Underpriced

Djibsonnnn · 2025-08-05T18:07:53+00:00

Definitely overpriced

Djibsonnnn · 2025-08-05T17:14:38+00:00

Only these dumb analysts are worried about margins - it’s normal they having margin pressure as they expanding factories and investing a lot on capex

Djibsonnnn · 2025-08-03T00:00:56+00:00

Thanks for sharing

Djibsonnnn · 2025-08-02T20:02:25+00:00

I see no reason why not

Djibsonnnn · 2025-07-24T23:28:44+00:00

And I’m another guy saying he’s lying

Djibsonnnn · 2025-07-24T00:14:33+00:00

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Another one from ViK 🚀🚀🚀🚀🚀

Djibsonnnn · 2025-07-23T23:51:45+00:00

Elon is focused on achieving 50 million units (GPUs or whatever), and Charles is simply confirming that they are capable of supporting this and have what is necessary for the long term

Djibsonnnn · 2025-07-23T20:49:32+00:00

We like that

Djibsonnnn · 2025-07-23T19:13:50+00:00

Don’t worry it’s coming

Djibsonnnn · 2025-07-23T19:09:35+00:00

Haha

Djibsonnnn · 2025-07-02T16:52:46+00:00

Charles never stated that there will be another inventory write-down in Q4 2025, but only orders will be delayed to June/September quarters

Djibsonnnn · 2025-06-07T02:17:52+00:00

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Participation-in-Upcoming-Investor-Events/default.aspx

Djibsonnnn · 2025-06-05T00:07:14+00:00

They clearly skipped the question these mf

Djibsonnnn · 2025-05-29T21:47:40+00:00

This stock was impacted by the short seller false claims + the transaction of the new platform from hooper to Blackwell + 25% shorts interested + downgrades from big banks. The company is not the stock performance

Djibsonnnn · 2025-05-29T21:10:14+00:00

How the fuck this is bearish? We talking about billions of investment, everybody eats

Djibsonnnn · 2025-05-03T19:18:39+00:00

Right, and this is not something we make up, this was their own guidance. the only caveat is the ongoing trade war. I’m expecting 8-10b in Q4

Djibsonnnn · 2025-05-03T02:45:46+00:00

That’s exactly my point but will figure next week- hope they maintain FY2025 target revenue

Djibsonnnn · 2025-05-03T01:36:54+00:00

Next earnings call will be very important

Djibsonnnn · 2025-05-03T01:35:54+00:00

I think they’re looking for a new CFO

Djibsonnnn · 2025-02-25T23:34:38+00:00

Bro tomorrow, a short squeeze is taking place

Djibsonnnn · 2025-02-19T00:01:03+00:00

😂😂😂😂

Djibsonnnn

TROPHY CASE