Why Is Super Micro Computer (SMCI) Stock Crashing Again?!

[@DividendTalks]

🧮 Stock Valuation Model: www.buymeacoffee.com/dividendtalks/extras ☕️ Feel free to buy me a coffee: www.buymeacoffee.com/DIVIDENDTALKS 📰 Join the FREE weekly Newsletter: dividendtalks.substack.com/subscribe Stock Tools I Use: 🚀 $30 OFF Seeking Alpha Premium: www.sahg6dtr.com/29N4DP9/R74QP 🚀 50% OFF TipRanks: www.tbg2jcftrk.com/262DXM/55M6S/ 💬 Join the community in our Discord: www.patreon.com/DividendTalks 👋 Follow me on X: www.x.com/DividendTalks Investing Platform I Use: 💰 Free shares up to £100 by joining Trading212: www.trading212.com/invite/Gux0x99S 🏆 Become a member to get access to to perks: kzbin.info/door/lLyc3C2K3C-RAh7eEJAwygjoin

[@ryansalvatore713]

Yo, would love to see a video on NEE!

[@torfriracookfera4976]

Even with potential upsides, lack of management confidence may deter investors. What do you think? Are there better stock options out there?

[@winifreddickerson2888]

Diversification is key. It's all about spreading those investments across various asset classes - bonds, real estate, stocks from global markets. That way, you're lowering the risk factor in case one sector takes a hit.

[@IsabellaM-n6q]

Over the last couple of years, I've been grinding alongside a finance whiz, and we've crafted a six-figure mixed bag of stocks. Now, I'm gunning to broaden the horizons even further this year.

[@TajMacRory]

When it comes to financial market wizards, anyone you've got in mind for recommendations? I've got around 100k ready to dip my toes in, especially with those big cap stocks on sale right now.

[@IsabellaM-n6q]

My CFA Lina Dineikiene is a total legend in her game. Definitely worth digging deeper into her background. With all that experience under her belt, she's a goldmine for anyone trying to navigate the financial jungle.

[@TajMacRory]

Found her contact info easily, right? She seems super skilled and adaptable. Just locked in a call session with her myself.

[@kurniawanms2]

$SMCI will climb 10x to $270 after its stock is delisted

[@don951]

"Be fearful when others are greedy and be greedy when others are fearful." --Warren Buffett

[@ScottBrooker-oh5ym]

How does that apply to a falling knife?

[@MrGurosa]

Lol "no fraud" Yeah, we'll see what the jury thinks

[@BryanSmart1]

Buy all you can this will recover

[@nonayabusiness6170]

Under $20? I'll join the club Edit: No way now this isn't fraud. Don't buy! Stay away from this! 😂 Post is a joke!

[@JuanMONTOYA-jv8pl]

😅😂😂

[@MrDboydeluxe]

It's funny looking at all those cheerful comments from buyers a week ago on this same channel...."I'm loading up at 43!" "Bought more at 34!" "All in at 33!!" Etc.

[@WanderMindChronicles]

All in at 23

[@dannytran1587]

😂 Don’t laugh at them bro

[@JuanMONTOYA-jv8pl]

​@dannallytran1587 gamblers😂😂

[@ScottBrooker-oh5ym]

All in@$ 20.90!

[@WanderMindChronicles]

@@ScottBrooker-oh5ym good luck

[@citizenm9590]

Im loading the boat. Remeber buy when there is fears is what got me to retire early. Thank me later this is a great buy now.

[@nadruik9890]

Humorous that people are doubting the validity of their numbers when they were climbing because of the big partnership of nvidia whose still expected to skyrocket and is totally not a scam like CSCO in 2000

[@picassodreams-sz3yw]

Buying

[@mikaelsmith3605]

I don’t think that comparing Cisco and Nvidia at this point is fair 🤔 Cisco had a valuation over 200 something back in the day, while the sale numbers just didn’t justify it. I guess it would be more fitting to compare Cisco and AMD (declining revenue, loss of market leader position, etc). Nvidia is controlling 80% of the market, made strategic investments and alliances to fuel the demand for its chips, all the while the organic demand is also there due to all the various AI sectors still developing 🤔 Revenue is growing and they got no meaningful debt. Just earlier this year we got AI paintings…now AI can create entire movies depending on your script, too. What’s next year? And the year after? We already have nursing bots in Japan. With the right AI programming…what are the limits? The driving force behind all of mankind’s history was always technology and Nvidia is currently at the forefront of this next big push 🤔

