小资生活
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$Super Micro Computer (SMCI.US)$ attracted heavier options volume as the stock price slumped to the lowest since May 2023 after the developer of server solutions said it's unable to file its financial report for the quarter ended Sept. 30. That compounded concerns that the company could be delisted.
The company still hasn't hired a new auditor. Ernst & Young resigned in October, noting that it's "unwilling to be associated with...
The company still hasn't hired a new auditor. Ernst & Young resigned in October, noting that it's "unwilling to be associated with...
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小资生活
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$Super Micro Computer (SMCI.US)$ isn't deadline coming up for 10q? Delisting if not received?
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小资生活
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Ever thought of trading as a game of chess? That's the spirit behind our adorable moomoo chess sets! 😍
Just as in chess, traders have distinct styles. Some prefer slow, calculated moves; others enjoy the thrill of bold decisions. Sound like anyone you know? 🤔
To bring these concepts to life, in 2022, we launched the Platinum Moo Chess Set, where each piece from King to Pawn represents a distinct trading philosophy. T...
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小资生活
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$Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$
best friend forever, same field same price same trend
best friend forever, same field same price same trend
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小资生活
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When others are greedy, I am fearful; when others are fearful, I am greedy! SMCI's office buildings in Silicon Valley have grown from one to over a dozen, with explosive growth in employees and production capacity. Fixed assets have been steadily increasing, company performance has doubled, and the stock price has fallen to the level of January 2023. It is indeed a good time to buy. The current P/E ratio is 10 times. Although there are some timely financial issues, they will not exceed a 20% margin of error. Meanwhile, the stock price has fallen by 50%. As long as you have patience to hold, the market will eventually reflect the true value of the company's performance. A valuation of $38 is reasonable.
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小资生活
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小资生活
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$NVIDIA (NVDA.US)$ $Super Micro Computer (SMCI.US)$ is falling like nothing down there, gotta be careful. might drag us down for no reasons.
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小资生活
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$Super Micro Computer (SMCI.US)$ Earnings call live stream is coming up! Based on the recent performance of SMCI, I have made predictions for 3 scenarios:
Best-case scenario forecast
Probability: 30%
In the best-case scenario, SMCI can successfully turn the situation around by:
1. Quickly finding and cooperating with a new auditing firm, and rebuilding market confidence through improved financial transparency.
2. Strengthening governance structure to ensure the independence and compliance of management and the board, and improving internal controls.
3. Maintaining technological innovation in AI servers and liquid cooling technology, seizing current market demand, and continuing to expand market share.
As these measures rely on internal efforts, the cooperation of external audit institutions, and the stability of market demands, the likelihood is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantage in the AI and high-performance server fields may still bring the company a turnaround opportunity.
Worst-case scenario prediction
Probability: 50%
In the worst case scenario, the risks faced by SMCI are as follows:
1. Failure to effectively rectify financial and governance issues, leading to further escalation of audit issues, potentially triggering in-depth investigations by regulatory authorities and more severe financial reviews.
2. Loss of confidence from customers and investors, potentially resulting in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline may lead to financing difficulties, affecting future business expansion and technology...
Best-case scenario forecast
Probability: 30%
In the best-case scenario, SMCI can successfully turn the situation around by:
1. Quickly finding and cooperating with a new auditing firm, and rebuilding market confidence through improved financial transparency.
2. Strengthening governance structure to ensure the independence and compliance of management and the board, and improving internal controls.
3. Maintaining technological innovation in AI servers and liquid cooling technology, seizing current market demand, and continuing to expand market share.
As these measures rely on internal efforts, the cooperation of external audit institutions, and the stability of market demands, the likelihood is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantage in the AI and high-performance server fields may still bring the company a turnaround opportunity.
Worst-case scenario prediction
Probability: 50%
In the worst case scenario, the risks faced by SMCI are as follows:
1. Failure to effectively rectify financial and governance issues, leading to further escalation of audit issues, potentially triggering in-depth investigations by regulatory authorities and more severe financial reviews.
2. Loss of confidence from customers and investors, potentially resulting in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline may lead to financing difficulties, affecting future business expansion and technology...
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