$Super Micro Computer (SMCI.US)$  2024 >2023 but why red?

103365182 : EPS is terrible

28282828 : Its always forward pricing

Money Thrill : Retailers are selling, big investors are buying little by little . Q. Revenue was 2 Billion up but earnings are below  estimates or expectations?  Try to not understand this?

MomentumPython1337 28282828 : no? they actually raised estimates for FY25 revenues above consensus, 28 bil vs 23.6 bil. 20% upward revision.

it's the overreaction to drop in gross margin and net income/fcf, people can't accept the fact that a company like smci with a vision for 2025/2026 needs to invest aggressively now to reap the returns later. it's the same bullshit with why googl got sold off after earnings when they said they have to invest more in capex NOW to reap the returns LATER

Win3368 OP MomentumPython1337 : Agreed

Win3368 OP Money Thrill : Thought those who jumped into the rocket over the night realized that’s not a rocket but boat.. so everyone took the profit and get down.

MomentumPython1337 Win3368 OP : those with leverage will die and they need to be killed. the margin traders, the option speculators , the get rich quick scheme..the market needs to slaughter all of them first and then the gradual rise can happen. and I mean over 1-3 years. in 5 years i will not be surprised if smci is a 10x market cap from what it is now.

Money Thrill 103365182 : Not a problem after so much new investments for coming the greatest? Very normal.

Money Thrill MomentumPython1337 : Completely agree   the margin traders, the option speculators , the get rich quick ... that should be banned precisely because it does not benefit the economy !