$SUPER MICRO COMPUTER INC(SMCI)$SMCI net sales were $5.31 billion versus $3.85 billion in the third quarter, and $2.18 billion in the same quarter of last year. It demonstrates the company's strong market demand, expansion in sales, and ability to scale operations effectively. In addition, the company, in collaboration with NVIDIA, is showcasing the latest solutions for the retail industry at the National Retail Federation.”
$MicroStrategy(MSTR)$Currently MSTR hold 471,107 BTC (as of 27th Jan) - so every 1k in BTC adds nearly 0.5B in value.. 0.5B is approximately 0.5% of the MC so we would expect this equates to 0.5% in stock price increase. So if 1k is currently around 0.9% of BTC, we would expect a 1% increase in BTC is 0.5% in stock price. That is purely based on NAV (excluding any other business MSTR may have). So that's a 1x NAV. Now we have to consider the NAV multiplier. That's what the discussion will be about. One might expect a min of 2x currently , but if we consider the future business (a BTC Bank) which MSTR have already stated will happen then the multiplier could be significantly more. So simply put at what point do we conside
$SUPER MICRO COMPUTER INC(SMCI)$Definitely done buying calls! This can get shaken out too easily. Transitioned to buying shares last week and plan to keep doing so throughout this week. Not selling my calls. Hoping most of them still print, but buying shares is a safe bet for me to ensure I’ve got a decent position in hand next year. Should be an exciting couple of weeks and still such an exciting long-term play. Coming from someone with $26k in high-quality calls, by the way. Just changed my strategy a bit.
$MicroStrategy(MSTR)$ Economic Value Added (EVA) is so accretive here, issuing debt at 0% and low interest rates and buying Bitcoin at 60% ARR creates value all day, any debt issued below 60% creates value, the question is not if, but how fast can the CEO do it
$SUPER MICRO COMPUTER INC(SMCI)$Inside the Super Nvidia H200 server from Supermicro As an investor I like to know what the End user`s really think of a company`s Products and overall service Quality. I have 0 knowledge in Tech ... So I like to listen to experts and get their opinions to guage a company ! Supermicro servers were always my favorite to service. They never looked the flashiest like Dells or Hp but they were no nonesense and built like tanks. Glad to see theyre still keeping with that mentality.
$MicroStrategy(MSTR)$Last week, Trump signed an executive order and made a statement at Davo’s to have the United States become the cryptocurrency capital of the world.Do you think by any stretch of the imagination that he would then let the largest corporate holder of bitcoin, be subject to an alternative minimum tax?Those kind of actions would be completely counter to his administration’s stated objectives.NEVER going to happen, but nice try shorty
$SUPER MICRO COMPUTER INC(SMCI)$Down 83% from ATH. All I hear from shorts are “don’t catch a falling knife… delisted soon” blah blah blah.I literally have half of my entire portfolio invested into this and SMCI, as well as 30 call options for 1/27.Dca is $27.11Up or down, if I lose, at least it’s on a stock that has good fundamentals, decent but soon to be improved and solidified financials, world leaders are top 3 customers….If the average price target in 12 months is even close to $100 per share, I will build generational wealth. I’m excited for this.
$MicroStrategy(MSTR)$Just wait and see ... Michael is buying BTC again ... in a steadily rising BTC market, his plan will work and the mstr price will follow suit ... first debt repayments are due from February 2027 ... we are talking about a little over 2 years in which BTC will still develop magnificently ...
$SUPER MICRO COMPUTER INC(SMCI)$Once the company files its 10-K and 10-Q reports, institutions are likely to jump in. Currently, they can not add positions due to the delay in filing these reports. This presents a good opportunity to accumulate shares at a low price. SMCI is one of the best systems companies in the Bay Area, profitable, with a forward P/E of approximately 10.5. In contrast, quantum stocks, despite having no earnings, are trading at extremely high levels.
$MicroStrategy(MSTR)$Want to know what FASB does for MSTR earnings two weeks from today?MSTR had 440,000 BTC at the end of Q4.The average cost of those BTC was approx. $61k.The price of BTC at midnight on Dec 31st was around $104,500kThe outstanding shares were 235,000.440,000 x 43,500 avg gain o/sh between cost and price = $13.86B$13.86B ÷ 235M shares = $59.00 p/sh of earnings.....MSTR will explode higher...