SMCI is the 1 Big Win. AI Serv

SMCI is the 1 Big Win.

AI Server Dominance:

SMCI is a leader in AI-optimized servers, partnering with NVIDIA (Blackwell GPUs) and Microsoft to meet surging demand for AI infrastructure.
FY2026 Revenue Guidance: $40 billion (70% growth from FY2025), deemed "conservative" by CEO Charles Liang.
Historic Price Surge:

5-Year Return: +1,336% (driven by generative AI boom and cloud adoption).
52-Week High: $122.90 (March 2024), though shares corrected to $56.07 by February 2025.
Market Sentiment & Catalysts:

News Highlights: Strategic AI partnerships, bullish revenue cycles, and data center sector growth (9.29% CAGR projected through 2033).
Options Activity: Elevated implied volatility and gamma spikes near key price levels amplified speculative interest.
Financial Metrics:

Valuation: P/E 27.91x, P/S 2.20x (moderate vs. AI peers).
Profitability: ROE 32.47%, ROA 11.62% (strong operational efficiency).

Which Stock Made You Feel Like You Could Retire with One Big Win?

In the world of investing, there’s always that one stock that makes you think, “If I catch this one, I’ll be financially free.” Two weeks ago, a WSB investor timed the dip in SMCI perfectly and earn £289,384.58 (about $357,000). However, dip buying can't be right everytime. Peter Lynch famously said, “Trying to catch the bottom is like trying to grab a falling knife.” Which stock made you feel like one big win could let you retire? Have you ever successfully timed the bottom—or did you end up trapped? What signals do you use to determine if a stock has truly stabilized?

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":406794961645928,"tweetId":"406794961645928","gmtCreate":1740367736827,"gmtModify":1740470443114,"author":{"id":4181903497454872,"idStr":"4181903497454872","authorId":4181903497454872,"authorIdStr":"4181903497454872","name":"GOPAY BM1WZ7T2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[{"themeId":"4a7405da53d04676b4c765ee74645160","categoryId":"7cbb30544f7e4946acd0f699136a7d66","name":"Which Stock Made You Feel Like You Could Retire with One Big Win?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4a7405da53d04676b4c765ee74645160}&rnconfig={\"headerBarHidden\": true}","description":"In the world of investing, there’s always that one stock that makes you think, “If I catch this one, I’ll be financially free.”\nTwo weeks ago, a WSB investor timed the dip in SMCI perfectly and earn £289,384.58 (about $357,000). \nHowever, dip buying can't be right everytime. Peter Lynch famously said, “Trying to catch the bottom is like trying to grab a falling knife.”\nWhich stock made you feel like one big win could let you retire?\nHave you ever successfully timed the bottom—or did you end up trapped?\nWhat signals do you use to determine if a stock has truly stabilized?","image":"https://community-static.tradeup.com/news/10e44a1fe9758a9ce5bbdb4ae27c19ca"}],"images":[],"coverImages":[],"html":"<html><head></head><body>SMCI is the 1 Big Win.\nAI Server Dominance:\nSMCI is a leader in AI-optimized servers, partnering with NVIDIA (Blackwell GPUs) and Microsoft to meet surging demand for AI infrastructure. \nFY2026 Revenue Guidance: $40 billion (70% growth from FY2025), deemed \"conservative\" by CEO Charles Liang. \nHistoric Price Surge:\n5-Year Return: +1,336% (driven by generative AI boom and cloud adoption). \n52-Week High: $122.90 (March 2024), though shares corrected to $56.07 by February 2025. \nMarket Sentiment &amp; Catalysts:\nNews Highlights: Strategic AI partnerships, bullish revenue cycles, and data center sector growth (9.29% CAGR projected through 2033). \nOptions Activity: Elevated implied volatility and gamma spikes near key price levels amplified speculative interest. \nFinancial Metrics:\nValuation: P/E 27.91x, P/S 2.20x (moderate vs. AI peers). \nProfitability: ROE 32.47%, ROA 11.62% (strong operational efficiency).</body></html>","htmlText":"<html><head></head><body>SMCI is the 1 Big Win.\nAI Server Dominance:\nSMCI is a leader in AI-optimized servers, partnering with NVIDIA (Blackwell GPUs) and Microsoft to meet surging demand for AI infrastructure. \nFY2026 Revenue Guidance: $40 billion (70% growth from FY2025), deemed \"conservative\" by CEO Charles Liang. \nHistoric Price Surge:\n5-Year Return: +1,336% (driven by generative AI boom and cloud adoption). \n52-Week High: $122.90 (March 2024), though shares corrected to $56.07 by February 2025. \nMarket Sentiment &amp; Catalysts:\nNews Highlights: Strategic AI partnerships, bullish revenue cycles, and data center sector growth (9.29% CAGR projected through 2033). \nOptions Activity: Elevated implied volatility and gamma spikes near key price levels amplified speculative interest. \nFinancial Metrics:\nValuation: P/E 27.91x, P/S 2.20x (moderate vs. AI peers). \nProfitability: ROE 32.47%, ROA 11.62% (strong operational efficiency).</body></html>","text":"SMCI is the 1 Big Win. AI Server Dominance: SMCI is a leader in AI-optimized servers, partnering with NVIDIA (Blackwell GPUs) and Microsoft to meet surging demand for AI infrastructure. FY2026 Revenue Guidance: $40 billion (70% growth from FY2025), deemed \"conservative\" by CEO Charles Liang. Historic Price Surge: 5-Year Return: +1,336% (driven by generative AI boom and cloud adoption). 52-Week High: $122.90 (March 2024), though shares corrected to $56.07 by February 2025. Market Sentiment & Catalysts: News Highlights: Strategic AI partnerships, bullish revenue cycles, and data center sector growth (9.29% CAGR projected through 2033). Options Activity: Elevated implied volatility and gamma spikes near key price levels amplified speculative interest. Financial Metrics: Valuation: P/E 27.91x, P/S 2.20x (moderate vs. AI peers). Profitability: ROE 32.47%, ROA 11.62% (strong operational efficiency).","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":8,"favoriteSize":0,"link":"https://ttm.financial/post/406794961645928","repostId":0,"isVote":1,"tweetType":1,"viewCount":896,"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":779,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/406794961645928"}