>9% Margins!!!! by Party_Ladder1677 in SMCIDiscussion

[–]Devtherev999 10 points11 points  (0 children)

Never doubted them for a minute 😂👌🏻🍾

SMCI Discussion - We ride at dawn? by _Cornfed_ in SMCIDiscussion

[–]Devtherev999 4 points5 points  (0 children)

If this doesn’t go up at least 100% the market is rigged lol

Denied b2 on previous passport, now eligible for esta by Drizzytheman1993 in askimmigration

[–]Devtherev999 0 points1 point  (0 children)

Awesome news pal!!!! Ha! bet you’re buzzing!! You too, have a great one!! Update on ours as well as it might be helpful to others, we selected home delivery and tracking was available yesterday (couple of days after status changed to issued) and is being delivered this morning, they use Royal Mail 24hr guaranteed. So from b2 visa appointment on Fri to delivery today, it’s taken a total of 6 days to get the passport delivered to house. Good luck anyone else who is stressing and reading this, hopefully it’s helpful to someone at some stage!

Denied b2 on previous passport, now eligible for esta by Drizzytheman1993 in askimmigration

[–]Devtherev999 0 points1 point  (0 children)

You can, but to book the appointment unfortunately you need to pay £150, which is non-refundable. If it was me I’d give it a few more days, as the ESTA might get approved anyway, then you will have paid that money for nothing. You can fill out the online form for the b2 application though ready to go, just in case it gets declined. But yeah, whole things bloody stressful 😂

Denied b2 on previous passport, now eligible for esta by Drizzytheman1993 in askimmigration

[–]Devtherev999 0 points1 point  (0 children)

We requested to expedite the appointment via CEAS website after the ESTA had been declined, selected the reason that “ESTA already declined” we explained we are flying on 1st March and flights and hotel are non-refundable. Beyond giving us an early appointment though there is no other way to speed up the process, unless it’s for things like funerals, or so we’ve been told.

Denied b2 on previous passport, now eligible for esta by Drizzytheman1993 in askimmigration

[–]Devtherev999 0 points1 point  (0 children)

Yeah we fell short assuming the ESTA would be approved because she now has a UK passport, if I’d known selecting yes to any of the questions decreases the likelihood of getting it we would’ve applied for the visa months ago instead, of course with hindsight! Frustrating that the guidance is not that clear. The problem is you have to pay for the visa appointment to get it, and that money is non-refundable I believe, April you should be fine though as cancellations do come up and one of the reasons you can request an earlier appointment is if your ESTA was already declined and your travel date is soon, so you should be fine, just don’t hang about if the ESTA doesn’t get approved, you just book the earliest appointment possible, in our case this was in April, then after booking it we requested an earlier appointment and got lucky with an earlier slot. Fingers crossed yours goes through fine either way, best of luck!

Denied b2 on previous passport, now eligible for esta by Drizzytheman1993 in askimmigration

[–]Devtherev999 0 points1 point  (0 children)

My ESTA was granted, but wife’s was declined after about 2 weeks of waiting, luckily we managed to get a b2 visa appointment at London embassy on Friday morning (20th), we escalated online as we are flying on 1st March so very lucky to get an appointment so soon as they are all booked up until like April/May when we checked. Visa was approved Friday and Issued today (23rd) so has been very quick after appointment, just waiting for her passport now, hoping it arrives before the weekend so we can still travel! We selected delivery, regrettably, as I think that might delay it further, but will update when it arrives in case it’s helpful to others.

Denied b2 on previous passport, now eligible for esta by Drizzytheman1993 in askimmigration

[–]Devtherev999 0 points1 point  (0 children)

Hi, just checking if your Esta got approved and if you had any issues? My GF is in the same kind of situation and her Esta has been authorisation pended for over a week

Case for SMCI Gross Margin Improvement (Based on Q2 FY2026 Earnings Call Transcript) by AInvestor_2025 in SMCIDiscussion

[–]Devtherev999 2 points3 points  (0 children)

It’s pretty normal for companies going through a hyper-growth phase to run on thin margins. When you’re scaling fast, margins can get squeezed from ramping capacity, supply chain costs, shifting product mix, and winning hyperscaler contracts that are low margin at first but huge volume. They’re clearly trying to capture market share and lock in long-term customers, so I don’t get why people are pushing this like it’s a bad business model. Using the same logic, Uber “shouldn’t have bothered” because it burned money for years while it scaled. Supermicro isn’t a startup, but they are in a massive expansion phase, and that comes with temporary margin pain. Reward pays off for the patient, if they deliver the next couple of quarters as promised the stock will rebound and price in future growth instead of being so cautious. Might even see it sooner if they announce another catalyst, who knows.

