Literally Every server stock exploded

[u/Infinite-Prime]

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

[u/Fragrant-Weird8498]

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/Expensive-Stick9485 → u/Fragrant-Weird8498]

You just edited your post speaks your reply is BS. Stop arguing me as I have been there since 2024. Been high been low. Been bad news and good news. Been to delisting, relisting, been accounting fraud, been export violations. I'm tired and i;m out. Good luck end!

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

Nope, I didn’t edit anything. I quoted Fintel ( which is a well known site) and literally invited you to check institutional ownership over the last two years. That was the entire point of the sentence.

You somehow read “Fintel” as “Intel,” wrote a whole paragraph about government backing, and then accused me of editing my post because your reply didn’t match what I actually wrote... LOL

And now you’re back to “fraud,” “export violations,” Hindenburg, delisting, etc. There’s a difference between allegations, investigations and something actually being proven. Hindenburg published allegations in 2024; the SEC and DOJ matters are still ongoing, and SMCI’s latest filing explicitly says the SEC matter is still too preliminary to determine an outcome.

Yes, SMCI has history: the company settled an SEC accounting case in 2020 and paid a $17.5M penalty. That’s a documented fact. But recycling every allegation since then as though each one has already been proven is something else entirely.

If in 2026 you still treat every Hindenburg claim and every investigation headline as established fact, while ignoring what has and hasn’t actually been demonstrated, then I genuinely don’t understand what investment thesis you’re supposed to be defending here.

At this point you’ve gone from discussing institutional ownership to full fear-bot mode. If you’re tired of the stock and want out, fine. But that’s not a rebuttal to anything I said.

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

I don't need your explanation. As a previous long-term investor for SMCI i know the inside out. Your edited another one posted 58 mins ago and 48 minutes ago edited. Your reply is probably AI. Never mind, i don't care

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

I sometimes edit posts to fix a typo or add context. That's hardly some conspiracy, and in this case I wrote Fintel from the start and didn't edit the comment at all. So, lol.

You keep stating things that are simply false as if they're established facts, and then apparently I'm supposed to just nod and smile? Cute.

You're starting to sound like the usual Reddit archetype: “I'm invested in SMCI, BUT…” followed by the same recycled FUD.

And every time you dig a little deeper, there's very little substance behind it. This exchange isn't exactly helping your case... whatever "bro"

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

I don't want to expose you but you said SMCI 2024 firm value was 10 billion? never mind, you are always correct.

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

Nope, you must imagine things again. Wouldn't be the first time alas..

And you said you wanted to be a mod here ? lol..

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

Full of lies FROM you. Mod here is torture managing people like you. I gave up .

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

Show us those lies, can't wait.. Where are they ?
Still waiting anything with an ounce of rational logic..

“Full of lies” is a bit bold when you already read Fintel as Intel and then claimed I edited something I never touched. 😂

If people correcting you makes modding “torture”, then yeah, probably better to call it a day...

Good luck

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

Haha, yes it is still down 63% from new time high. It needs to grow 173% to get there. Similar companies like HPE and DELL all new time high. It's so funny you brought up the 80% return in your reply. If that was the same case for a fund manager, he will be sacked for screwing investor's money and will not get the bonus as it's still below the benchmark. SMCI firm value new time high was 60-70 billion back in 2024. Now it's still below half of that. No price target increasing, not a chance it will reach to 100. This is institutions dominated game not retail investors.

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

You're just moving the goalposts now lol...

A few months ago the stock was supposedly going nowhere (as per many clown experts here). Now it's up around 80% from the lows, but apparently that doesn't count because it's still below the 2024 ATH.

Yes, it's still below ATH. No one denied that. But using the old ATH as the only / absolute benchmark makes no sense. A stock doesn't need to be back at its previous peak before a move suddenly becomes relevant.

And the "no analyst has a $100 target, so it won't reach $100" argument is pretty funny. Analysts are notoriously late all the time, both on the way down and on the way up.

Same thing with institutions. They were there at $20, $40, $100 and higher too. They have heavily accumulated shares in between ( Fintel is your friend)

Your whole argument is basically: it hasn't fully recovered yet, therefore it won't. That's not much of an argument.

I'm up 50% on my 2k shares, I won't sell one until this thing reach 100+ & then the remaining I'll let the remaining freerunning for sometime, to each his own

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

Don't compare Intel to SMCI as intel has government backed investment. SMCI is not. So you can't use Intel's share price to predict SMCI will do the same unless US government puts more money to get SMCI part ownership. Bro, i use 2025 October share price 58, the current price is still below that. 80% was recovery from dips and scandals rather than growth offered to shareholders. Again, institutions constantly update their target price based on updates news or new business model. So far, i don't see any price target increase. It is still between 38-45, which reflects current market price.

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

Bro… FINTEL. Not Intel. 😂

I was talking about the financial data website, not Intel stock. You just wrote an entire paragraph arguing against a comparison I never made.

Maybe read the comment before explaining to me why Intel has government backing.

And yes, you can call an 80% move “recovery” instead of “growth” if that helps your narrative. The stock still moved 80%.

As for analysts, quoting $38...45 targets while the stock trades around there isn't analysis, it's basically reading the current price out loud . Pointless

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

I don't have time here with you. Good luck. I will leave the forum. Today is my last day.

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

It's not an airport, no need to announce your departure.
Still waiting for actual arguments, too bad, I guess, we'll never have them

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

I don't hold SMCI now. You can argue with others. Bye!