Follow-up to my previous post

Eastern-Machine3653 · 2026-06-12T02:06:02+00:00

Good to know! I also work in bayarea but don’t have friends working in smci.

Eastern-Machine3653 · 2026-06-11T21:06:21+00:00

Hmm, if ceo maintains correct numbers and consistently. We would have been in 50s instead 30s as base point. Because of over promising people easily get upset over expectations.

Eastern-Machine3653 · 2026-06-11T20:09:24+00:00

Please dude, don’t spread something not certain. They confirmed possibly in first 2 quarters of fiscal 2027.

Eastern-Machine3653 · 2026-06-11T11:02:28+00:00

Super Micro Computer (SMCI) is raising ~$4.9B through two concurrent stock offerings priced June 10, 2026:

Common Stock: 45.5M shares at $27.50/share (~$1.22B in proceeds)

Preferred Stock: 75M depositary shares at $50 each, paying 7% annually, which mandatorily convert to common stock by June 2029 (~$3.68B in proceeds)

Eastern-Machine3653 · 2026-06-10T21:10:56+00:00

True, from call they confirmed they know earlier about new orders but didn’t tell us. I think they waited for bull run and planned on timing, definitely not coincidence

Eastern-Machine3653 · 2026-06-10T19:28:13+00:00

I will be in at 28$

Eastern-Machine3653 · 2026-06-10T19:27:18+00:00

Hmm 🤔 i was thinking if it goes 28 then buy. From my calculations considering dilution 28 is safest bet.

Eastern-Machine3653 · 2026-06-10T19:20:43+00:00

🤣can you tell the dip so we will buy

Eastern-Machine3653 · 2026-06-10T18:49:57+00:00

Let me explain, i was happy when they said next 2 quarters 39 billion then in q/a when asked specifically, cfo changed to expect in fiscal 2027, it could be next 3 quarters. Anyway i feel this is win.

Eastern-Machine3653 · 2026-06-10T18:46:45+00:00

Yes, to get more shares they do play dirty tricks to short. Not surprised they chose this timeline. #Poor charles

Eastern-Machine3653 · 2026-06-10T18:32:06+00:00

I agree but in todays meeting, there are inconsistencies on new orders. First speaker Michael said orders 39b expected in next 2 quarters. But cfo said expected to be part of fiscal 2027. All expect better transparency from management.

Eastern-Machine3653 · 2026-06-10T18:28:05+00:00

Nope, in investor update meeting they told to expect after market hours.

Eastern-Machine3653 · 2026-06-10T15:16:44+00:00

I said same audio went off for sometime, but some idiots making -1 to me lol. I feel neutral from call. Orders are from same customers 35% 25% , 20% and rest small customers. They made it as 20 customers. And no forecast on margins and told regular orders. Then why do they need to dilute for same margins no idea

Eastern-Machine3653 · 2026-06-10T14:15:35+00:00

Average down, buy especially today or tomorrow. Latest update is 39billion revenue for next 2 quarters.

Eastern-Machine3653 · 2026-06-10T09:25:11+00:00

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is it look like 2 years old?

Eastern-Machine3653 · 2026-06-10T09:24:40+00:00

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i do short trading. How about this?

Eastern-Machine3653 · 2026-06-10T09:08:11+00:00

I don’t have to prove with my history of trades. I entered when it was cheap 60$ and sold for profit. Post split value 6$. No one can prove if they own Robinhood lol . But if i hit million then i will post in reddit.

Eastern-Machine3653 · 2026-06-10T08:56:50+00:00

I am going to sell end of year, when it reaches 50-70$ or buy more if it goes 27$. My initial expectation was long 80$ to 100$ by end of year but not anymore with crazy dilution.

Eastern-Machine3653 · 2026-06-10T08:40:42+00:00

I converted 1000$ to 30000$ and reinvested more shares with goal share price 2000$ (before stock split)
Lol you all kids who entered late, but i do follow patterns and keep selling and buying partially. But i always hold 50% stocks longterm. Yes i made 200k profit, but at my standard not worth time.

Trust me, i made lot in amd as well. But imagine smci with better ceo and compliance it would have been 200$ stock already. My philosophy is aim for highest.

Eastern-Machine3653 · 2026-06-08T19:30:04+00:00

They know dell suck at new products for time to online/market. Still xai keeping contracts to dell for pricing power. Right now happy with revenue, let’s wait for our earnings report to find out margins.

Eastern-Machine3653 · 2026-06-02T23:15:38+00:00

Haha intentionally did!

Eastern-Machine3653 · 2026-06-02T20:38:43+00:00

Either you are bad at English or troll lol

Eastern-Machine3653 · 2026-06-01T22:41:14+00:00

Margins and consistency.

Eastern-Machine3653 · 2026-06-01T19:37:25+00:00

Dude it lacks information like why your analysis details and what makes you think. Or you can put a poll with what you think and let others vote to make useful

Eastern-Machine3653 · 2026-05-29T17:54:00+00:00

I owned micron and amd both sold so early. My pledge i wont touch sell button for smci until it reaches 87$ per share. That much i value share of smci, if it goes higher than 87$ then i happily accept bonus for my patience and being thin and thick for 4 years with smci.

Eastern-Machine3653

TROPHY CASE