$超微电脑(SMCI)$Super Micro Computer is poised for strong growth, driven by its leadership in liquid-cooled server racks for data centers. The company’s focus on liquid cooling has fueled growth beyond industry rates over the past two years, with continued demand as data centers adopt advanced cooling solutions.In addition, AI and high-performance computing, key markets for SMCI, are rapidly expanding. By capitalizing on these trends, Super Micro Computer is well-positioned to sustain growth and profitability, securing its role as a leader in next-generation data center technologies.
$SUPER MICRO COMPUTER INC(SMCI)$ Dell was previously delisted from the Stock Market back in 2013. Not concerned with SMCI removed from NASDAQ, it doesn't mean gameover. Based off the previous month's short interest VS the current month's, we can conclude that the stock does have a more bearish sentiment in the market. With that in mind, the short ratio is only 0.81% So I'm picking up more stocks and waiting for the next earnings date, which should be somwhere around 27th Jan 2025. I've performed a DCF (Discounted Cash Flow) Analysis, based on my analysis the intrinsic value of the stock is $55.40 per share. With prices currently around the 30-35 range and me being a long investor of the stock, I personally will be b
SMCI announced that Nasdaq has accepted its compliance plan and extended its filing deadline to 25 February 2025. SMCI added that it should be able to comply with the extended deadline. SMCI's share rose more than 9% in the morning. I would suggest to take profit on any gains today. The extension given was anticipated and should have been priced into the share price. Any incremental gain in SMCI's share price should come from 1. Confirmation of non-reinstatement of financial reports (minor gain in share price). 2. Audited reports by BDO do not vary much from unaudited reports (minor gain in share prrice). 3. Future projection of revenue and gross margins (major gain/loss in share price). Ceteris paribus, for SMCI to regain its pre-PWC resignation share
$SUPER MICRO COMPUTER INC(SMCI)$ $SUPER MICRO COMPUTER INC(SMCI)$ Bullish This post is not meant to be expert advice. Content might contain mistakes. Invest at your own risk. Please follow me if you like the content. I will attempt to publish more on a variety of topics. Will generally discuss the issues surrounding SMCI. The CURRENT price accounts for the inherent risk NOW. SMCI is cheap because of some unresolved issues. Justice department investigation Not worried. It will at most end with a fine and settlement. And it will be good news. Delisting from Nasdaq? Any news attributing the drop in share price after SMCI filed it's compliance plan is inaccurate. Nasdaq should approve the plan if it displayed a pa
SMCI Review "Clears," but Is It Still a Good Shorting Opportunity?
Although a special independent committee appointed by Super Micro Computer's (SMCI) board found no misconduct, JPMorgan remains cautious. The investment firm stated it would maintain a "neutral" stance on SMCI until compliance issues are better understood. Analyst Samik Chatterjee upheld the "underweight" rating on the stock.Chatterjee noted, "Key issues investors should focus on include whether the new independent auditor, BDO, accepts the findings of the special committee or opts to conduct its own review, and whether Nasdaq supports SMCI's request for an extension to regain compliance with listing requirements. SMCI has outlined plans to file its 10-K and 10-Q reports within the compliance deadline."On Monday, SMCI stated that the independent committee found no evidence of misconduct by
$SUPER MICRO COMPUTER INC(SMCI)$ has been extremely volatile. The announcement of no-wrong doing by their internal investigators may not mean much as these were conducted by an employed director. But if the newly appointed External Auditors come up with the same assurance, SMCI will possibly rocket ip again. I see a very similar pattern to MSCR. Any good news will trigger a seismic movement. But you have to have a strong heart to play these kind of stocks. Very high risk, super high rewards.
$SUPER MICRO COMPUTER INC(SMCI)$ Yes. It it probably return to $50, however as an auditor, I will not go for long term investment in this stock as it represents that the management representation is no longer reliable (said EY). So please becareful as we don't know what has not been revealed yet.
$SUPER MICRO COMPUTER INC(SMCI)$ High risk high rewards. The accounting accusations seems to be front loading revenue. In my view, this is not as harmful as other accounting scandals such as false or non-existence revenue. Worth a punt.
