SMCI $60 EASY THEN MUCH MORE.. READ THE IDEA. pls....
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SMCI IS THE ONE I AM BETTING WILL POP THE MOST. The delays in filling are nothing more than growing pains. Read this report entirely, so that you get the idea. MSCI fundamentals are as strong as ever.
The rest is secondary, it is sales and revenue all that matters, the delays have been explained. The endorsement is NVDA, the super star of companies. The Hindenburg Report ruffled feathers, the feathers of limelight seekers at the SEC, the 3 minutes of fame. A nothing burger in the end. Meanwhile, what a gift. Finally a lotto ticket with great odds.
SMCI Super Micro - regulatory filing this and that, what maters is how good their products are and how much they have sold. The answers to these to premises, is a lot. And a lot means return on investment. The delay filling is likely the product of extreme difficulty in reporting compliance. Did you know this same issue is facing thousands of companies around the world. It seems that the global IQ has declined, hehe, no no for real, and number crunchers need to be extremely analytical, the things is that analyticals make much more in other professions, and what is left is deficient.
I know full well that SMCI will file what it needs to file, but I also know their products are second to none, and that means caching for the shares.
The background and preamble:
Super Micro Computer, Inc. (SMCI) is delaying its filing of the annual 10-K report due to several issues:
Internal Control Assessment: SMCI has stated that additional time is needed for management to complete its assessment of the design and operating effectiveness of its internal controls over financial reporting as of June 30, 2024
Accounting and Financial Reporting Concerns: A report by Hindenburg Research alleged accounting manipulation, including premature revenue recognition and undisclosed related-party transactions. These allegations have raised concerns about the company's financial practices and contributed to the delay
Regulatory and Legal Scrutiny: The delay has attracted regulatory attention, including a non-compliance notice from Nasdaq, which requires SMCI to file the report or submit a compliance plan within 60 days from the notice date. Additionally, there is an ongoing investigation by the U.S. Department of Justice into the company
These factors have collectively contributed to SMCI's decision to delay filing its annual report.
Key Dates
Original due date: August 29, 2024
Non-compliance notice date: September 17, 2024
60-day deadline: Approximately November 16, 2024 (60 days from the notice date)
Maximum potential extension: Approximately February 25, 2025 (180 days from the original due date).
SMCI
Potential Accounting Issues
The delay comes amid allegations of accounting irregularities:
On August 27, 2024, short-seller Hindenburg Research published a report accusing SMCI of "glaring accounting red flags" and engaging in a "fraudulent revenue recognition scheme"
Hindenburg claimed SMCI was prematurely recording revenue for equipment that could not be delivered or installed, and booking revenue for faulty or incomplete products
I beleive that SMCI is growing so fast, and that massive growth ia generating issues in the process, issues that many companies face, however, in the case of SMCI considering Hindenburgs Opportunistic take on markets, saw SMCI and NVDA at a fractal pivot point and the took advantage, however, as SMCI is an illiquid stock, especially before the split, they had to put another bullet to tranquilize the herd and now cause it to come back and buy all the shares bach much faster giving them no change to adjust. Like what just happened to tesla for example.
All these accusations lead to ..... Regulatory Scrutiny.
Regulatory Scrutiny
The filing delay has attracted regulatory attention:
SMCI received a notification from Nasdaq on September 17, 2024 stating that the company is not in compliance with Nasdaq listing rule 5250(c)(1), which requires timely filing of periodic reports with the SEC
On September 26, 2024, it was reported that the U.S. Department of Justice had initiated an investigation into the company
So here is where we are.... SMCI is the working partner for NVDA and Charles Liang seems like a smart man. The SMCI servers sell super well.
I beleved SMCI is a super clean entity, and that they will comply with fillings, but what is much more relevant to me is cash made, and cash made with SMCI seems huge.
The rest is secondary, it is sales and revenue all that matters, the delays have been explained. The endorsement is NVDA, the super star of companies. The Hindenburg Report ruffled feathers, the feathers of limelight seekers at the SEC, the 3 minutes of fame. A nothing burger in the end. Meanwhile, what a gift. Finally a lotto ticket with great odds.
