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70204629 Private ID: 70204629
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    70204629 commented on
    6
    70204629 commented on
    $Super Micro Computer (SMCI.US)$
    Maybe they deliberately did the accounting stun to lower price as they know they can present the audited docs in time in mid nov so they can buy back shares cheap? Possibility?
    4
    Falsifying accounts does not require dozens of office buildings full of employees, Silicon Valley engineers have very high salaries. Only one finance personnel is enough. Even if there is falsification, it will not exceed 20%. Raystar Coffee's performance is truly falsified, only a small part. Stocks fell to less than $1. After verification, the stocks are now over $20. Going from $1 to over $20, this kind of bottom fishing is definitely worth it!
    Translated
    70204629 commented on
    Others' greed makes me fearful, others' fear makes me greedy! SMCI's office building in Silicon Valley has increased from one to more than a dozen, with explosive growth in both employees and production capacity. Fixed assets have been continuously rising, company performance doubling, and stocks have dropped to the price of January 2023. It is indeed a good time to buy. Currently, the P/E ratio is 10 times. Although there are some timely financial issues, they won't exceed a 20% margin of error. And the stock price has dropped by 50%. As long as you hold on patiently, the market will eventually reflect the true value of the company's performance. A valuation of $38 is reasonable.
    Translated
    5
    1
    Others are greedy when I am fearful, and I am greedy when others are fearful! SMCI's office building in Silicon Valley has grown from one building to more than a dozen, with explosive growth in employees and production capacity. The SMCI office buildings added on both sides of Highway 880 in Silicon Valley have attracted a lot of attention. Fixed assets have been continuously increasing, company performance has doubled, and the stock price has dropped to the level of December 2022. It is indeed a good time to buy. The current P/E ratio is 10 times. Even if there are some financial inaccuracies, they would not exceed a 20% error. And the stock price has dropped 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.
    Translated
    1
    Others are greedy when I am fearful, and I am greedy when others are fearful! SMCI's office building in Silicon Valley has grown from one building to more than a dozen, with explosive growth in employees and production capacity. The SMCI office buildings added on both sides of Highway 880 in Silicon Valley have attracted a lot of attention. Fixed assets have been continuously increasing, company performance has doubled, and the stock price has dropped to the level of December 2022. It is indeed a good time to buy. The current P/E ratio is 10 times. Even if there are some financial inaccuracies, they would not exceed a 20% error. And the stock price has dropped 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.
    Translated
    Others' greed makes me fearful, and others' fear makes me greedy! SMCI's office building in Silicon Valley has expanded from one building to more than a dozen, with explosive growth in employees and production capacity. The SMCI office buildings added on both sides of Highway 880 in Silicon Valley are the talk of the town. Fixed assets have been consistently increasing, company performance has doubled, and the stock price has dropped to the level of December 2022. It is indeed a good time to buy. The current P/E ratio is 10 times. Even if there are some financial errors, they will not exceed a 20% margin of error. And the stock price has already dropped 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.
    Translated
    Others are greedy when I am fearful, and I am greedy when others are fearful! SMCI's office buildings in Silicon Valley have grown from one to more than a dozen, with explosive growth in employees and production capacity. The SMCI office buildings added on both sides of Highway 880 in Silicon Valley are a sight to behold. Fixed assets have been steadily increasing, company performance has grown exponentially, and the stock price has fallen to the level of December 2022. It is indeed a good time to buy. The current P/E ratio is 10 times. Even with some financial errors, it will not exceed a 20% margin of error. And the stock price has dropped by 50%. As long as you have patience and hold on, the market will eventually reflect the true value of the company's performance. An estimated value of $38 is reasonable.
    Translated
    Others are greedy when I am fearful, and I am greedy when others are fearful! SMCI's office buildings in Silicon Valley have grown from one to more than a dozen, with explosive growth in employees and production capacity. The SMCI office buildings added on both sides of Highway 880 in Silicon Valley are a sight to behold. Fixed assets have been steadily increasing, company performance has grown exponentially, and the stock price has fallen to the level of December 2022. It is indeed a good time to buy. The current P/E ratio is 10 times. Even with some financial errors, it will not exceed a 20% margin of error. And the stock price has dropped by 50%. As long as you have patience and hold on, the market will eventually reflect the true value of the company's performance. An estimated value of $38 is reasonable.
    Translated
    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.
    Translated