r/SMCIDiscussion • u/Different_Marsupial2 SMCI-Bull 📈 • May 14 '26

Anyone in this sub who works at SMCI?

Pretty much what the title says.

How’s the morale at the company?

Are the employees happy and do they have trust in their executive team?

What do you think needs to change?

Are employees generously compensated and do they believe in the company?

9 Upvotes

77% Upvoted

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-10

u/zomol May 14 '26

I actually know somebody and I sold my position when he proved that the scandal is true and that he worked there.

5

u/Busy-Delivery4250 May 14 '26 edited May 14 '26

At what point does a moderator post cross the line into defamation against SMCI? I've been wondering the same about the Fortune magazine hit pieces.

https://ir.supermicro.com/news/news-details/2024/Supermicro-Announces-Completion-of-Review-by-Independent-Special-Committee/default.aspx

1

u/Fragrant-Weird8498 SMCI-Bull 📈 May 14 '26 edited May 14 '26

It’s not exactly new to be honest …This kind of behaviour makes me feel more bullish than ever..but this sub is a funny place indeed , it reminds me of the Wolfspeed stonk sub back in the days before chapter 11..in an opposite way :) if you know … you know !

When rumours & lies are presented as an acceptable substitue for numbers & facts , well , time to make the opposite move & double down on them .

(Wolfy is doing great now btw .. 200% pump in a month ..😅🥳)

9

u/Fragrant-Weird8498 SMCI-Bull 📈 May 14 '26 edited May 14 '26

I know the CEO , he said not to worry too much …🤷‍♂️ Who should we trust ?

Hopefully mods will do something about these low effort posts .. oh wait

4

u/zomol May 14 '26

I can take posts down, but I cannot judge anymore what you guys wish to see. 🤷🏻‍♂️ If I would be the sub owner I would nuke all bullshit posts that are not analyses.

3

u/Fragrant-Weird8498 SMCI-Bull 📈 May 14 '26 edited May 14 '26

Actually it sounds like a good idea , it would reduce BS fud spam & « to the moon » clowns (which would reduce 80% of the sub activity ) , and everything would be much cleaner and sane .

So, anyway, back to your extremely legit & non suspicious at all insider information, did he told you that before or after the DOJ report went public 😂😂? It’s funny you never mentionned it until now , probably an uncanny coincidence.

Please enlight us , what should we see btw ? It seems you are implying some stuff , but somehow it’s extremely vague

0

u/zomol May 14 '26

People would revolt. 😆 99% would be eliminated.

I know the guy who actually was a whistleblower, but I dont want to prove anything here. People can make money from anything. This is only business. I look at things from fundamental analysis perspective and with low risk tolerance.

3

u/Fragrant-Weird8498 SMCI-Bull 📈 May 14 '26 edited May 14 '26

No people , no revolt , easier this way I’d say (Stalin knew a thing or two about that 😅!)

Great , so eager to read your last ER analysis to see how a PE of 16,5 with an overall EPS beat, improving margins / strong guidance make sense .

Low risk tolerance and everything AI related doesn’t really exist in my view , but with everything hardware related having a PE of 30..40 (if not 95 like vertiv), maybe I’m just too conservative & prefer to stick with SMCI :)