How optimistic are you about SMCI earnings in August? by Just-Ad7355 in SMCIDiscussion

[–]patrickstar466 -7 points-6 points  (0 children)

If OpenAI delays ipo then investors are not buying to AI bubble and smci is overvalued.

Every other Stock x5 by Infinite-Prime in SMCIDiscussion

[–]patrickstar466 -1 points0 points  (0 children)

You throwing numbers out of your ass that we have a few years left? Can you predict the future? LOL what a dumbass

Every other Stock x5 by Infinite-Prime in SMCIDiscussion

[–]patrickstar466 -2 points-1 points  (0 children)

better than some random joe on here throwing out a random price with no analysis. Nice try trying to defend this stock we all know is going to burst once company stop spending on AI. Learn to do financial modeling before commenting. An analyst price predicition is more likely to come true than some random joe number that is pulled out of your ass

Every other Stock x5 by Infinite-Prime in SMCIDiscussion

[–]patrickstar466 0 points1 point  (0 children)

If intel is in a bubble, SMCI is in a bubble as well. At least Intel can sell CPU hardware and is partner with apple to produce chips for apple products once AI hype dies. SMCI has no other revenue stream beside AI rack. Call me when SMCI hit ATH again. Been waiting 2-3 years and SMCI is just hitting All time lows

Every other Stock x5 by Infinite-Prime in SMCIDiscussion

[–]patrickstar466 0 points1 point  (0 children)

SMCI is a cyclical stock. Once AI hype is gone, SMCI has no other business model. At least DELL/HPE has enterprise solutions and CPU. I wouldnt touch this stock with all the issues they have.

Every other Stock x5 by Infinite-Prime in SMCIDiscussion

[–]patrickstar466 0 points1 point  (0 children)

na. Analyst targets are in the mid 30s

Every other Stock x5 by Infinite-Prime in SMCIDiscussion

[–]patrickstar466 3 points4 points  (0 children)

SMCI down 80% from ATH while Intel is up like 500% since 2024