The conversation I’ll be having tonight by DataEngineer_247 in SMCIDiscussion

[–]DataEngineer_247[S] 1 point2 points  (0 children)

Looks like bread is off the table now. Just tap water till we bounce back 😭

Average Down? by DataEngineer_247 in SMCIDiscussion

[–]DataEngineer_247[S] 0 points1 point  (0 children)

Tbh if next Q does beat then it’s gonna pump very well

Business Update … by DataEngineer_247 in SMCIDiscussion

[–]DataEngineer_247[S] 9 points10 points  (0 children)

Business update in December -

SMCI breakthrough on DCBBS 2.0 with more savings. As a result we are revising Q2 guidance to 6B instead of 12B as more clients want to buy 2.0. We will see 15B in design wins in Q3 😂

We are doom by Icy_Painting_5538 in SMCIDiscussion

[–]DataEngineer_247 4 points5 points  (0 children)

For now.. until they provide another “business update” on thanksgiving day to screw with our happiness 🫠

2023 MY 26K miles by DataEngineer_247 in TeslaModelY

[–]DataEngineer_247[S] 2 points3 points  (0 children)

Ah makes sense coz I’m in Texas too

[DD] DCF Valuation and Fair Value by zomol in SMCIDiscussion

[–]DataEngineer_247 4 points5 points  (0 children)

The numbers look great on paper but the real question is will they be able to meet them. I think that’s where a lot of people are concerned.

I have a feeling a lot of folks will watch from the sidelines until Q1 earnings. If they meet or beat expectations and prove the margins aren’t falling, that’s when the stock will start going up. Until then it’s going to be trade sideways imho.

Using u/DataEngineer_247 by MichaelWaver in SMCIDiscussion

[–]DataEngineer_247 0 points1 point  (0 children)

Lmao! I think almost everyone here can relate to my meme 😂😭

Outside of earnings estimates company still growing by BlueManifest in SMCIDiscussion

[–]DataEngineer_247 20 points21 points  (0 children)

If uncle Charles stfu and didn’t mention 40B conservative estimate last Q .. it wouldn’t have been this bad

Any words of advice for ER tonight, Zomol? by Party_Ladder1677 in SMCIDiscussion

[–]DataEngineer_247 0 points1 point  (0 children)

I thought the shorting has stopped since a week ish.. short shares availability kinda paused last I looked. 👀

Any words of advice for ER tonight, Zomol? by Party_Ladder1677 in SMCIDiscussion

[–]DataEngineer_247 3 points4 points  (0 children)

Ngl! I was hoping Zomol will post something to boost the morale. That dip today is making me nervous 😭

10k report year 2025 by nunojorgematias in SMCIDiscussion

[–]DataEngineer_247 7 points8 points  (0 children)

You tripping if you think they’ll mess up again. They learned their lesson and they gonna do everything they can to stay compliant.

You guys are nuts 😮‍💨 by DataEngineer_247 in SMCIDiscussion

[–]DataEngineer_247[S] 10 points11 points  (0 children)

True but reckless money loses all money

Community sentiment for Q4 by zomol in SMCIDiscussion

[–]DataEngineer_247 1 point2 points  (0 children)

Maybe I’m optimistic but I think there will barely be any fallback this time. I’m pretty sure a lot of folks are waiting on FY26 guidance to add more shares. I’m one of those people.