SMCI is out of the penalty box

The company has made a few mistakes but they have learned from those mistakes. There is alot to like going forward \-added several hundred enterprise and other customers in the past year \-generated more than $60 billion in new orders \-booked record backlog entering fiscal 2027, forecast fiscal 2027 revenue between **$65 billion and $72 billion** \-For the first quarter, Supermicro projects net sales between $14.5 billion and $15.5 billion. Analysts were expecting $11.9 billion \-Gross margins topped out at 17.6%, up from 9.6% a year ago \-new collaboration to build a gigawatt-scale data center for SpaceX and xAI \-launch partner for NVIDIA's new Vera Rubin NVL4 AI platform \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Bottom line, there is alot to like, the stock has been beaten down for too long.

36 comments held Reddit says 0 on reddit ↗

u/averysmallbeing 1 19 hours ago

They weren't mistakes, they were blatant fraud.
u/Euro347 OP 1 19 hours ago

Uncle Sam and shareholders forgive and forget.
u/Pretty_Dragonfly_716 1 19 hours ago

Until they find out another fraud lol
u/averysmallbeing 1 18 hours ago

Everything this company says cannot be trusted.
u/ohgodthehorror95 1 18 hours ago

They've been caught committing accounting fraud and violating international trade embargoes for 20 years. This most recent one isn't the first time, it isn't even the 2nd or 3rd time
u/cdude 1 18 hours ago

Off topic but based on my experience, people who say "uncle Sam" are usually the most ignorant people, specifically about taxes. It's always "uncle Sam wants to tax me too much". Yeah, little buddy in the lowest brackets from Midwesterntown USA complaining about proposed top marginal rates for people making half a million a year.
u/Actually-Yo-Momma 1 19 hours ago

This is like saying “ugh Chris Brown could’ve been so successful *if only he didn’t physically assault one of the most famous artists in the world*”
u/[deleted] 1 18 hours ago

[removed] — already gone when the archive first saw it
u/PandaDuckMonster 1 17 hours ago

"*physically assault one of the most famous artists in the world - by accident"* lol
u/hroaks 1 14 hours ago

The market is incredibly forgiving and forgetful. Wells Fargo (fake account scandal), Volkswagen(emissions cheating) and Tesla (literally everything) all bounced back after those Trump and Chris Brown and who else still had success even after their shit
u/Chonch_Monkey 1 14 hours ago

They just got caught
u/Fragrant-Weird8498 1 13 hours ago

Care to elaborate ? They’re still not named as a defendant in anything . You sounds like cheap fud
u/Ok_Sugar_8942 1 19 hours ago

been in this stock before, been watching it for years. This stock is rigged, it will jump after earnings then fall back to a few percentage point increase at end of day
u/mayorolivia 1 19 hours ago

Commodity provider with tiny margins
u/Ok_Shirt3792 1 18 hours ago

sometimes the best stock is not the best company (see u in on year) (it's currently at 5 annualized PE brother, and it's a ai US growth stock)
u/Fragrant-Weird8498 1 13 hours ago

Dell margins for AI servers are worse btw
u/montrealcanada3725 1 18 hours ago

Trading around 34$ right now overnight. The number to beat is 35-35.20$. I am hoping with strong volume and with such an exceptional earning report we break this resistance level and go to 36$
u/MarthaJulietta 1 18 hours ago

Stock has to go way up. If it moves down into the mid-high 20's I will sell uber amounts of $25 puts and buy leaps with the mid 2027 calls with the premium.
u/Bluebird-9641 1 18 hours ago

Made a few mistakes? Take a deeper dive into their history of cooking the books and all kinds of shady stuff.
u/Fragrant-Weird8498 1 13 hours ago

Please , elaborate with facts instead of made up sentences
u/sunburn74 1 18 hours ago

Can't trust their governance. Uninvestible
u/Dr-Bob1965 1 14 hours ago

Blah blah blah, just get in and get out. The stock market is the most corrupt place on earth............
u/Ifuks4money 1 18 hours ago

I picked up 50 leaps the other week....I call this 'The Greed Trade.' Everybody shits on this stock but comes piling back in as soon as they see the money flowing." It's happened multiple times with this stock.
u/No_Satisfaction1189 1 18 hours ago

I don’t trust their numbers or management. Imho. Do your due diligence.
u/Fragrant-Weird8498 1 13 hours ago

Yes , exactly . Do your DD and see that you are 100% wrong 😂😂
u/Objective-War-7458 1 18 hours ago

You realize that BDO most likely can't sign the audit? They're not out of the penalty box - they're just entering the deep end, again, after having come out of the penalty box.... 2x before. There's a very solid, but not certain, chance that SuperMicro is delisted in 6 months.
u/Jazzlike-Check9040 1 15 hours ago

Rubbish. SMCI's severely undervalued, there's no way it delists.
u/Dr-Bob1965 1 14 hours ago

Have you been drinking?
u/Fragrant-Weird8498 1 13 hours ago

One of the dumbest take I ever read .. I know bear are delusionals , but at that point .. lol
u/KeyEmu7694 1 17 hours ago

There are still dilution risks, but overall bullish
u/Jazzlike-Check9040 1 16 hours ago

Crazy. anyone else reporting these numbers would see insane gains immediately. SMCI looks better and better for huge upside.
u/kisuke228 1 15 hours ago

Yep and its mkt cap is only 20b
u/[deleted] 1 14 hours ago

[removed] — already gone when the archive first saw it
u/FrostyCauliflower189 1 14 hours ago

You could have chosen hpe or dell instead smci.
u/RightCut4940 1 13 hours ago

HPE is great value yet still more expensive than SMCI. Something to think about.
u/Individual-Motor-167 1 12 hours ago

Bold to say out of the penalty box. Massive purchases in equipment, an odd jump in margin to 18 percent on the quarter, and operating at a loss because of it. Funds had to be raised to afford the equipment because they hadn't been paid enough yet to cover it.