$SUPER MICRO COMPUTER INC(SMCI

Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. "Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.” after filed 10-K definitely going be a turning point.

SMCI Roller Coaster: Are Risks Mounting?

Despite hitting a record $7.22B in quarterly revenue, Supermicro faces mounting risks—nearly 60% of its revenue comes from just two clients, 73% of receivables are under pressure, and a $150M financial gap needs fixing. Goldman Sachs’ latest report highlights valuation concerns. ----------------- As a shadow stock of Nvidia, which do you think is a better "buy the dip" opportunity—SMCI or Nvidia? Is SMCI's valuation reasonable? What is your target price for SMCI?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":405259437175272,"tweetId":"405259437175272","gmtCreate":1739978857517,"gmtModify":1739978861372,"author":{"id":4118741166111582,"idStr":"4118741166111582","authorId":4118741166111582,"authorIdStr":"4118741166111582","name":"HENG8","avatar":"https://community-static.tradeup.com/news/254d7e288d5cd67341f23bbc19885d2a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[{"themeId":"700fffe62dc143f78bf42e3cae1ed768","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SMCI Roller Coaster: Are Risks Mounting?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":700fffe62dc143f78bf42e3cae1ed768}&rnconfig={\"headerBarHidden\": true}","description":"Despite hitting a record $7.22B in quarterly revenue, Supermicro faces mounting risks—nearly 60% of its revenue comes from just two clients, 73% of receivables are under pressure, and a $150M financial gap needs fixing. Goldman Sachs’ latest report highlights valuation concerns.\n-----------------\nAs a shadow stock of Nvidia, which do you think is a better \"buy the dip\" opportunity—SMCI or Nvidia? Is SMCI's valuation reasonable? What is your target price for SMCI?\n","image":"https://community-static.tradeup.com/news/2c781ca3214c5166306d03e245e4f6a0"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p>Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. \"Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.”&nbsp;after filed 10-K definitely going be a turning point.</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p>Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. \"Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.”&nbsp;after filed 10-K definitely going be a turning point.</p></body></html>","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. \"Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.” after filed 10-K definitely going be a turning point.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/405259437175272","repostId":0,"isVote":1,"tweetType":1,"viewCount":903,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":517,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/405259437175272"}