$SUPER MICRO COMPUTER INC(SMCI)$ The semiconductor industry has been on a rollercoaster this year, and Super Micro Computer, Inc. (NASDAQ: SMCI) is no exception. After surging over 30% last week, SMCI has traders asking a pressing question: Can it reclaim the $50 mark in the coming days? Let’s analyze the catalysts behind this move and evaluate the likelihood of further gains. Recent Catalysts Behind the Rally Earnings Momentum: SMCI's latest quarterly results shattered analyst expectations, with revenue growing 32% YoY and earnings per share beating estimates by 15%. The company’s focus on AI-optimized server solutions has positioned it as a leader in high-performance computing, driving strong demand. AI Tailwinds: With artificial in
$SUPER MICRO COMPUTER INC(SMCI)$ I traded this before the split and knew the range between 777 and 888 but now I can't even keep up with it's range. The old toot Cramer calls it Bipolar. Hit resistance. Look for a flag. It needs to hold $40.69.
$SUPER MICRO COMPUTER INC(SMCI)$ has seen a significant surge, with its stock rising by over 30% recently due to strong demand for AI servers. The company's solid financial performance, especially the rise in sales from AI-related hardware, is driving investor optimism. However, there are some regulatory concerns, including an investigation into its business practices, which could impact the stock's stability. Despite these concerns, analysts remain largely positive, with some projecting a price target of up to $66 over the next year. Whether SMCI can return to the $50 mark this week depends on various factors, including market sentiment, AI-related growth, and any updates on the regulatory issues. Given the current
$SUPER MICRO COMPUTER INC(SMCI)$ Been pocketing weekly premiums on this stock since start of the month. The bulls seem to prove their worth during this run up. So I am on the ride till it breaks. 🐮 @madluvyz - Specialist in using TA to sell options and swing trade.
$SUPER MICRO COMPUTER INC(SMCI)$ From a low near 17, the stock has jumped to 43+ and also 30% in a day. While the concerns are seemingly behind, we still have to wait for the filings to know the condition of the company. But going by reports the revenue and profit should be meeting expectations. I would say there is more upside and 50 will be reached I due course
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI will reach 49-50 and pull back to 44-45, before rebounding further and retesting. Decide what you want to do with this, whether to hold, or to combine shorting and DCA for profit and long term accumulation. It's quite clear which one is more profitable and less risk 2️⃣
🚀 SMCI Surges 30%: Will It Return to $50 This Week?
$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer, Inc. (Nasdaq: SMCI) soared over 34% on Monday after a special committee concluded there was “no evidence of misconduct”. The announcement of a new Chief Accounting Officer and plans to hire a new CFO further boosted investor confidence, fueling the rally. A comparison chart of SMCI with competitors to highlight its recent surge Clearing Uncertainty The investigation's clean slate may signal SMCI is out of the woods, easing investor concerns over corporate governance. With leadership transitions underway, will SMCI now regain market trust? Momentum to $50? SMCI has experienced a significant rebound, but is this rise sustainable? The combination of restored confidence and leadership restructurin
I opened $SMCI 20250103 65.0 CALL$ ,SMCI: collect 1.15% premium from these covered call with strike at $65 which is 55% higher than current market rate. Contract will expire in 32 days on 3rd Jan. SMCI soared 28% on Mon 2nd Dec on news that the special independent committee finds no evidence of fraud. For this I remained doubtful. Anyway, capitalise on the surge to sell fresh covered calls on the remained uncommitted stocks holding at various interval to capture the higher premium.
