Action (SMCI) Super Micro Computer Forum Analyses

Aktien Stammtisch

@Aktien_Stammtisch

1J·

Zusammenfassung $NVDA (+0,06 %) Earnings Call, 20.11.:

- NVIDIA CFO SAYS COMPANY SHIPPED 13,000 BLACKWELL SAMPLES TO CUSTOMERS IN FISCAL THIRD QUARTER - CONF CALL $NVDA

- NVIDIA CFO SAYS BLACKWELL DEMAND IS STAGGERING

- Nvidia $NVDA just said Blackwell is in "Full Production"

- NVDA'S CLOUD RELIANCE GROWS: Cloud-computing providers now account for 50% of Nvidia's data center revenue, up from 45% three months ago.

- Nvidia $NVDA just said it expects its AI enterprise revenue to 2x this year compared to last year

- NVDA | Nvidia CFO Says H200 AI Chip Sales Increased Significantly to Double Digit Billions in Q3

- Expects Sequential Growth in Networking Business in Fourth Quarter

- China Data Center Revenue Increased Quarter Over Quarter, but Remains Below Pre-Regulation Levels

- NVIDIA SAYS BLACKWELL MARGINS IN MID 70S WHEN RAMPED

- Nvidia $NVDA said Gross Margins will be in the low 70%s on the initial ramp of Blackwell

- Nvidia $NVDA just said its on track to ship several billions of dollars of its new Blackwell AI data center GPUs during Q4

- CEO Jensen Huang addressed scaling laws during the earnings call, emphasizing that they are holding strong with three ways of scaling now in place. "As a result, the demand for our infrastructures is really great," Huang noted.

$SMCI (+0,36 %) Nvidia CEO mentions Super Micro among a long list of key partners

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investomesto

@Ingreedia

2J·

$SMCI (+0,36 %) New auditor BDO has been found and delisting has been averted for the time being! The pig is really taking off. Congratulations to everyone who stayed in or bought more. 😎🚀🚀

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16 Commentaires

Kill_Baulitz@Johann_van_der_Smut

2J

I still have a score to settle with them, but I'm not sure if I want to trust them anymore...

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news03

@user03

2J·

The share of Super Micro Computer $SMCI (+0,36 %) experienced a strong price jump of 40 %after the company announced that it had averted a Nasdaq delisting was averted. The impending delisting was due to regulatory and financial reporting delays, which now appear to have been resolved. By submitting all the necessary documents, the company was able to comply with Nasdaq regulations, which boosted investor confidence.

Super Micro is using this moment to emphasize its position in the high performance computing and server solutions market. The strong market reaction demonstrates the high level of investor interest, particularly given the growth in the AI and cloud infrastructure sectors, which Super Micro serves significantly.

Source:

https://finanzmarktwelt.de/super-micro-aktie-springt-um-40-nasdaq-delisting-abgewendet-330229/?amp

The news is based on what I personally consider to be reputable sources. However, I do not guarantee their accuracy.

finanzmarktwelt.deSuper Micro-Aktie springt um 40% - Nasdaq Delisting abgewendet

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GG H.@GGHyperX

2J

Congratulations to the Diamond Hands 😄

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~ Michael 💎 🏅

@Michael-official

5J·

Super Micro
$SMCI (+0,36 %) plans to present a plan by Monday to ensure continued trading on the Nasdaq exchange, according to Barron's.

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10 Commentaires

M.agir@Mixxed

5J

70% down and if it falls to 100% I don't care anymore.

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Aktien Stammtisch

@Aktien_Stammtisch

6J·

Super Micro $SMCI (+0,36 %) reportedly plans to submit a resolution plan by Monday to avoid delisting from Nasdaq.

Source: Barrons

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1 Commentaire

Getking@Getking

6J

Smci out Palantir in

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DividendenEinhorn

@DividendenEinhorn

1Sem.·

So I am now out with -50% at $SMCI (+0,36 %)

Should someone print T-shirts with:

Wirecard 2.0

please let me know! 👕 #smc
#wirecard
#verlust

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7 Commentaires

Aktienmasseur@Aktienmasseur

1Sem.

Evil tongues or clever investors would now say that for this reason you should bet on an ETF instead of individual shares. Because nobody can read the future of these shares.

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Thomas

@waldbrandgefahr

1Sem.·

$SMCI (+0,36 %) Now the customers are running away and $NVDA (+0,06 %) has restricted deliveries to $SMCI limited https://www.fool.com/investing/2024/11/12/dont-touch-super-micro-computer-stock-unless-this/

www.fool.comBe Wary of Super Micro Computer Stock Unless This Happens | The Motley Fool

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3 Commentaires

dOk@doks

1Sem.

I am waiting for November 16th

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Daxdaniel

@Daxdaniel

1Sem.·

Painful loss realization after the

debacle at Super Micro Computer.

I was actually super optimistic about the

company, but given the serious allegations and difficulties with the auditors, I'd rather say goodbye to the position.

Turn-around bets don't really fit my strategy and the strong growth will be difficult to continue due to the loss of trust from investors, lenders, customers and suppliers.

Now I can only hope that they don't introduce a new auditor tomorrow and clear all the accusations out of the way😂

12.11

Super Micro Computer

a vendu x250 à 21,16 €

5 289,33 €

74,94 %

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10 Commentaires

DividendenEinhorn@DividendenEinhorn

1Sem.

I'm still sitting on the burning ship and trying to put it out with a glass of water!🥛🛳🔥

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Thomas

@waldbrandgefahr

1Sem.·

$SMCI (+0,36 %) So what I understood: The SEC had sent a letter setting the deadline for the 10-K filing as Nov. 16. $SMCI is now seeking to extend the deadline by 180 days from the actual 10-K date of Aug 2024 to Feb 2025 due to extraordinary events. Termination from EY. Remains exciting 😃

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4 Commentaires

Staatsmann@Staatsmann

1Sem.

Simply Wirecard 2.0 for me. $WDI

Auditors don't give a mandate for no reason and delays are usually not a good sign either

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Gerry

@gerry361

2Sem.·

$SMCI (+0,36 %) I bought more yesterday at around €19.

Buyin was originally at 39€, do you think it was smart to reduce the loss?

06.11

Super Micro Computer

Acheté x7 à 19,56 €

136,94 €

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8 Commentaires

Kolibri@Renditedichter

2Sem.

No, it wasn't. It's the famous falling knife. You can't see any consolidation in the chart and there is no news that gives any hope. Good luck to you anyway.

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