Benjamin Heng
reacted to
$Super Micro Computer (SMCI.US)$ Overeaction barely miss and no fraud detected and Nvidia still in play, will file extension and find auditor, given that 45% drop due to fraud, this should trade in range 32-35 at least. If they cook books today number should be much better. So its really a buy here. After hour is to kill the options and should close around 26 tomorrow to kill all option gamber here
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Benjamin Heng
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$Super Micro Computer (SMCI.US)$ The more it falls today, the more it can rise tomorrow.
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Benjamin Heng
liked
$Super Micro Computer (SMCI.US)$ 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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Benjamin Heng
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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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Benjamin Heng
commented on
$Super Micro Computer (SMCI.US)$ I added to my position.
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Benjamin Heng
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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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Benjamin Heng
liked
$Super Micro Computer (SMCI.US)$
If you think the company will be delisted, don't hesitate anymore, it's better to end the pain quickly, hurry up and sell the stocks! On the contrary, supporters of smci, let's all continue to cheer up! Although this tough battle has caused a lot of grievances, endure the sadness and it will soon be overcast. Believe that the sun will come out after the rain!
https://youtu.be/Ea9I6SKahnk?si=oFlT5iFKgj78vXxB
If you think the company will be delisted, don't hesitate anymore, it's better to end the pain quickly, hurry up and sell the stocks! On the contrary, supporters of smci, let's all continue to cheer up! Although this tough battle has caused a lot of grievances, endure the sadness and it will soon be overcast. Believe that the sun will come out after the rain!
https://youtu.be/Ea9I6SKahnk?si=oFlT5iFKgj78vXxB
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Benjamin Heng
liked
$Super Micro Computer (SMCI.US)$ I'm definitely buying some more it's a no-brainer if you got some extra cash
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Benjamin Heng
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$Super Micro Computer (SMCI.US)$ pole-vaulted over $Tesla (TSLA.US)$ to become the second most active stock option amid increasing demand for protective put options that could shield the holder from further downside potential.
SMCI shares gapped down 30% to the lowest level since January after the IT solutions provider that sells liquid-cooling solutions to $NVIDIA (NVDA.US)$ said its auditor, Ernst & Young, ...
SMCI shares gapped down 30% to the lowest level since January after the IT solutions provider that sells liquid-cooling solutions to $NVIDIA (NVDA.US)$ said its auditor, Ernst & Young, ...
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