NVDA
NVIDIA
-- 120.150 TSLA
Tesla
-- 281.950 PLTR
Palantir
-- 84.770 SMCI
Super Micro Computer
-- 42.950 AMD
Advanced Micro Devices
-- 99.510 
After all bad News some headlines earnings from Zacks Investment Research
$Super Micro Computer (SMCI.US)$ SMCI is scheduled to report first-quarter fiscal 2025 results on Nov. 5. For the fiscal first quarter, the company expects revenues between $6 billion and $7 billion. The Zacks Consensus Estimate is pegged at $6.52 billion, indicating growth of 207.5% from the year-ago quarter’s reported .
Super Micro Computer expects non-GAAP earnings per share between 67 cents and 83 cents. The Zacks Consensus Estimate for earnings is pegged at 75 cents per share, suggesting a rise of 120.6% from the year-ago reported figure. The figure has been unchanged over the past 60 days.
Super Micro Computer expects non-GAAP earnings per share between 67 cents and 83 cents. The Zacks Consensus Estimate for earnings is pegged at 75 cents per share, suggesting a rise of 120.6% from the year-ago reported figure. The figure has been unchanged over the past 60 days.
Now, let us look at the value Super Micro Computer offers to its investors at current levels. Currently, SMCI is trading at a discount with a forward 12-month price-to-earnings (P/E) of 8.07X compared with the industry’s 13.11X.
Conclusion: Buy SMCI Stock Now.
Given the strong fundamentals, low valuation multiple and promising long-term growth prospects in the AI infrastructure market, it would be wise for investors to buy the shares of Super Micro Computer. The company is well-positioned to continue delivering robust growth, particularly as the demand for AI remains strong.![]()
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Given the strong fundamentals, low valuation multiple and promising long-term growth prospects in the AI infrastructure market, it would be wise for investors to buy the shares of Super Micro Computer. The company is well-positioned to continue delivering robust growth, particularly as the demand for AI remains strong.
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72993459 : yes the fundamentals have not changed but investors are spooked until more clarification comes out then this will definitely blast off like a rocket going to Mars
Money Thrill OP 72993459 : I think the same. I have read all the reports carefully. Ernst's 8K form and their letter to the SEC and they agree on most points . .. Paragraph 1 until 8 agree. And then on some points They say " ... we are not agree or disaggree ... " . So they have NOT ALL ALL AN OPINION! Not bad or good news only cautious. Some PRUDENCE because of all bad medianews. Everything is greatly exaggerated. ... ???
Money Thrill OP : So I doubled my position on Friday, buyed at 27,5. The worst thing for the most investors is to not have enough TIME. Time is very CRUCIAL if somebody must build up a portfolio. You cannot say that supermicro is not at all expensive now? Revenue good, cash flow good. Good connections with $NVIDIA (NVDA.US)$ Ect![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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And never believe and trust in analysts ... they're always lagging behind
72993459 : hopefully they can come through
Kevin Matte : yeah i think people are OVERREACTING ! I bought SMCX this friday and its now 32% of my portfolio ^^
Endless跌 : What if everything is fake?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Money Thrill OP Kevin Matte : Also my greatest position in shares but in money Nivdia, then TSMC, Vertiv, Arm H., CADENCE, CrowdStrike, Micron, Asml (buyed at 500 €), Novo Nordisk, Qualcomm, Adobe, Alphabet, Broadcom , Apple, Lam and first small position in Alibaba + lot of etf's and funds SPY, etf World, VanEck semiconductor, Nasdaq-100, Berkshire Hathaway, Big Data & AI Deutsche bank, etf Robotics (future-oriented) [10 %] + Asset Management [30 %] Treasury 50 % Shares always better than bonds for inflation.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
An share to follow from Belgium is $argenx SE (ARGX.US)$ ... price now high , shall give analysis next week! The first time now profits. New drug for steatohepatitis (NASH) (Fatty liver that is the cause of liver cirrhosis) Super good for liver diseases. I suppose that this drug can become the next booster beside Ozempic from Novo Nordisk ?
Kevin Matte : didn't know about ARGX, but how its PE ratio fall to minus 700 ?
Money Thrill OP : Not a problem. That's now a false Indicator... you you can't trust or use this. There was a loss before so the P/E is negative. Now you must lean on Peg ratio , cash (before nothing, now cash), return and future-oriented selling. I shall open this share on moomoo to give more information tomorrow. Good evening from Europe
72993459 Endless跌 : Justin cautious and overreacting
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