Super Micro Computer WKN: A40MRM ISIN: US86800U3023 Kürzel: MS51 Forum: Aktien Thema: Hauptdiskussion

was macht ihr heute?

Der Kurs der bei BN zwischen 2 und 7.30 angezeigt wird ist für die Tonne. Ist der Kurs vom Börsenschluss 22 Uhr.

Smci steht bei über 55 💵

https://robinhood.com/us/en/stocks/SMCI/

$SMCI 🔥 Updated SMCI 10-K Breakdown – What You Need to Know 🚀 📊 Financials & Valuation (Why This Rebounds to $122+ Before Shorts Get Obliterated) • Revenue: $14.94B (+110% YoY) • Net Income: $301M • EPS: $0.54 (post-split) → $5.40 pre-split equivalent • Guidance: FY2025 revenue projected at $26B-$30B 🤯 • Margins: Q4 compressed (11.2% vs 17% YoY), but AI demand is fueling growth 📌 Stock was at $122 before fake fraud accusations. • At $46, the trailing PE = 85x (because of growth reinvestment). • Forward PE (assuming 100% EPS growth) is ~42x. • With a fair 30-40x AI infrastructure multiple, SMCI should trade at $150-$200. ✅ 10-K is Filed. No More Bear Case. • No fraud, no restatements, just a delayed filing. • Internal review found governance issues (fixing with new CFO), but NO financial manipulation. • Lawsuits still pending but not material to operations. 🟢 AI Market & Demand is EXPLODING • Supermicro is the backbone of AI infrastructure. • New manufacturing expansion in Silicon Valley & Malaysia to meet demand. • AI spending is accelerating, and SMCI is already positioned to capture it. 🔥 The Short Squeeze is Still in Play • Stock split (10-for-1) → More liquidity but SHORTS STILL TRAPPED • Reported short interest = 100M, but real number w/ FTDs could be 500M+ • With a 175M effective float and 174M shares lent out, this is a powder keg. • The only thing holding this down was the 10-K uncertainty—it’s gone now. 📈 Target Price (Where This Should Trade) • At a conservative 30x PE on FY2025 earnings → SMCI = $150+ short term. • Fair value based on earnings growth: $250-$300 in 12 months. • Short-term price target: Reclaiming $122+ ASAP. • If AI spending continues this aggressively, this will be the NVDA of AI infrastructure. 🚀 Supermicro just wiped out the bear case. This was never a fraud—it’s an AI rocket ship that got caught in a short attack. The squeeze hasn’t even started yet. 🔥

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@Gargamel25 genau, du riesen Horscht

Guten Morgen allerseits. Alle bereit heute big Gains zu machen? 🤑

menschen mit ahnung haben es dir bereits erklärt, scroll einfach nach oben, anfänger

Gestern minus 15k 22uhr bin gespannt wo mein Long schein heute ist.

Wo stehn 20 plus?

Dann erklär mal!

Ne, du kannst nicht lesen bzw nicht verstehen

Habe mit mehr gerechnet

Dein Ernst…? Sind auch nur…hier