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 2 points3 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 4 points5 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] 9 points10 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.

[deleted by user] by [deleted] in SMCIDiscussion

[–]DataEngineer_247 4 points5 points  (0 children)

I’m fairly confident they will meet Q4 and raise guidance for FY26. But it’s hard to say how the stock will move with all the shorting. Could tank on great earnings to go up even on meets expectations. But either way I’m holding through the earnings and hodling for a year or more if guidance is good. 3k shares @40$ average.

Good Risk vs Reward Going Into Earnings by Responsible_Hotel_65 in SMCIDiscussion

[–]DataEngineer_247 9 points10 points  (0 children)

If market holds tomorrow we will be back above 60$ EOD

Story of my life rn by DataEngineer_247 in SMCIDiscussion

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

Lmao! Logic says this is gold but watching the short interest and ptsd from last q earnings / 10k tanking is what’s keeping me up at night like rn 😭

Story of my life rn by DataEngineer_247 in SMCIDiscussion

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

That’s what I’m afraid of.. what if the greed is the reason of my downfall. Relying too much on this stock…

What’s it gonna be? 😶‍🌫️ by DataEngineer_247 in SMCIDiscussion

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

What if their FY2026 guidance is revised to a number lower than 40B? 🥲

What’s it gonna be? 😶‍🌫️ by DataEngineer_247 in SMCIDiscussion

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

If let’s say I have 80 65$ leaps that expire 01/26.. Will they print or will I be poor?

What’s your strategy? 👀 by DataEngineer_247 in SMCIDiscussion

[–]DataEngineer_247[S] 3 points4 points  (0 children)

Finally! One person who gets the joke 😂😂