$Super Micro Computer (SMCI.US)$ have the auditor been found…😭
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Georgehx
voted
$Super Micro Computer (SMCI.US)$ 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...
Translated
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1
Georgehx
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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Georgehx
voted
🇨🇳 Chinese Market 🇨🇳 :Just over the weekend, stimulus were released. A summary of key measures with related stocks that may benefit from it. $iShares MSCI China ETF (MCHI.US)$ $iShares China Large-Cap ETF (FXI.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $CSI 300 Index (000300.SH)$ $Hang Seng Index (800000.HK)$
🔥Re-lending and Swap Facility: The People’s Bank of China launched initiatives to support stock buybacks and provide liquidity for invest...
🔥Re-lending and Swap Facility: The People’s Bank of China launched initiatives to support stock buybacks and provide liquidity for invest...
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Georgehx
voted
Hi, mooers!
$Taiwan Semiconductor (TSM.US)$ is releasing its Q3 2024 earnings on October 17 before the bell. Unlock insights with TSM Earnings Hub>>
For the details of indicator sentiment, please tap the link and check.
Since its Q2 2024 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ have seen an increase of 11.42%.How will the market react to the upcoming results? Make your guess now!
Rewards
● An equal share of 5,000 ...
$Taiwan Semiconductor (TSM.US)$ is releasing its Q3 2024 earnings on October 17 before the bell. Unlock insights with TSM Earnings Hub>>
For the details of indicator sentiment, please tap the link and check.
Since its Q2 2024 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ have seen an increase of 11.42%.How will the market react to the upcoming results? Make your guess now!
Rewards
● An equal share of 5,000 ...
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Georgehx
commented on
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Georgehx
liked and commented on
$Moderna (MRNA.US)$ is anyone buying?
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Georgehx
liked
$Moderna (MRNA.US)$ clearly fake news for retail investor to get stop loss activated. buy the dip and sell the rip.
historically every 4 years a new worldwide virus spreads, resulting in ripping of healthcare industry
historically every 4 years a new worldwide virus spreads, resulting in ripping of healthcare industry
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Georgehx
commented on
$Moderna (MRNA.US)$
their financial health is really good so why the lost in confidence? plus constant innovation is needed for healthcare? i mean i bought the dip but just a little confused as to why we might have differing opinions
their financial health is really good so why the lost in confidence? plus constant innovation is needed for healthcare? i mean i bought the dip but just a little confused as to why we might have differing opinions
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