Finding a way to track options on getquin took some time but i found a way.
Anyway, 220% in one week. Could have been 600% if I held a little longer.
Option: SMCI250221C00056000
Posts
96🔹 Revenue: $5.6B-$5.7B (Est. $5.888B) 🔴; UP +54% YoY
🔹 Non-GAAP EPS: $0.58-$0.60 (Est. $0.64) 🔴; UP +5% YoY
Q3'25 Guidance:
🔹 Revenue: $5.0B-$6.0B (Est. $6.091B) 🔴
🔹 Non-GAAP EPS: $0.46-$0.62 (Est. $0.68) 🔴
🔹 Tax Rate: ~12.7%
FY2025 Updated Guidance:
🔹 Revenue: $23.5B-$25.0B (Prior: $26B-$30B) 🔴
Financial Metrics:
🔹 Total Cash and Equivalents: ~$1.4B
🔹 Total Debt: ~$1.9B (Includes $1.7B Convertible Notes)
Strategic Updates:
🔸 CEO Charles Liang highlighted the adoption of direct-liquid cooling (DLC) technology, expected to see >30% data center adoption in the next 12 months.
🔸 Focus on AI infrastructure with NVIDIA Blackwell-based designs and advanced data center solutions.
Corporate Developments:
🔸 Announced $700M issuance of Convertible Senior Notes due 2028 and amendments to existing Convertible Notes.
🔸 Ongoing cooperation with DOJ and SEC following short-seller allegations in 2024.
🔸 Expecting to file delayed financial reports by February 25, 2025.
Management Commentary:
🔸 CEO Charles Liang: "Supermicro is positioned as the premier US-based data center infrastructure solution provider. Our AI-focused infrastructure and innovative DLC technology set the foundation for significant growth, targeting FY26 revenue of $40 billion."
10 reasons why Elon Musk or $TSLA (+10.24%) should buy $SMCI .
Super Micro market cap is about $20 Billion, and Elon and Tesla both have that kind of cash on hand
If super micro did “cook the books” Elon and Co. would be the first to find out, as he did with twitter
If Elon did buy it by himself, it would be a good excuse to take profits from the increasing price of Tesla
Tesla is a former consumer of super micro, and could benefit from the purchase
Super Micro is poised for big growth, and with a P/E ratio of about 17.5, Elon can easily make billions off of it.
Correct me if I am wrong, as I do not understand exactly what super micro makes, but if available, they could help supply Elon’s other companies like SpaceX, X(twitter)
Buying super micro could be another reason to keep the momentum going for $TSLA (+10.24%)
Simply Wall Street says that $SMCI is trading 91.8% below fair value ($442.06 per share compared to $36.45)
$SMCI could go down even further due to possible delisting from the NASDAQ
Elon Musk would be an amazing director for the company after what he has done in the past for his tech companies
NASDAQ 100: $PLTR (+4.68%) and $MSTR (+5.34%) rise $SMCI must go
The US tech stock index NASDAQ is being shaken up. MicroStrategy and Palantir, among others, have opened a new chapter in their stock market history.
- Rebalancing of the NASDAQ 100 takes place
- Palantir and MicroStrategy celebrate inclusion in the NASDAQ 100
- Price gains ahead
The NASDA100 index lists the largest 100 companies from the tech stocks index that are not NASDAQ Composite that do not come from the financial sector. In addition to market capitalization, a strong daily trading volume is also decisive for inclusion in the index. The conditions were met by two stock corporations that were among the biggest investor favorites in 2024.
MicroStrategy and Palantir make it into the index
As the NASDAQ Stock Exchange announced on Friday after the close of trading, software companies MicroStrategy and Palantir have been included in the annual index review. $MSTR (+5.34%) and $PLTR (+4.68%) new members to the renowned stock market index. The adjustments will be implemented from December 23, i.e. one day before Christmas Eve.
It had already become apparent in the last few days that both $PLTR (+4.68%) as well as $MSTR (+5.34%) would make the leap into the NASDAQ 100 index. AI profiteer $PLTR (+4.68%) had topped the list of the largest NASDAQ companies by market capitalization that are not listed in the 100 index by a wide margin. $MSTR (+5.34%) also clearly outperformed most of the companies in question in terms of market capitalization.
Further share price gains ahead?
In the year to date, Palantir shares have already risen by well over 340%, while the largest shareholder at company level, MicroStrategy, has even seen an increase of around 540%. $BTC (-0.2%) -MicroStrategy, the largest shareholder at company level, has even risen by around 540 percent.
The inclusion in the index that has now been announced could further boost the share prices of the companies, because unlike the NASDAQ Composite, there is greater visibility in the more elite NASDAQ-100 stock market segment. The redesign of the index is also forcing ETF and fund providers to update their products and to Aktienkaufto replicate the new index. A look at the history also shows that this is regularly reflected in higher share prices: between 2014 and 2023, 85 companies were included in the NASDAQ 100, and their share prices rose by an average of 17% in the 12-month period following their inclusion, writes "The Motley Fool" with a view to possible share price potential.
Other index movers and shakers
Besides $PLTR (+4.68%) and $MSTR (+5.34%) have also $AXON (+2.31%) made it into the NASDAQ 100 index. Meanwhile, the criteria for remaining in the index were no longer met by $ILMN (+0.83%) , $SMCI and $MRNA (+0.63%) .
Editorial finanzen.net
Sometimes even a blind hen finds a grain. $SMCI
Jo my stop loss has come into effect and I am out of $SMCI out.
If the situation calms down again, I may go back in.
Let's wait and see what the investigation says.
Have a nice weekend!
My last post about $SMCI there were justifiably many negative opinions.
I was probably lucky that the delisting was averted. Do you think I should continue to hold or go out with a minimal plus?
My average price is currently €29
$SMCI Why does Getquin show me a much too high profit! When I bought SMCI for €26, it shows €150. Is this still the amount before the stock split?
Does anyone know. I can't add the share to my Getquin portfolio because the profits are extremely high.
