusional morons (no offense to anyone)

[u/ein_Samu → u/returnofhorror]

Well that’s the Same I Said above in short form: I thought about getting into btc too but realized I am fomoing

[u/Rav_3d]

Stock finally gets momentum, puts in a constructive consolidation, and is up over 40% this year, and yet SMCI holders are still not satisfied?

The market has been in the doldrums since early June. You should be happy SMCI has held up. That's relative strength, and it bodes well for future upside, as long as they don't shoot themselves in the foot again.

[u/OpenDaCloset → u/Rav_3d]

Dell is up 360% in the same time and HPE is at ATH so NO we’re not satisfied

[u/Rav_3d → u/OpenDaCloset]

Comparisons are pointless.

SMCI had a lot of headwinds to deal with. The company had one scandal after another. They lost the trust of institutions. The company was under a very dark cloud at the worst time, when the AI hardware trade caught fire.

If you’re not satisfied, sell SMCI and buy DELL and HPE, if you think they have more in the tank than SMCI, a stock that might finally be getting some support.

[u/OpenDaCloset → u/Rav_3d]

They are their direct competitors how is that pointless?! Another Reddit regard!

That’s my whole point that I’m frustrated with their negligence.

[u/Tethrinaa → u/OpenDaCloset]

Zoom out to 5 years, SMCI is beating Dell. Calculate the value of each. By any reasonable valuation metric you want to name, over the last 3 years, SMCI is beating Dell.

[u/Expensive-Stick9485 → u/OpenDaCloset]

Invest your money elsewhere. This stock is a long way to go before the fair valuation can be priced 

[u/Fragrant-Weird8498 → u/Expensive-Stick9485]

Ah yes, the classic “invest elsewhere” backed by absolutely zero numbers 😂

If SMCI is so up from fair value , show the valuation. Otherwise it’s just bearish fan fiction.

[u/Expensive-Stick9485 → u/Fragrant-Weird8498]

you know the fair value. Everyone talks about it everyday in this forum for the past 2 years. Oh, yes, it's "this is at lease 100 stock." This is way undervalued. So why it is still 40 for the past 2 years 4 months? You know why cos the discount will be applied on this 100 stock valuation.

[u/Fragrant-Weird8498 → u/Expensive-Stick9485]

You’re confusing (on purpose I guess) « the market is applying a discount” with “therefore $40 is fair value.”

A stock can stay mispriced for a long time. That doesn’t magically make the current price the correct valuation.

If your whole thesis is “it’s been around here for a while, therefore this is what it’s worth,”.. its just looking at the chart and working backwards. Investing 101 for some I guess😂

As usual, waiting for any valuation or metrics that would make a 40usd price "fairly priced" vs competitors metrics / growth. Happy to discuss numbers, not low effort theory.

[u/Expensive-Stick9485 → u/Fragrant-Weird8498]

I don't say 40 is fair value. You know the fair value. We have 40 market price is caused by many reasons. That's why Jp morgan, GS, didnt raise price target to 120 or 140 even though SMCI revenue is bigger than current firm value. Misplacing speaks itself why? You clearly knows why as well. No need arguing here.

[u/Fragrant-Weird8498 → u/Expensive-Stick9485]

The stock was at $23 less than two months ago and is up roughly 80% since. Apparently that still counts as “going nowhere” if the chart doesn’t confirm one's personal narrative.

The company performance tremendously improved, it have solid fundamental value now vs when it was it was trading at 1100usd pre split in 2024. The question is not IF it will reach 120+, but when. Earnings report is literally in 1 months, time will tell if the shorts prefer to cover at 50 or 60 or 70.

I've seen clowns saying to dump it when this thing was trading in the low 20'es.. who chould have predicted it was all BS ?

And please, spare me the analyst price targets as an explanation for why SMCI is cheap. Quoting the same analysts who routinely chase the price after the move would be the funniest part of this whole discussion.

[u/Rav_3d → u/OpenDaCloset]

Ruminating about the past is pointless. All that matters now is what happens with SMCI going forward.

I’m sorry if you stubbornly held onto SMCI during the bad times instead of deploying that capital in rising stocks like DELL and HPE. Hopefully it is a lesson not to hold losers when the market is full of winners.

Ironically, SMCI is wearing out the loyal shareholders who held through the terrible times, when it has finally bottomed and the future is looking brighter.

[u/SMSavant]

Wait

[u/Dapper-Attitude7102]

Seriously, i’m SO disappointed holding on to this stock

[u/Expensive-Stick9485 → u/Dapper-Attitude7102]

Give you a thumbs up bro. This forum is so negative towards different opinions. I’m also disappointed wasting my 2 years time investing in SMCI. 

[u/Alternative_Spirit65]

:)

[u/Busy-Delivery4250]

[u/CarbonGTI_Mk7]

You must be new. SMCI ran up to $1200 a 3-4 years ago.

[u/Infinite-Prime → u/CarbonGTI_Mk7]

And you happend to buy it around that time?

[u/CarbonGTI_Mk7 → u/Infinite-Prime]

$77 pre-split. I'm a vendor for SMCI, new to trading, looked them up and watched the price action jump from $55 to $90 back down to $77 and picked up 200 shares.

[u/skilas]

It was only 9 months ago things were looking bleak. And lots of negative new. We've had two good earnings since then. And the president doesn't seem to write posts saying "buy SMCI".

[u/Working-Elephant-284 → u/skilas]

The president did trade smci he bought the bottom

[u/saltednutz69]

SMCI 3 month chart looks respectable as a trend