$Super Micro Computer (SMCI.US)$ According to Bloomberg VIRA...
According to Bloomberg
VIRAL THIS POST to SHORT SQUEEZE shortist and cause them 10000 times the pain they caused you.
SMCI is THIRD largest customer of NVIDIA and hinderberg and shortist are telling everyone most of their AI servers transactions are fraud ??? Can anyone with a brain tell me how is it possible in real life ?? billions of AI chips sold by NIVIDIA magically disappeared ??NVDIA is cooking its books ??
AND DELL becoming serious compeitor?
DELL does not have the same number of NVDIA gpu , how in real life can it build as much servers to compete against SMCI ??? is Bloomberg lying ??
you trust a 9 man hindenberg ooufit with your life ?
do you think a short squeeze is coming ?
10k report to rebut false accusations by hindenberg onn15 sept
tsmc chip AI sales report in mid sept
rate cut in mid sept
Hindenburg reports has so many false herrings a trained accountant can pick it up
their research is actually really fucking bad and I can not exaggerate this enough every single entry in their report is something I was able to find about 1-2 months ago from cursory google searches (this is before I was even interested in smci)
-the intercorporate transactions (ablecom and compuware), and FYI these are even reported on the consolidated statement of operations as related party transactions (something hindenburg would know if they were competent)
r CFO change as well as the SEC settlement which was 2015-2017 for reference and is essentially meaningless for the current corporate operations as it is almost a decade ago, https://www.sec.gov/files/litigation/admin/2023/34-99215.pdf
-their board is public record
-their science park in taiwan hosting large contractors is actually really standard in manufacturing processes and if anything confirms the legitimacy of the intercorporate transactions
-the 320 million lambda labs investment is also public and its really not that surprising to have a data center company investing in an AI firm
-the intercorporate transactions (ablecom and compuware), and FYI these are even reported on the consolidated statement of operations as related party transactions (something hindenburg would know if they were competent)
r CFO change as well as the SEC settlement which was 2015-2017 for reference and is essentially meaningless for the current corporate operations as it is almost a decade ago, https://www.sec.gov/files/litigation/admin/2023/34-99215.pdf
-their board is public record
-their science park in taiwan hosting large contractors is actually really standard in manufacturing processes and if anything confirms the legitimacy of the intercorporate transactions
-the 320 million lambda labs investment is also public and its really not that surprising to have a data center company investing in an AI firm
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103356508 : Don't believe a short squeeze is coming. They cover their short positions at end of the day.
102180832 OP 103356508 : Which means Hindenburg cover their short on 27 Aug ? And what the open interest short data on this app mean ?
103356508 102180832 OP : Short interest is only about 13%. Short sellers sell at 9:30am to 4pm. Just before 4pm they cover their short positions. They don't hold short positions overnight. If enough people sell, they will cover with a profit; otherwise, they lost.
102180832 OP : As of 15 Aug . Shortists are taking 1.1 days to close positions . There are definitely 7 million plus shares shorted which are not closed .
72993459 : big money can move the markets and there are a lot of sheep out there that won't look into and dissect equities like you because they just don't understand that that's why waiting on the sidelines and for opportunities like this happen once in a while all I can say is good eye and good luck you definitely have something here you are right it's all a dog and pony show in the end and about making money. super micro computer is not going anywhere they are the top dog in these opportunities when they present themselves in order to do really make your Investments work this is when you invest in a company you know will do good no matter what there is a dire need databases to perform on all cylinders infrastructure is the main key and it all starts with high performance databases and putting it all together for compute power we have so much more to go with AI it's mind-blowing and the infrastructure that has to take place the common person cannot comprehend which is basically almost 99% a lot of opportunities in the market are arising especially when the market bleeds
72993459 : super micro computer might go down a little bit more but they will definitely go up and as far as I know they are going to be doing a split they will be back up in the future and your company like super micro you have to buy a lot of components and be ready for your customers to implement what you need to do to make it very simple and that's what they have been doing so they're balance sheet looks kind of in the negative cuz they have to invest too for the present in the future so they can provide for their customers simple as that
102180832 OP : Problem is dumb analyst is using standard cash flow statement to downgrade this. They have no idea to be mobile and have ready inventory of ai chips smci need to spend and preorder from Nvidia .if end customers needs the ai server , do you think you can tell customers to waitv3 to 6 months ? These analysts know nothing about running a business and want risk free business model with 30 % cagr?