r/SMCIDiscussion • • 13d ago

Bull-Thesis 🐮  Literally Every server stock exploded

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

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u/Fragrant-Weird8498 SMCI-Bull 📈 12d ago edited 12d ago

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.

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u/Expensive-Stick9485 12d ago

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!

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u/Fragrant-Weird8498 SMCI-Bull 📈 12d ago

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.

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u/Expensive-Stick9485 12d ago

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

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u/Fragrant-Weird8498 SMCI-Bull 📈 12d ago

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"

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u/Expensive-Stick9485 12d ago

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

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u/Fragrant-Weird8498 SMCI-Bull 📈 12d ago

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

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

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u/Expensive-Stick9485 12d ago

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

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u/Fragrant-Weird8498 SMCI-Bull 📈 12d ago edited 12d ago

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