At its peak, it was worth $30

At its peak, it was worth $30 billion, more than Ford’s valuation at the time.

The announcement comes after it warned investors on its Q3 Earnings Call that its cash would only keep it afloat through Q1 2025.

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?

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