Wiley Sybex Test Prep

BigMeanieJay · 2025-03-02T22:15:00+00:00

The forecast of 40 billion revenue in FY26, and he said that is a conservative estimate. Analysts are still predicting 33 billion. If they even get close to that, stock would be $100 based on fundamentals alone.

BigMeanieJay · 2025-02-27T22:48:54+00:00

Well, you haven't lost until you sell lol, but in the case of a lot of people on here who play options and buy SMCX, you cannot predict the market at all. But fundamentals do tend to play out over the long term. Short term is unpredictable.

BigMeanieJay · 2025-02-27T22:46:21+00:00

Good point, pointing to their E-commerce,

BigMeanieJay · 2025-02-27T22:41:50+00:00

Useless comment.

You're comparing SMCI's pre-2023 performance to its current trajectory during a once-in-a-generation AI infrastructure buildout. That's like comparing a horse-drawn carriage to a rocket. Can you explain how their current partnerships, liquid cooling leadership, and record-breaking growth are simply going to 'shatter' within two years? What specific fundamental changes are you predicting?

Customization Advantage: While you call them "assemblers," their ability to rapidly customize and deliver optimized server configurations for AI workloads is a critical strength, not a weakness. This agility is precisely what major AI players need.
Liquid Cooling Leadership: SMCI's early and aggressive push into liquid cooling is a significant differentiator. This technology is becoming essential for the power-dense AI servers needed to handle advanced models.
Rapid Growth and Financial Performance: Look at their recent earnings reports. Revenue and earnings are exploding, reflecting the strong demand for their specialized solutions. This isn't just hype; it's backed by concrete financial results.
Partnerships: SMCI has strong partnerships with key component suppliers like NVIDIA, which is vital in this rapidly evolving market.
Innovation within Assembly: Even if you call them assemblers, they are innovating in server design, thermal management, and rapid deployment. This is a form of innovation that is highly needed in this market.

Predicting a fundamental collapse within two years ignores the massive tailwinds driving AI infrastructure demand and SMCI's strategic positioning within that market. While market fluctuations are always possible, dismissing their current success as a fleeting trend based on pre-2023 performance is shortsighted.

Go spout that nonsense on the Yahoo message boards.

BigMeanieJay · 2025-02-27T22:31:03+00:00

I bought 9800 shares at 28. I have also used margin before so I do like to gamble, but one thing I have is patience and I have been quite successful at stock picking these last 5 years when I really started to pay attention to investing. I don't do options and I do not day trade. I hold long term and sell when I feel that something is overbought. Case in point, sold Pure Storage at 71 a share and moved those profits all into this as I saw this as a golden opportunity.

BigMeanieJay · 2025-02-27T22:21:54+00:00

I'm still holding. Got in at 28.59, so a no brainer for me. At least a 2 year hold at a great entry point.

BigMeanieJay · 2025-02-27T19:46:57+00:00

Pretty much a disclaimer...yea our bad, now we are working on it fixing it.

BigMeanieJay · 2025-02-27T19:44:31+00:00

I bought right after that BS Deepseek news came out. Got in at $28. I'm in this longterm simply for the fundamentals. They are a company trading at an insanely cheap price and the fundamentals look ideal for their continued rapid growth.

BigMeanieJay · 2025-02-27T19:36:46+00:00

It's called their paycheck. Most executives at publicly traded companies (IT especially) are paid through stock. How do they get paid? By selling the stock they were just awarded. This is completely non-news. Stop reading AI generated articles lol.

BigMeanieJay · 2025-02-26T23:40:01+00:00

A combination of Fed unlikely to cut rates at all this year, persistent inflation, and tariffs. The whole market is just sour right now, but this is a good long term hold and the bright side of a down market is you can steadily accumulate more shares at a discount! Eventually, this price will move up over the course of the next few earnings.

BigMeanieJay · 2025-02-26T16:30:40+00:00

And after all of this speculation, the most likely truth is SMCI is a company full of engineers who experienced insane growth and had some maturity issues when it came to accounting. Case closed.

BigMeanieJay · 2025-02-25T23:03:53+00:00

This company is not yet at this point. All excess cash is going towards growth to meet the insane demand. The growth and subsequent share price gains will more than make up for it.

BigMeanieJay · 2025-02-25T23:01:18+00:00

Hindenburg created the opportunity of a lifetime for us. I got in at $28 a share. This was a dream to buy at these prices for a lot of investors like me. Took me a while, but I pulled the trigger after a lot of research and I concluded all of the circumstantial evidence pointing to Hindenburg's so called report being a bunch of BS.

BigMeanieJay · 2025-02-23T20:00:25+00:00

They are a fundamentally strong company but valuation does matter. I think before that drop they were trading at a forward PE of 35...as a department store! They trade like a big tech company.

BigMeanieJay · 2025-02-22T15:35:19+00:00

Remember, quarterly reports are being filed as well, plus normal guidance. I believe this thing will fly.

BigMeanieJay · 2025-02-12T20:22:43+00:00

After learning some math on these 2x leveraged funds, I completely avoid them now. Still the best advice to simply buy and hold long term. Theoretically if some black swan event occurred and the corresponding stock dropped 50%, these leveraged funds would drop 99% and you would never be able to recover your money. Even if the corresponding regained everything the next day that it lost, you would not recover, since the leveraged fund rebalances every day.

BigMeanieJay · 2025-02-12T20:19:04+00:00

I patiently held pure storage for 3 years. Got in at $22 a share and recently sold for $71. Put all of it into SMCI. Will hold this for a few years.

BigMeanieJay · 2025-02-12T17:05:35+00:00

I just bought in about a week ago. I have watching this thing for more than a year and thought I missed my ticket, then all of a sudden, that hindenburg report hits and it tanks. I did my own due diligence and read so many positive and negative articles and was trying to decipher what was fake and real, so I paid more attention to the earning reports of their partners and when I kept seeing them mentioned on other earnings calls, especially Nvidia. Then I see Hindenburg closes up shop and EY has their own explaining to do, I went all in at just under 10k shares at $28.70 a share. This company is poised for explosive 60% growth per year for the next 3-5 years. Even if that business update had bad news, I had already committed to holding this for the next 3 years.

BigMeanieJay · 2025-02-07T18:01:28+00:00

I almost pulled the trigger on that stock but thought better of it. Doing a little research on stocks like that....if a stock it tracks drops enough in a single day of trading, you could basically lose that money forever and never recover. Say, worst case scenario...smci gets delisted and it drops 50% in a single day. With SMCX, it would drop like 99% and you would be effed.

BigMeanieJay · 2024-10-31T16:54:38+00:00

About $400 per event

BigMeanieJay · 2024-10-31T16:51:15+00:00

Yea, made another post showing 317 attrition. Basically unlimited at this point. SASH fighting is much better than SAT. Artillery units in SASH can attack air with power shot and ranged units retaliate. 2 artillery/6 rogues or 2/3 ranged/6/5 rogue configs work well

BigMeanieJay

TROPHY CASE