SMCI stock experienced a remarkable rally yesterday, closing at $42 after a highly volatile trading session. The stock reached a daily low of $35.32 and peaked at $44.15. This movement added to its history of dramatic price swings, with its 52-week range spanning from $17.25 to $122.90. Notably, in pre-market trading today, the stock is up by about 7.7%, suggesting continued momentum following yesterday’s developments. What Triggered the Rally? The surge in SMCI’s stock price was driven by two key announcements that restored investor confidence: A special committee announced that it found no evidence of wrongdoing. This report alleviated fears of reputational damage or legal complications, which had been weighing on the stock. Leadership Changes: The company revealed the appointment of a n
The Comeback Kid ? $SUPER MICRO COMPUTER INC(SMCI)$ stock have staged a ‘remarkable recovery’ of sort since Fri, 15 Nov 2024. On Tue, 19 Nov 2024, it soared as the server maker’s plan to stay listed on the Nasdaq exchange appeared to soothe investors. In just over 2 days, it has re-gained $9.69 or +52.15% to $28.27 per share: (see below) By end Monday, it rose by +15.93% ($2.96). By end Tuesday, it rose by +31.24% ($6.73). SMCI bottomed last Thu, 14 Nov 2024 at $18.01 per share. By Fri, 15 Nov 2024, it added $0.57 to its Thursday closing price. When trading resumed this week, it climbed exponentially. According to Dow Jones Market Data, SMCI shares were on pace for their largest percentage increase since Feb. 22. Based on Tuesday performance, the
SMCI Review "Clears," but Is It Still a Good Shorting Opportunity?
Although a special independent committee appointed by Super Micro Computer's (SMCI) board found no misconduct, JPMorgan remains cautious. The investment firm stated it would maintain a "neutral" stance on SMCI until compliance issues are better understood. Analyst Samik Chatterjee upheld the "underweight" rating on the stock.Chatterjee noted, "Key issues investors should focus on include whether the new independent auditor, BDO, accepts the findings of the special committee or opts to conduct its own review, and whether Nasdaq supports SMCI's request for an extension to regain compliance with listing requirements. SMCI has outlined plans to file its 10-K and 10-Q reports within the compliance deadline."On Monday, SMCI stated that the independent committee found no evidence of misconduct by
$SUPER MICRO COMPUTER INC(SMCI)$ $SUPER MICRO COMPUTER INC(SMCI)$ Bullish This post is not meant to be expert advice. Content might contain mistakes. Invest at your own risk. Please follow me if you like the content. I will attempt to publish more on a variety of topics. Will generally discuss the issues surrounding SMCI. The CURRENT price accounts for the inherent risk NOW. SMCI is cheap because of some unresolved issues. Justice department investigation Not worried. It will at most end with a fine and settlement. And it will be good news. Delisting from Nasdaq? Any news attributing the drop in share price after SMCI filed it's compliance plan is inaccurate. Nasdaq should approve the plan if it displayed a pa
Soaring 29%! How to Ride the Surge in SMCI Using Options?
Super Micro Computer, Inc. (SMCI) surged nearly 29% after the company announced it would replace its Chief Financial Officer (CFO), David Weigand.On Monday, December 2 (ET), SMCI issued a statement saying it is actively seeking a new CFO, Chief Compliance Officer (CCO), and General Counsel. Kenneth Cheung, previously Vice President of Finance, will now serve as the company's new Chief Accounting Officer.Meanwhile, following an external review by the company’s Special Committee of the Board and outside legal counsel, no misconduct was found. Specifically, the investigation by the Independent Special Committee concluded that the resignation of Ernst & Young (EY) as SMCI's auditor, and the claims mentioned in their resignation letter, were not substantiated.On November 5, SMCI had previou
SMCI stock experienced a remarkable rally yesterday, closing at $42 after a highly volatile trading session. The stock reached a daily low of $35.32 and peaked at $44.15. This movement added to its history of dramatic price swings, with its 52-week range spanning from $17.25 to $122.90. Notably, in pre-market trading today, the stock is up by about 7.7%, suggesting continued momentum following yesterday’s developments. What Triggered the Rally? The surge in SMCI’s stock price was driven by two key announcements that restored investor confidence: A special committee announced that it found no evidence of wrongdoing. This report alleviated fears of reputational damage or legal complications, which had been weighing on the stock. Leadership Changes: The company revealed the appointment of a n
🎁What the Tigers Say | SMCI Jumps on New Auditor: Will it Return to $30?
