$Super Micro Computer (SMCI.US)$ Bring on a deep V.
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Hi mooers!
$Walmart (WMT.US)$ is releasing its Q3 FY2025 earnings on November 19 before the bell. Unlock insights with WMT Earnings Hub>>
As of 14 November, share price of $Walmart (WMT.US)$ has risen +62.31% this year. Analysts estimate that the company's revenue and EPS would improve greatly for Q3. In the meantime, with holiday season coming, what revenue outlook would the management provide? Subscribe to @Moo Live and book the ...
$Walmart (WMT.US)$ is releasing its Q3 FY2025 earnings on November 19 before the bell. Unlock insights with WMT Earnings Hub>>
As of 14 November, share price of $Walmart (WMT.US)$ has risen +62.31% this year. Analysts estimate that the company's revenue and EPS would improve greatly for Q3. In the meantime, with holiday season coming, what revenue outlook would the management provide? Subscribe to @Moo Live and book the ...
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Hi mooers!
$Occidental Petroleum (OXY.US)$ is releasing its Q3 earnings on November 13 after the bell. Unlock insights with OXY Earnings Hub>>
Over the last 2 years, OXY has beaten EPS estimates 50% of the time and has beaten revenue estimates 38% of the time. Amid recent oil price fluctuations, how would $Occidental Petroleum (OXY.US)$ perform? What guidance will the management provide? Subscribe to @Moo Live and book the confe...
$Occidental Petroleum (OXY.US)$ is releasing its Q3 earnings on November 13 after the bell. Unlock insights with OXY Earnings Hub>>
Over the last 2 years, OXY has beaten EPS estimates 50% of the time and has beaten revenue estimates 38% of the time. Amid recent oil price fluctuations, how would $Occidental Petroleum (OXY.US)$ perform? What guidance will the management provide? Subscribe to @Moo Live and book the confe...
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$Trump Media & Technology (DJT.US)$ Not watching Lao Gao's videos in vain.
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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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$Super Micro Computer (SMCI.US)$ Will Trump's inauguration have any impact on this stocks?
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$Super Micro Computer (SMCI.US)$ Heaven is about to place a great responsibility on a great person. Before that, it will torment his mind, exhaust his body.
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$Super Micro Computer (SMCI.US)$ We need Lao Huang to come out and rescue us.
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$Trump Media & Technology (DJT.US)$ It can be sold for 60.
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$Trump Media & Technology (DJT.US)$ Hope that the commentary is as insightful as Old Gao's, predicting that Trump will win.
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