SMCI Super Micro - regulatory filing this and that, what maters is how good their products are and how much they have sold. The answers to these to premises, is a lot. And a lot means return on investment. The delay filling is likely the product of extreme difficulty in reporting compliance. Did you know this same issue is facing thousands of companies around the world. It seems that the global IQ has declined, hehe, no no for real, and number crunchers need to be extremely analytical, the things is that analyticals make much more in other professions, and what is left is deficient.
I know full well that SMCI will file what it needs to file, but I also know their products are second to none, and that means caching for the shares.
The background and preamble:
Super Micro Computer, Inc. (SMCI) is delaying its filing of the annual 10-K report due to several issues:
Internal Control Assessment: SMCI has stated that additional time is needed for management to complete its assessment of the design and operating effectiveness of its internal controls over financial reporting as of June 30, 2024
Accounting and Financial Reporting Concerns: A report by Hindenburg Research alleged accounting manipulation, including premature revenue recognition and undisclosed related-party transactions. These allegations have raised concerns about the company's financial practices and contributed to the delay
Regulatory and Legal Scrutiny: The delay has attracted regulatory attention, including a non-compliance notice from Nasdaq, which requires SMCI to file the report or submit a compliance plan within 60 days from the notice date. Additionally, there is an ongoing investigation by the U.S. Department of Justice into the company
These factors have collectively contributed to SMCI's decision to delay filing its annual report.
Key Dates
Original due date: August 29, 2024
Non-compliance notice date: September 17, 2024
60-day deadline: Approximately November 16, 2024 (60 days from the notice date)
Maximum potential extension: Approximately February 25, 2025 (180 days from the original due date).
SMCI
Potential Accounting Issues
The delay comes amid allegations of accounting irregularities:
On August 27, 2024, short-seller Hindenburg Research published a report accusing SMCI of "glaring accounting red flags" and engaging in a "fraudulent revenue recognition scheme"
Hindenburg claimed SMCI was prematurely recording revenue for equipment that could not be delivered or installed, and booking revenue for faulty or incomplete products
I beleive that SMCI is growing so fast, and that massive growth ia generating issues in the process, issues that many companies face, however, in the case of SMCI considering Hindenburgs Opportunistic take on markets, saw SMCI and NVDA at a fractal pivot point and the took advantage, however, as SMCI is an illiquid stock, especially before the split, they had to put another bullet to tranquilize the herd and now cause it to come back and buy all the shares bach much faster giving them no change to adjust. Like what just happened to tesla for example.
All these accusations lead to ..... Regulatory Scrutiny.
Regulatory Scrutiny
The filing delay has attracted regulatory attention:
SMCI received a notification from Nasdaq on September 17, 2024 stating that the company is not in compliance with Nasdaq listing rule 5250(c)(1), which requires timely filing of periodic reports with the SEC
On September 26, 2024, it was reported that the U.S. Department of Justice had initiated an investigation into the company
So here is where we are.... SMCI is the working partner for NVDA and Charles Liang seems like a smart man. The SMCI servers sell super well.
I beleved SMCI is a super clean entity, and that they will comply with fillings, but what is much more relevant to me is cash made, and cash made with SMCI seems huge.
Ghi chú
SMCI will squeeze much harder than Tesla - many many shorts, the tally is 47% but I am not sure with precision, the word was 47.63%, I know it is an elevated number, and I also know the reporting compliance delay is just that, complicated because of multiple units, and massive expansion. Growing pains. SMCI does deliver awesome servers, the rest is noise.Giao dịch đang hoạt động
i offer you a gift..... linkedin.com/pulse/super-micro-computer-smci-current-stock-price-46-after-s-sc-n-fcdue/?trackingId=TmKUZyRgQPWiig2wrd4QCg==
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OHH BOY CHEDC THIS VIDEO OF SMCI
linkedin.com/feed/update/urn:li:activity:7255617920486039553/?origin=SHARED_BY_YOUR_PAGES
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SMCI IS GOING TO GO BUNKERS AND I KNOW THE DATE, SO NOW WE ACCUMULATE Đóng lệnh: đạt mục tiêu
Temporary pivot reached I think - The take has lost its mojo for now- I exited my position. you fel free to ride more, but do observe risk management.... Money is not money unless it is in the bank Đóng lệnh: dừng lỗ
I am now switching horses, to Adobe, that in my humblest opinion will do fantasting at earnings, we will have more confirmation from MSFT tomorrow and others. They will provide the vertical measurements to make our calculations. If MSFT has many more installations, then ADBE has many more subscribers as a percentage. MSF should post super upbeat earnings results.Giao dịch được đóng thủ công
I am so glad that I did post this trade close 20 hours ago..... I was nervous I would have left it there . We reached a pivot, today we have to observe is it moves back up.... WARNING TO THE SHORTS. THERE ARE N shorts inside SMCI - I think they will blow past estimates, and I also thing, that SMCI cheating on finances is not the case, more like an assembler protecting his sources. what should they spill the beans for competition to copy their supply structure. ? mm. why would you fall for ie, would you ? I would be as tough as nails with my soruecs as possible. Never mind that, ask any buyer of super systems which one they like most. SMCI i beleive to be the answer, and so does the guy that lent then 3 Billion at zero interest Ghi chú
you know what, I did sell it all yesterday. I am going to buy some back this morning, I contend this is a lotto ticket with great odds, and maybe we get a flush out of shorts.