SMCI has been making headlines with a dramatic rebound—surging 16% on Monday and climbing another 30% on Tuesday. The company’s announcement of a compliance plan and the appointment of a new auditor have sparked investor optimism.But is this the beginning of a true turnaround or just a temporary bounce?Will SMCI face delisting risks, or is now the time to hold steady?What’s your take—exit now or set your sights on a target price for SMCI?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.Click titles to read the full analysis:1. @TIGER V: SMCI: Poised for a C
$超微电脑(SMCI)$Super Micro Computer is poised for strong growth, driven by its leadership in liquid-cooled server racks for data centers. The company’s focus on liquid cooling has fueled growth beyond industry rates over the past two years, with continued demand as data centers adopt advanced cooling solutions.In addition, AI and high-performance computing, key markets for SMCI, are rapidly expanding. By capitalizing on these trends, Super Micro Computer is well-positioned to sustain growth and profitability, securing its role as a leader in next-generation data center technologies.
SMCI Flies on No Bad News, Intel Removes CEO, and Options Volume Follows Both Two of the top trending stocks were making waves in the options market Monday, in part after they were in the news. $SUPER MICRO COMPUTER INC(SMCI)$ climbed 29% intraday after news about its auditing and financial situation came out Monday. The data-center cooling tower firm said its Board of Directors formed a committee that has found no issues but recommended a new CFO. The news is positive for investors watching SMCI face possible delisting after multiple deadline misses to file its Fiscal year report for the period ending in June. $Intel(INTC)$ &
SMCI Volatility Soars: Is a Shorting Opportunity Emerging?
On November 18, Super Micro Computer (SMCI) announced that it has hired BDO, the world's fifth-largest accounting firm, as its independent auditor and submitted a compliance plan to Nasdaq to meet listing requirements. This move aligns with Nasdaq's regulatory expectations for listed companies and aims to bolster investor confidence in SMCI's future compliance.SMCI expects to file its annual report for the period ending June 30 and its quarterly report for the period ending September 30. During Nasdaq's "review of the compliance plan," the company will remain listed on the exchange.In a statement, SMCI CEO Charles Liang emphasized:"This is a critical step in updating our financial statements and demonstrates our commitment to operating with rigor and urgency."Back in August, SMCI failed to
SMCI: Poised for a Comeback Amid Nasdaq Compliance Efforts
Overview of Market Performance Super Micro Computer, Inc. (SMCI) $SUPER MICRO COMPUTER INC(SMCI)$ saw its stock soar by an impressive 15% on Monday, driven by renewed investor confidence following the company’s strategic steps to address its compliance issues with Nasdaq. The appointment of BDO USA, P.C. as its independent auditor and the submission of a detailed compliance plan signaled the company’s commitment to meeting regulatory requirements. This news catalyzed a surge in trading activity, particularly in options markets, reflecting heightened interest and speculative positioning by investors. Options Trading Heats Up Call Contracts Activity: The most actively traded calls were for a strike price of
SMCI Stock Crashing Again Today! | Nasdaq Delisting Tomorrow?
$SUPER MICRO COMPUTER INC(SMCI)$ Yesterday, the market was down for the majority of stocks in the S&P 500. However, the semiconductor sector, particularly Super Micro Computer Inc. (SMCI), has faced significant challenges recently. Clash! Clash! Clash! SMCI's stock has fallen 74% over the past six months and continues to slide, down another 11% 14 Nov 2024 in premarket trading around the $18 mark. To understand the situation, let’s review the events that have led to this consistent downturn. In August, Hindenburg Research released a report after taking a large short position on SMCI, alleging evidence of accounting irregularities, undisclosed related-party transactions, and control issues. Then, in September, the Department of Justice reported
$SUPER MICRO COMPUTER INC(SMCI)$ The semiconductor industry has been on a rollercoaster this year, and Super Micro Computer, Inc. (NASDAQ: SMCI) is no exception. After surging over 30% last week, SMCI has traders asking a pressing question: Can it reclaim the $50 mark in the coming days? Let’s analyze the catalysts behind this move and evaluate the likelihood of further gains. Recent Catalysts Behind the Rally Earnings Momentum: SMCI's latest quarterly results shattered analyst expectations, with revenue growing 32% YoY and earnings per share beating estimates by 15%. The company’s focus on AI-optimized server solutions has positioned it as a leader in high-performance computing, driving strong demand. AI Tailwinds: With artificial in
$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer (SMCI) has taken a significant step towards regaining investor confidence and compliance with Nasdaq listing requirements by appointing a new auditor, BDO USA, and submitting a detailed compliance plan. These actions have sparked a rally in SMCI's stock, indicating a shift in investor sentiment. The New Auditor: A Pivotal Step The appointment of BDO USA, a highly respected accounting firm, is a crucial move in SMCI's efforts to restore its financial reporting integrity. The resignation of Ernst & Young in October, amidst allegations of accounting irregularities and potential export control violations, had created significant uncertainty for investors. S
[Stock Prediction] How will SMCI close Wednesday 6/11 following their earnings?
