Jackson Kang
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Hi mooers!
$Alibaba (BABA.US)$ is releasing its Q2 FY2025 earnings on November 15 before the bell. Unlock insights with BABA Earnings Hub>>
Amid Trump victory, Chinese stocks and ETFs are sliding, as higher tariffs are anticipated. $Alibaba (BABA.US)$'s share price has been dropping ever since its peak of $308 per share in 2020. In the wake of recent Double 11 Shopping Festival competition in China, what outlook will Alibaba's man...
$Alibaba (BABA.US)$ is releasing its Q2 FY2025 earnings on November 15 before the bell. Unlock insights with BABA Earnings Hub>>
Amid Trump victory, Chinese stocks and ETFs are sliding, as higher tariffs are anticipated. $Alibaba (BABA.US)$'s share price has been dropping ever since its peak of $308 per share in 2020. In the wake of recent Double 11 Shopping Festival competition in China, what outlook will Alibaba's man...
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Jackson Kang
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I started with moomoo and officially started investing a year ago. This week, I went from 0.5 million initial capital to 7 million. The moomoo community has many talented people, but the official notification a few days ago told me that I am already an important community user among the Australian Chinese. I have been following closely before, you can see my previous historical messages, always focusing on a few opportunities in the US stock market. $Tesla (TSLA.US)$ In a year, I spend several hours every day watching the stock market, diligence leads to wealth. I have no intention of stopping investing, investing is a long-term subject, and I will continue to express my opinions in the community. (Not investment advice, just casual communication. Adults should take responsibility for their own actions ☕️)
In a year, I spend several hours every day watching the stock market, diligence leads to wealth. I have no intention of stopping investing, investing is a long-term subject, and I will continue to express my opinions in the community. (Not investment advice, just casual communication. Adults should take responsibility for their own actions ☕️)
In a year, I spend several hours every day watching the stock market, diligence leads to wealth. I have no intention of stopping investing, investing is a long-term subject, and I will continue to express my opinions in the community. (Not investment advice, just casual communication. Adults should take responsibility for their own actions ☕️)
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Jackson Kang
voted
$Super Micro Computer (SMCI.US)$ how will the stock react tomorrow when stock seller restriction is lifted ?!?
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Jackson Kang
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$Super Micro Computer (SMCI.US)$ finally discarded this shit at a loss of 70% of my investment 😔 i had lost my orace of my mind and my appetite …. pray this ceo gets punished for all his crimes
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Jackson Kang
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$Super Micro Computer (SMCI.US)$ Earnings call live broadcast is coming soon! Based on the recent market 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 through the following actions:
1. Quickly find and cooperate with a new audit firm, and rebuild market confidence through improved financial transparency.
2. Strengthen governance structure to ensure the independence and compliance of the management team and the board of directors, and improve internal controls.
3. Maintain technological innovation in AI servers and liquid cooling technology, seize current market demands, and continue to expand market share.
As these measures depend on the company's internal efforts, cooperation from external audit firms, and the stability of market demand, the probability is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantages in the fields of AI and high-performance servers may still provide the company with 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, which may trigger in-depth investigations by regulatory institutions and more severe financial scrutiny.
2. Loss of customer and investor confidence, which may result in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline has led 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 through the following actions:
1. Quickly find and cooperate with a new audit firm, and rebuild market confidence through improved financial transparency.
2. Strengthen governance structure to ensure the independence and compliance of the management team and the board of directors, and improve internal controls.
3. Maintain technological innovation in AI servers and liquid cooling technology, seize current market demands, and continue to expand market share.
As these measures depend on the company's internal efforts, cooperation from external audit firms, and the stability of market demand, the probability is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantages in the fields of AI and high-performance servers may still provide the company with 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, which may trigger in-depth investigations by regulatory institutions and more severe financial scrutiny.
2. Loss of customer and investor confidence, which may result in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline has led to financing difficulties, affecting future business expansion and technology...
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Jackson Kang
Set a live reminder
$Super Micro Computer (SMCI.US)$Super Micro Computer Q1 FY2025 earnings conference call is scheduled for November 5 at 5:00 PM ET /November 6 at 6:00 AM SGT /November 6 9:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from SMCI's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for inf...
Beat or Miss?
What do you expect from SMCI's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for inf...
SMCI Q1 FY2025 earnings conference call
Nov 5 16:00
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Jackson Kang
voted
Hi mooers!
$Super Micro Computer (SMCI.US)$ is releasing its Q1 FY2025 earnings on November 5 after the bell. Unlock insights with SMCI Earnings Hub>>
On October 30, SMCI's audit firm EY resigned during their review, citing concerns about the company's governance and transparency. $Super Micro Computer (SMCI.US)$ 's share price dropped over 30% on that day. Do you expect any comment from SMCI's management? Subscribe to @Moo Live a...
$Super Micro Computer (SMCI.US)$ is releasing its Q1 FY2025 earnings on November 5 after the bell. Unlock insights with SMCI Earnings Hub>>
On October 30, SMCI's audit firm EY resigned during their review, citing concerns about the company's governance and transparency. $Super Micro Computer (SMCI.US)$ 's share price dropped over 30% on that day. Do you expect any comment from SMCI's management? Subscribe to @Moo Live a...
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Jackson Kang
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Is it just me or do you feel motivated when you get notified of your portfolio growing.
Until now I still feel happy to receive a daily reminder that my Cash Plus grew. Even if its just a little 🤏dollar and cents.
I recalled i started out simply wanting my money to work harder then lazing at the bank 🏦
@Moomoo AUAdded your favourite photo
$Fullerton SGD Cash Fund (SG9999005961.MF)$
$Fullerton Fund - Fullerton SGD Liquidity Fund (SGXZ40088619.MF)$
Until now I still feel happy to receive a daily reminder that my Cash Plus grew. Even if its just a little 🤏dollar and cents.
I recalled i started out simply wanting my money to work harder then lazing at the bank 🏦
@Moomoo AUAdded your favourite photo
$Fullerton SGD Cash Fund (SG9999005961.MF)$
$Fullerton Fund - Fullerton SGD Liquidity Fund (SGXZ40088619.MF)$