TSLA
Tesla
-- 389.220 PLTR
Palantir
-- 76.340 NVDA
NVIDIA
-- 142.440 SOUN
SoundHound AI
-- 15.010 SMCI
Super Micro Computer
-- 43.930 
Others' greed makes me fearful, others' fear makes me greedy...
Others' greed makes me fearful, others' fear makes me greedy! SMCI's office building in Silicon Valley has increased from one to more than a dozen, with explosive growth in both employees and production capacity. Fixed assets have been continuously rising, company performance doubling, and stocks have dropped to the price of January 2023. It is indeed a good time to buy. Currently, the P/E ratio is 10 times. Although there are some timely financial issues, they won't exceed a 20% margin of error. And the stock price has dropped by 50%. As long as you hold on patiently, the market will eventually reflect the true value of the company's performance. A valuation of $38 is reasonable.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
咖波猫 : Congratulations to this person who inflated a P/E of 10, calculated through fraudulent accounting to get the PE.
70204629 OP 咖波猫 : Falsifying accounts would not require dozens of office buildings full of employees, as Silicon Valley engineers are paid very high salaries. Only one finance personnel would be sufficient. Even if there is falsification, it would not exceed 20%. If RuiXing Coffee's performance is truly fraudulent, it would only be over 40%, causing the stocks to drop to $1. After verification, the stocks are now over $20. Rising from $1 to over $20, this kind of bottom fishing is absolutely worthwhile!
74483586 70204629 OP : you really want to gamble on this company who has a terrible reputation???![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
咖波猫 70204629 OP : Congratulations to this person who still hasn't figured out why the short-selling institutions from a few months ago have been relentlessly pursuing without the CEO coming out to explain. Congratulations to this person who doesn't understand the high success rate of Hindenburg, a big player in Wall Street. Congratulations to this person who doesn't understand that Ernst & Young resigned from auditing the super micro computer last week. Congratulations to this person who still doesn't understand the meaning of the postponement of the submission of the 2024 financial statements by Super Micro. Congratulations to this person who doesn't understand that this stock is about to be delisted. It's a pity that you are so capable but haven't bought any other stocks. Otherwise, you would have become rich, but instead you are here buying this useless garbage waiting for a miracle. How magical.
AW : After carefully studying the ideas of the two viewpoints above, I think both sides have valid points. First of all, we can rule out the CEO deliberately creating such a situation for his own grand plan. The company must have encountered problems, and it is likely that something has been caught as leverage, trying its best to resolve it. As for whether it can be controlled above the baseline, I believe that the fact that the management has not aggressively sold stocks so far can determine they have this confidence. Otherwise, they would have shorted along with everyone else long ago. I agree with the OP's determination and also acknowledge the concerns of the top experts upstairs are indeed real. Whether they can deliver and report financials, the management understands best. The consequences we can think of, they are all aware of. Are they not afraid at all?