Click to vote. Guess how $SUPER MICRO COMPUTER INC(SMCI)$ will close on Wednesday, November 6, following their earnings? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers.Recently, Super Micro's stock price plummeted over 40% due to the sudden departure of Ernst & Young auditors, and it continues to decline. In late August, renowned short-selling firm Hindenburg accused Super Micro of "accounting manipulation." Although the company denied these claims, stating the report was "false and inaccurate," the situation worsened when the U.S. Department of Justice launched an investigation, leading to further damage to the stock price.If Super Micro fails to submit its earnings report by mid-November, it risks being deli
Super Micro Computer, Inc. (SMCI) finds itself in turbulent waters as it faces significant uncertainty. The company’s delay in releasing its quarterly report for the period ending September 30, coupled with the resignation of its auditor, has amplified market concerns. These developments raise two critical questions for investors: Is SMCI on the path to delisting, and should shareholders exit now?[Cry] The Fallout from Delayed Reporting A delay in financial reporting often signals deeper issues within a company: Internal Review Concerns: SMCI’s decision to delay reporting indicates potential discrepancies or governance issues that demand scrutiny. Auditor Resignation: The abrupt departure of an auditing firm heightens fears of financial irregularities, further eroding investor confidence.
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI's Stellar Run: Time to Lock in Profits? Super Micro Computer (SMCI) has been on a remarkable surge in recent weeks, driven by strong AI demand and positive investor sentiment. The stock has seen significant gains, prompting investors to question whether it's time to take profits or hold on for further upside. Key Factors Driving SMCI's Rally: AI Boom: The growing adoption of AI technologies, particularly in data centers, has boosted demand for high-performance computing solutions, which Super Micro provides. Strong Earnings Reports: The company's recent earnings reports have showcased impressive growth and positive future outlook. Positive Investor Sentiment: Increased investor confi
$SUPER MICRO COMPUTER INC(SMCI)$ Is the AI Server Giant SMCI Headed for Delisting? Ernst & Young’s Resignation Raises Red Flags This article is written by Shernice, if you like my article, please hit the like button. Super Micro Computer Inc. (SMCI) is facing a major crisis after its auditor, Ernst & Young (EY), one of the Big Four accounting firms, resigned on October 24, citing “integrity concerns” regarding SMCI’s internal controls. EY, appointed in 2023, had previously warned SMCI’s audit committee in July about internal control issues, leading to this resignation. The impact of EY’s withdrawal has been devastating, with SMCI’s stock, which soared 20 times in two years, experiencing a sharp decline
$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Shares Surge After External Review Clears Company Super Micro Computer Inc., a leading provider of high-performance server and storage systems, saw its shares surge by 16% in premarket trading following positive news from an external review. A special committee of the company’s board, along with external counsel, conducted a thorough review of its business operations and found no evidence of wrongdoing. This announcement has boosted investor confidence and is a significant step toward stabilizing the company’s reputation and market position. The review’s outcome is particularly important given recent scrutiny surrounding corporate governance and financial transparency in the tech sector. By
🚀 SMCI Surges 30%: Will It Return to $50 This Week?
$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer, Inc. (Nasdaq: SMCI) soared over 34% on Monday after a special committee concluded there was “no evidence of misconduct”. The announcement of a new Chief Accounting Officer and plans to hire a new CFO further boosted investor confidence, fueling the rally. A comparison chart of SMCI with competitors to highlight its recent surge Clearing Uncertainty The investigation's clean slate may signal SMCI is out of the woods, easing investor concerns over corporate governance. With leadership transitions underway, will SMCI now regain market trust? Momentum to $50? SMCI has experienced a significant rebound, but is this rise sustainable? The combination of restored confidence and leadership restructurin