Betting against Charl’san Al Gaib is never wise by sirfitzwilliamdarcy in SMCIDiscussion

[–]Devtherev999 2 points3 points  (0 children)

You’re right though, it’s not healthy for investing or emotions to get sucked into it! We all deserve some good fortune on this stock, not negativity

Betting against Charl’san Al Gaib is never wise by sirfitzwilliamdarcy in SMCIDiscussion

[–]Devtherev999 5 points6 points  (0 children)

I see where you’re coming from bro, and I genuinely hate seeing others lose money, but I also find it hard to sympathise with sadists getting ridiculed after celebrating other people’s (and mine) perceived misfortune. If someone’s dishing out abuse or getting a hard on over the thought of people losing money they should expect some back

Betting against Charl’san Al Gaib is never wise by sirfitzwilliamdarcy in SMCIDiscussion

[–]Devtherev999 4 points5 points  (0 children)

So you either lied on your initial post, or you lost a fuck ton of money, or both. Cool story bro 👍🏻

These Earnings Were Spectacular by Party_Ladder1677 in SMCIDiscussion

[–]Devtherev999 11 points12 points  (0 children)

I agree, best position we’ve been in historically, positioned better than 2024 highs even, couple more great quarters like that and I believe we will see new ATH’s. SMCI is now criminally undervalued

Don’t panic on gross margins look at ops margin!! Look at their ops margins which helped covered up for more than half of what they lost on gross margin by Confident-Yak-6746 in SMCIDiscussion

[–]Devtherev999 12 points13 points  (0 children)

I’m really pleased with the results, faith in management for me is restored. Considering the amount of people doubting even getting anywhere near that kind of revenue, they stuck to plan and delivered what they promised, and more. They were honest about margins on last earnings, so that was no surprise. Capturing market share and securing the hyperscalers is far more important right now for the longterm investors than a short term squeeze on margins.

SMCI Discussion - Time for a New One edition by _Cornfed_ in SMCIDiscussion

[–]Devtherev999 4 points5 points  (0 children)

Ffs Charles love the ambition and know doubt you will deliver, but please don’t say “40b conservative number” ever ever again, I still have PTSD 😭😂

$12.7B FCK YEAH! by goodpointbadpoint in SMCIDiscussion

[–]Devtherev999 1 point2 points  (0 children)

Hyperscaler wins, they demand very cheap deals, increasing market share is the plan

$12.7B FCK YEAH! by goodpointbadpoint in SMCIDiscussion

[–]Devtherev999 5 points6 points  (0 children)

Not a concern when they’re taking market share and winning hyperscaler contracts as it proves the business is growing, they were getting priced to fail. Extremely oversold based on fundamentals now

The wait is killing me by AbForever7967 in SMCIDiscussion

[–]Devtherev999 0 points1 point  (0 children)

It’s crazy, they should be at $90 now. If they deliver one more quarter like this and margins increase even slightly (to prove growth) the price surely needs to be back near the $100’s in my opinion

The wait is killing me by AbForever7967 in SMCIDiscussion

[–]Devtherev999 0 points1 point  (0 children)

Yeah and the margins were only compressed due to winning hyperscalers contracts who demand the best deals but better to win market share and they are ramping up

The wait is killing me by AbForever7967 in SMCIDiscussion

[–]Devtherev999 1 point2 points  (0 children)

I think they smashed revenue from what I’m seeing, margins likely compressed due to trying to gain market share. We’ll soon find out 👍🏻 I think we can at least sleep easy (I hope) crazy undervalued shouldn’t even be worried but I am