TSLA
Tesla
-- 228.450 NVDA
NVIDIA
-- 108.880 PLTR
Palantir
-- 78.690 AAPL
Apple
-- 218.695 AMD
Advanced Micro Devices
-- 96.440 
Others' greed makes me fearful, others' fear makes me greedy...
Others' greed makes me fearful, others' fear makes me greedy! SMCI's office building in Silicon Valley has increased from one to more than a dozen, with explosive growth in both employees and production capacity. Fixed assets have been continuously rising, company performance doubling, and stocks have dropped to the price of January 2023. It is indeed a good time to buy. Currently, the P/E ratio is 10 times. Although there are some timely financial issues, they won't exceed a 20% margin of error. And the stock price has dropped by 50%. As long as you hold on patiently, the market will eventually reflect the true value of the company's performance. A valuation of $38 is reasonable.
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卡波猫 : Congratulations to this person who blows P/E 10, PE calculated with false accounts
70204629 OP 卡波猫 : Falsifying accounts would not require dozens of office buildings full of employees, as Silicon Valley engineers are paid very high salaries. Only one finance personnel would be sufficient. Even if there is falsification, it would not exceed 20%. If RuiXing Coffee's performance is truly fraudulent, it would only be over 40%, causing the stocks to drop to $1. After verification, the stocks are now over $20. Rising from $1 to over $20, this kind of bottom fishing is absolutely worthwhile!
74483586 70204629 OP : you really want to gamble on this company who has a terrible reputation???![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
卡波猫 70204629 OP : Congratulations, he still hasn't figured out why the shorting agency a few months ago went after it and the CEO hasn't come out to explain it until now. Congratulations to Hindenburg, who doesn't understand Wall Street's big short, on winning percentage. Congratulations to this person, who doesn't understand the meaning of Ernst & Young's resignation as an audit of ultra-microcomputers last week. Congratulations to this person who still doesn't understand the meaning of the ultra-small delay in submitting the 2024 financial statements. Congratulations to this guy who doesn't understand that this stock is about to be taken off the shelves. It's a pity that you're so powerful and haven't bought any other stocks; otherwise, you've all made a fortune; instead, you've bought this useless trash, waiting for a miracle, which is amazing.
AW : Having carefully studied the two ideas above, how do I think they both make sense? First of all, it can be ruled out that the CEO is deliberately playing a game of chess for himself. The company must have run into a problem, and it is estimated that they are trying their best to solve it. As to whether it can be controlled above the bottom line, I don't think the management has sold stocks in a big way until now. They have this confidence. Otherwise, they would have gone short with everyone. I agree with the thread starter's judgment. I also acknowledge that the concerns of the big names upstairs are real. The management knows the consequences we can think of. huh?