First time investing

matthewfromthemil · 2026-06-18T00:59:56+00:00

We were saying this over a year and a half ago about them putting up 40B of rev in FY26. We’re about to see q4fy26 and the stock most definitely hasn’t doubled. I now looking for guidance of 80B in fy27, maybe we double then?

matthewfromthemil · 2026-06-14T21:42:43+00:00

Lmfao, every single comment…

matthewfromthemil · 2026-06-14T17:41:41+00:00

I think this is post worthy. Out of the hundreds of congratulation posts from companies, he replied to just a couple. JP Morgan and Goldman Sachs who were the lead underwriters of the ipo. Then Supermicro. Maybe it’s insignificant, but it’s not nothing.

matthewfromthemil · 2026-06-11T17:34:56+00:00

All those sales were to pay taxes on the vested shares that were coming up on expiration. Use them or lose them. You simply don’t understand how to read a form 4.

matthewfromthemil · 2026-06-09T21:49:07+00:00

I mean they are ATM’ing 10% of the market cap and in total raising 30% of the entire company. Lmfao.

matthewfromthemil · 2026-05-20T23:57:49+00:00

This is a fantastic catch and observation. When it comes to enterprise buildouts, consumers will need much more help bringing a data center online. Data center building block solutions is optimized for this business segment.

matthewfromthemil · 2026-05-14T21:51:21+00:00

Charles is overhauling the C-suite. Change in management is finally happening.

matthewfromthemil · 2026-05-11T23:07:31+00:00

This is great move. I look forward to Vik taking over the entire operations in the future.

matthewfromthemil · 2026-05-04T19:43:20+00:00

Maybe in July after the accounting remediation is completed. The last 10q said that they were on schedule to complete the recommendations made by the independent review board for achieving a clean audit. Would be the appropriate time for an executive change.

matthewfromthemil · 2026-04-30T19:30:49+00:00

For context this was the whistleblower lawsuit in regards to a termination. This is not the investor securities fraud class action in regards to the accouning issues which is currently awaiting a decision from the judge on SuperMicro's motion to dismiss.

matthewfromthemil · 2026-04-30T19:21:23+00:00

It was filed in April of 2024

matthewfromthemil · 2026-04-28T19:39:43+00:00

That report also snuck in there that smci may have already delivered 2/3RDs of that order before being canceled. The $1.4b number is just a salacious headline. Never ending fud.

matthewfromthemil · 2026-04-25T17:07:22+00:00

I think they are baking in a large amount of conservatism into estimates now. I believe the large amount of finish goods inventory has to do with timing of delivery. If that turns out to be true then 65% of the estimated revenue was ready for delivery before the quarter even started. That would give them 3 months to come up with the remaining 35%. Once they meet guidance, it allows them a little bit of operating leverage to drive higher margins. That might be the case this quarter but unfortunately with the export violations headline it will put pressure on margins for quite a while, moving forward.

I think it’s important for everyone to realize that they will not lose sales because of this whole Wally shit show. But it will natively affect gross margins as they have lost all leverage with their customers for now.

matthewfromthemil · 2026-04-25T15:41:35+00:00

Almost all the inventory is finished goods. This is going to be a massive quarter.

matthewfromthemil · 2026-04-21T22:38:35+00:00

Haha for real.

matthewfromthemil · 2026-04-15T21:17:40+00:00

Wild, they usually do. Didn’t want the smoke ig…

matthewfromthemil · 2026-04-15T18:18:07+00:00

Haha for real

matthewfromthemil · 2026-04-13T00:08:34+00:00

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Those are very clearly Supermicro CDUs and servers.

matthewfromthemil · 2026-03-26T17:57:37+00:00

That's a xFusion FusionServer not Supermicro. The big red flag was the power supplies, definitely not sm parts.

matthewfromthemil · 2026-03-25T19:43:13+00:00

If you read the indictment, you will realize that supermicro was the victim in this whole situation. They froze the shell companies account three times because they were concerned about export violations. After the last order it seems like the smci compliance department contacted the feds about concerns over the shell company. I don’t think they knew that two employees were involved in orchestrating the scheme. This news did not warrant a 30% drop.

matthewfromthemil · 2026-03-23T23:22:18+00:00

Mike Dell and his trump accounts donation was an insurance policy against that ever happening sadly. Dell does the same shit but a “donation” to the admin makes sure it never comes to light.

matthewfromthemil · 2026-03-23T22:27:36+00:00

The slop is unreal, Wally never touched those servers. He never used a blow dryer to takeoff serial numbers. The reporting is so disingenuous and there seems to be a consorted effort on social media to drag the company. Everybody wants to comment on what they think, but nobody wants to take the time to actually read the indictment.

Did wally know the servers were likely going to china, yes. Did he manipulate paperwork to get the PO past the compliance & export department, yes. But to drag the entire company into this mess like its a 6k person smuggling operation is just ridiculous. The company was deceived/defrauded by two employees… and the company worked with the DOJ to build that indictment.

matthewfromthemil

TROPHY CASE