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SMCI disappoints in Q4, announces stock split: Good buy or goodbye?
$Super Micro Computer (SMCI.US)$ reported earnings of $6.25 a share on revenue of $5.31 billion were below analyst expectations, but the rev Show More
$Super Micro Computer (SMCI.US)$ reported earnings of $6.25 a share on revenue of $5.31 billion were below analyst expectations, but the revenue guidance for FY2025 exceeded Wall Street's estimates by billions. On August 9, SMCI opened at $501.77.

Analyst Woo Jin Ho is concerned about the long-term profitability of AI-optimized servers sold by companies like AMD, Dell, and HP. AMD's recent failure to meet profit targets may exacerbate these concerns. SMCI has also announced a 10-to-1 stock split plan effective October 1.

🎙️Discussion
1. What are your thoughts on SMCI's Q4 financial report?
2. Does this make SMCI a "Buy" in your opinion?
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