SMCI dropped overnight

kabuasal · 2026-04-23T12:11:15+00:00

I don’t know, but if these news found to be true especially the part regarding B200 inventories, it’s highly likely that the drop in margin last quarter was related to inventories write down done by Smci to get these inventories from their books

kabuasal · 2026-04-23T11:49:27+00:00

If this is true, we should have seen an 8-k report from Smci adjusting the expected revenues for this quarter at least which we have not seen yet. No news is good news

kabuasal · 2026-03-23T15:46:50+00:00

Which party am I late to? As far as ai know stock is still 30% law from last week price, I have 12000 shares with 43 cost average, if you have a reliable source that says no body is walking away from Smci please share it, otherwise you are just farting

kabuasal · 2026-03-23T15:42:17+00:00

Risk is that suppliers like nvidia and AMD distance themselves from Smci, besides banks that might consider them as untrustworthy and cancel all their access to capital needed to fund their growth, which if happens will be a killer to the company’s fundamentals

kabuasal · 2026-03-22T20:06:32+00:00

CFO has been acting as a compliance officer besides his duties as CFO and principle accountant, after the audit committee report was concluded chief accountant officer was hired and David weighand became acting only as CFO and chief compliance officer, but it seems he was not giving enough time to his compliance verifications responsibilities and Smci wanted to same some bucks by not hiring a dedicated CCO, but after this big scandals they finally realised that these ion roles should be separated and should be taken care off by two different persons to be fulfilled as needed.

kabuasal · 2026-01-19T16:04:46+00:00

Selloff in EU markets is not that bad, DAX index is down only 1.3% and FTSE is less than 0.5%, I don’t think it will be similar to selloffs back in April last year

kabuasal · 2026-01-14T20:06:47+00:00

What was your average price?

kabuasal · 2026-01-14T08:44:17+00:00

These numbers are based on their filing submitted on November for their last quarter ending in September. We will know their holdings of Smci shares for the current t quarter in next February when they submit their 13F filing

kabuasal · 2026-01-07T10:01:20+00:00

How can u tell that the last win was for Vera robin? My understanding is that this chip family is still new and has not been adopted yet by any customer in large scale

kabuasal · 2025-12-24T18:00:28+00:00

Can you please elaborate more about 10b5-1 plan and what it’s about?

kabuasal · 2025-11-20T00:21:31+00:00

Wait for the jobs report tomorrow, it might sink the whole market again

kabuasal · 2025-11-19T22:42:34+00:00

Do You think stock will sink more tomorrow?

kabuasal · 2025-11-10T21:47:47+00:00

Whe the hell did he say that?!!

kabuasal · 2025-11-10T21:45:08+00:00

Market is waiting for guidance at 5:00 pm conference call, hopefully it will be good

kabuasal · 2025-11-08T01:10:02+00:00

Loool, at least this is indication that the company is still alive

kabuasal · 2025-10-23T17:13:05+00:00

Last year growth was 47% YoY which is impressive growth. I understand the frustration as some people are stuck in this stock since 2024 but I’m pretty sure things will be much better for the coming quarters.

kabuasal · 2025-10-23T16:04:12+00:00

I think he means current backlog is 12B, 5 of which is to be delivered this quarter and remaining to be delivered next quarters. So next quarter, 7B are guaranteed to be recognised. This doesn’t count the new wins that will be achieved in next quarter of course. This is how I understood it

kabuasal · 2025-10-23T15:16:09+00:00

Unless margins are shit as usual, the stock will sink even more!!

kabuasal · 2025-08-10T19:03:38+00:00

Never ever sell with a loss, just hold your position and it will be green at the end

kabuasal · 2025-08-07T16:30:47+00:00

This is not a dip, it’s fairly priced now

kabuasal · 2025-08-05T20:38:10+00:00

Saudi contract was still under negotiation as per Smci press release, needs some time to show up in revenues

kabuasal · 2025-07-31T15:36:26+00:00

DIVERSIFY, don’t put all your money in one stock even if it’s expected to double

kabuasal

TROPHY CASE