[@nadruik9890]

@ I worked for what would turn into the AI model of a mag 7 company in 2020, nothing being done now was not possible then (slightly less glitchy however). Everything you have said about nvidia was also being said about Cisco and the internet in 2000. The valuations were higher yes but I would argue that just has to do with the cash balances on these mega caps books which is being traded in a circle between nvidia for chips right back into the mega caps and then back into chips. Once that narrative falters and the cash stops flowing in a giant circle the valuations will skyrocket and would not be surprised to see 300+. Every thing you said about Cisco is hindsight just like when people talk about jobs in 2007 which had all been revised down after the collapse. In 2007 people were saying fed was cutting to fast and would cause inflation with the jobs market so strong and stocks at highs, sound familiar?

[@puredistraction415]

Thanks for the confidence, now holding 1100 shares, will buy more as it drops.

[@swagic8452]

I just hope SMCI doesn't get delisted. Or go bankrupt. Bigger companies have gone down. I hope it's not the case. It was at $24.00 after hours. Seems like a MASSIVE upside opportunity. I almost bought 1000 shares myself. Good luck friend. I am back 100% cash.

[@puredistraction415]

@ thanks 🙏. Looks like Trump is going to win. Risk on environment for the next few months might also help. Best of luck 🤞

[@BennyStrikesBack]

I bought-in at a little over 65$ earlier this year (650$ back then). Was definitly to expensive back then, but I got carried away by the AI hype. Should have sold, when they went over 1k… now I hold because I feel like for me the upside is brighter than the downside

[@SauceyMan76]

If it goes to 15 i might think about it

[@mohamadsaleh779]

Got 500 shares at $33. I can afford to lose it all but I think I should sell half and keep half. Advice would be appreciated

[@tykvoun3007]

Depends on the percentage it has in your portfolio, if it's too much I'd lower my position, but if you hold a lot of other stocks and SMCI is a small part of your portfolio I'd hold, the stock certainly has potetntial

[@mohamadsaleh779]

@tykvoun3007 It's a small position. I may keep selling it whenever it's up and buy the dip whenever it's down. If they didn't get delisted soon, then I may try this. Thank you

[@JuanMONTOYA-jv8pl]

Take your money and run

[@mohamadsaleh779]

@JuanMONTOYA-jv8pl You mean what's left of it 🤣. I may do that depending on how much is left. However, I may just gamble it a few times against the stock itself

[@JuanMONTOYA-jv8pl]

@@mohamadsaleh779 I mean if you're financially literate you know what to do in this situation. I won't risk a coin even if the PE/R goes to 1

[@ScottBrooker-oh5ym]

Small investor here, for me it's always about position size. AI is still a little cloudy for me. The TV adds I see don't give me much hope about its application yet. Speculation only at this point.

[@trent1615]

Buying

[@picassodreams-sz3yw]

Buying

[@TheBazino]

However this is going to turn out, it shows the fact that the whole stock market is just gambling nowadays. SMCI has gone from 23€ last November to 108€ in March and now back down to 21€ in November 2024.

[@noname-yt7sk]

ADM has also some accounting issues...what a mess..

[@dannytran1587]

It’s crashed even more in after hours

[@vincentalva5728]

E&Y already called it. SMCI gets 2 thumbs down 👎 👎

[@kennethpreston9813]

Maybe at $1…. not even sure about that

[@dannytran1587]

That’s a stretch.

[@kennethpreston9813]

@ even at $1 you can lose 100 percent of your investment….I really have no idea of what the true value is…..maybe $1 maybe $100 the point is it’s high risk

[@RagdollsAnimalFunny]

כמה אנשים נפלו במניה הזאת 😢

[@asafyosef6316]

אני הפסדתי 15 אלף 😢

[@ambiven10]

they are donezo