SMCI Super Micro Computer Inc

$SMCI good morning traders. Is today the day the sector makes the turn around? That day is coming soon. Remember when everyone else is scared and screaming sell thats always the time to buy. Be a contrarian and you will do well. Earnings are just around the corner and they will be very impressive. I still stand at $50 after earnings. GLTA

$SMCI one day soon SMCI will have a 100B market cap. People screaming about the AI trade collapsing just dont realize its actually in its infancy. AI is not going away it is just going through growing pains. Every country on earth will be needing AI hardware and will be replacing said hardware every 5 years. This is a once in a lifetime trade similar to when the internet came about. For years people screamed about the internet being a fad and its all a bubble but a decade later it became the most profitable industry in human history. Just buy and hold thats all you have to do.

$SMCI Charles timing on announcing the new CFO could not have been worse. Stock dropped significantly yesterday amongst a massive panic in AI funding negative risks and panic. CFO changes always spooks investors even if this was in the works for quite some time. But the guy looks to be a big improvement over the last one. Lets hope he does the talking on ER. Stock is testing the 30 SMA of $33.37 which I think should hold. This company is way undervalued compared to $DELL. that went on a 300% run. $SMCI has the growth and is still a deep value company. New CFO should give Wallstreet confidence that they are investible. https://www.businesswire.com/news/home/20261015198626/en/Supermicro-Appoints-Mark-Long-as-Chief-Financial-Officer Holding

$SMCI this is all so bs. At this price, is like what Cisco deal? Fuck you all shorts! I hope you all burn in hell!

$SMCI For those of you who are panicking, remember this went from $20 at end of March to $50 end of May.. Success isnt linear, stomaching pain is part of the game

$SMCI this is huge news long term--for those who arent leveraged and can just wait Not smartest day to annouce but still so happy david is out with his terrible guidance and dumbest stock offering ever

$SMCI new CFO - outstanding background, seasoned professional in technology, a fresh voice and no doubt extremely plugged in to how to run / operate / forecast in a publicly traded company. Baby steps.

$SMCI Affordability is a democrat hoax! We will inflate our way out of the national debt, low-IQ losers won’t understand. Bullish ASF!

$SMCI after the price action to break $45, I 100% did not think we would see these prices ever again. I only took profit on about 10% of my shares which ive held since $28 DAC. I am loading the boat and it will be that much sweeter when we break $50 by EOY

$SMCI the entire story isn’t smuggling and it’s not Liang and his wife selling it’s all about Coreweave and their bond yields crossing 15%. The neoclouds are the big customers here if they go there is a hole in the order book. That unlimited debt comment by the founder of crwv and Musk saying “yikes” spooked it all

$SMCI 67B in revenue next year. 25B market cap. Well if this isn't a bargain I don't know what is.

$SMCI CoreWeave is on shaky ground—the interest rates on its unsecured bonds have climbed to 15%, and its balance sheet is a mess; this is weighing on the entire AI sector. Super Micro, however, has enormous potential. The agreement with Cisco Systems alone is set to generate a massive amount of additional revenue.

$SMCI dude if i could choose between two companies, one has an uncharasmatic CEO but amazing numbers, the other has a charasmatic CEO but the mumbers are subpar. Well i like to see results, SMCI is consistently creating profit. Fisker had a charasmatic CEO and they went bankrupt, I prefer investing in numbers.

$SMCI ER will hopefully state we are fully self funded, and major beat like last ER. This is far worse than I could have imagined dropping. We actually make money unlike a good many AI companies. Sincerly hope we are finally able to win over WS and get on track price wise where we should be. Shorts have cooked us long enough. Time for us longs to eat.

$SMCI All G longs, hold tight turnaroubd could happen any moment. Mark Long has worked at $WDC Western Digital and $HTHIY Hitachi. This is quite literally another bear case resolves, what next do they want, margins improved, revenues surged, ICFR issues resolved, new CFO lol but the only thing that hasnt been resolved. SHORT INTEREST.

$SMCI 21.3 B market value 😁 Not adding to what i have as I'm committed now to what I have and i don't use margin but its one helluva buy.

$SMCI Gmorning fam! All i can say is although its been one helluva ride... I'm hanging on. No intention to get off! I maxed out yesterday so from this point not buying or selling. To me this stock is worth far more than this price. The inflation report. While it could impact borrowing costs isn't going to impact much. Good luck!

$SMCI Ok fam! Quite a day. I bought a lot of stock today. No fear. Only ONE reason you hire all these people. Business = on FIRE. Dilution needed? I can't say definitely its not. BUT it would be accompanied with some amazing results. FAR bigger than the last time. If it happened, and i'm saying IF, i think it would be in the mid 30's to maybe 37. So, where we are now. This is why i've targeted my big purchases for this price level. In any event, the fundamentals are amazing. The market value ridiculous. totally 100% manipulated. This is worth so much more. Gnite! 😃

$SMCI lol leave it to smci to wait to worst possible day to announce a new cfo been waiting 2 years for But so excited to have someone else on calls---now let see who this guy is lol

$SMCI $NVDA Now sky is falling due to inflation and other things, next week will be business as usual as if nothing happened, nature of stock market, not the first time!