$Super Micro Computer (SMCI.US)$ anybody can tell me I'm not alone

$Super Micro Computer (SMCI.US)$ I want to know who bought it when it was 1000+.

$GeoVax Labs (GOVX.US)$ wrong time buy but it is ok, as a newbie I learn from mistake for better growth!

$Signature Bank (SBNY.US)$ When will you be resurrected? 你什么时候会复活起来？？🫡🫡

$SMIC (00981.HK)$
From a PE perspective, SMIC's valuation is definitely not cheap. However, for a company in a large-scale investment catch-up period, with a large amount of equipment depreciation and R&D expenses reducing profits, it is more appropriate to use PB/PS for valuation.
In the current situation of technology blockade, SMIC is the Taiwan Semiconductor of the mainland, and for a long time, the only one. Valuing SMIC against Taiwan Semiconductor in the A-share market is understandable; and in the Hong Kong stock market dominated by domestic funds, it is also understandable to align the valuation with Taiwan Semiconductor.
Taiwan Semiconductor's reasonable valuation range over the past 10 years is approximately PS 7-13, and PB is about 4-8 times.
Semiconductors as a whole will start an upward trend in 2024, with SMIC's growth rate in 2024 likely to be around 25%, generating approximately $7.5 billion in revenue; in 2025, the growth rate may again be 25% to $10 billion, considering the intensity of SMIC's previous expansion, it may be even higher.
Based on the 2025 revenue of 10 billion US dollars, the reasonable valuation range for Taiwan Semiconductor is 70-130 billion US dollars, with a P/S ratio of 7-13 times. The reasonable valuation for A shares is in the range of 500 billion to 1 trillion RMB. In a bullish market, the basic valuation could exceed 1 trillion RMB, while the market cap of Hong Kong stocks could exceed 600 billion Hong Kong dollars.
Regarding the impact of geopolitics, the USA's technology ban sanctions have basically taken effect on Taiwan Semiconductor, with little practical impact on them; the domestic semiconductor equipment and materials sector has made great strides, from 2019 to 2020...

$SMIC (00981.HK)$ Tomorrow when the mainlanders come back from their Golden Week, this counter will 🚀.
this is the only and main Chinese Semi-Con manufacturer in China.

$SMIC (00981.HK)$ Sold yesterday, rose 20% today.