BUY SOME. GO IN GRADUALLY, NOT ALL AT ONCE - I BET WE HAVE A SPIKE AFTER MSFT
OK OK, SOOO, CONJECTURE: AMD DID POORLY, BY ASSOC MSFT WILL DO POORLY, BY ASSOC. SMCI WILL DOO POORLY, ANSWER: NO, UNRELATED, AMD HAD BEEN MAKING MOST OF THE MONEY NOT IN PROCESSORS BUT IN SWITCHES FOR INTEGRATED PROCESSORS, NOW, AMD IS NOT UNIQUE, IN THAT SPACE THERE ARE NEW TECHS SUCH AS FIBER (LIGHT) SWITCHES SUPER FAST MADE BY ANOTHER ???? SO AMD REFLECTS ITSELF AND NOT THE SEGMENT. MSFT WILL BLOW UP THIS QUARTER AND THE ANNOUNCEMENT IS TODAY.
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BACK IN SMALL -- STILL LOTTO TICKET WITH GREAT ODDS. LET THE SHORTS CASH IN THE ODTE THIS MORNING AND I WILL PUMP BACK UP AGAIN I THINK Giao dịch đang hoạt động
back in and this is why:Step 1: Gather Historical and Projected Financial Data
Last Quarter's Revenue: $14.942854 billion
Last Quarter's Net Income: $1.270878 billion (or 8.50% net margin)
Projected Revenue Increase: 100% increase from last quarter
Projected Net Margin: 9%
Step 2: Calculate This Quarter's Revenue
This Quarter's Revenue:
This Quarter s Revenue
=
$
14
,
942
,
854
,
000
×
2
=
$
29
,
885
,
708
,
000
This Quarter s Revenue=$14,942,854,000×2=$29,885,708,000
or approximately $29.886 billion.
Step 3: Calculate This Quarter's Net Income
Using the projected net margin of 9%:
Net Income
=
$
29
,
885
,
708
,
000
×
0.09
=
$
2
,
689
,
663
,
720
Net Income=$29,885,708,000×0.09=$2,689,663,720
Step 4: Calculate Earnings Per Share (EPS)
Using the post-split number of outstanding shares (approximately 602.4 million):
EPS
=
$
2
,
689
,
663
,
720
602
,
400
,
000
≈
$
4.47
EPS=
602,400,000
$2,689,663,720
≈$4.47
Step 5: Calculate Share Price Using P/E Ratio
Using a P/E ratio of 25:
Share Price =$ 4.47 ×25≈. $ 111.75
Share Price=$4.47×25≈. $111.75
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yes yes, it is a lotto ticket. see my comments yesterday I did close this trade, but this morning i reopened it, I don't by the hindenburg report i think is is super self serving and I also understand SMCI is more of an assembler, and I also undertand DELL and HP would love to get their mitts in SMCI's business, this is how it goes with small firms inching in important spaces - don't forget the Tesla experience. I go super small on smci but also I consider that NVDA is a partner and that to me is a massive endorsement. as long as smci continues to sell their products the rest is just opportunity FUD to me this is my opinion..Giao dịch đang hoạt động
Look at the time the news about E&Y crossed the wire, before 9.30 am when the market opens. low volume ! as if it was done on purpose. Shorts are in en mass - it smells like a bear raid to me .... 
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