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Started By
Message
re: Super Micro Computer - SMCI - finally had a day
Posted on 2/15/24 at 9:25 am to slackster
Posted on 2/15/24 at 9:25 am to slackster
quote:
$932 pre market. Beyond insanity.
quote:
PATRICK SEITZ
09:52 AM ET 02/15/2024
Data center specialist Super Micro Computer (SMCI) rounded up another bull on Thursday, as BofA Securities initiated coverage of SMCI stock with a buy rating and 1,040 price target.
quote:
"We think this provider of server and storage solutions will be a beneficiary of AI-driven demand growth (over 50% of revenues now tied to accelerators like GPUs)," BofA analyst Ruplu Bhattacharya said in a client note. "We believe the market for AI servers is much larger than is factored in Street models."
Bhattacharya says the market for AI servers is forecast to grow at a 50% annual clip over the next three years. Supermicro is poised to take market share in the segment, he said.
Any AI blip, and this baby is going to crash hard.
1
Posted on 2/15/24 at 12:07 pm to DarthRebel
It’s within 10% of what I believe is the most aggressive price target on SMCI on the street. 
Posted on 2/15/24 at 1:05 pm to slackster
Unreal
Posted on 2/15/24 at 2:30 pm to Double Oh
Come on little fella, you can do it
Posted on 2/15/24 at 2:52 pm to DarthRebel
All right though, it has to start going down now.
This post was edited on 2/15/24 at 3:05 pm
Posted on 2/15/24 at 4:20 pm to slackster
quote:I reiterate.
Yeah it’s in some combination of FOMO, short squeeze, and legitimate growth company
3 days and 30% ago…
This post was edited on 2/15/24 at 4:21 pm
Posted on 2/15/24 at 4:51 pm to DarthRebel
I predict a Friday short attack tomorrow
Posted on 2/15/24 at 9:20 pm to deltaland
NVDA earnings on 2-21 could be the end of the AI hype in the short term.
Posted on 2/16/24 at 6:33 am to slackster
Easy to say from the sidelines.
Posted on 2/16/24 at 6:39 am to deltaland
Opening my short position today.
Posted on 2/16/24 at 6:49 am to castorinho
quote:
Easy to say from the sidelines.
What do you mean?
NVDA reiterating their investments in stocks like SOUN in the 13-F sent SOUN up 66% yesterday. To say that AI anything is in a frothy bubble is the understatement of the year. If NVDA is anything but rosy in their guidance, stocks like SMCI are poised for a massive fall.
Posted on 2/16/24 at 8:01 am to I Love Bama
quote:
Opening my short position today.
Oh boy, and poof
This post was edited on 2/16/24 at 8:54 am
Posted on 2/16/24 at 8:53 am to DarthRebel
Collapse might be on - down more than 100 points from intraday highs
Posted on 2/16/24 at 9:19 am to slackster
quote:
NVDA reiterating their investments in stocks like SOUN in the 13-F sent SOUN up 66% yesterday. To say that AI anything is in a frothy bubble is the understatement of the year. If NVDA is anything but rosy in their guidance, stocks like SMCI are poised for a massive fall.
I don't doubt any of that. I'm talking about the timing (next week's earnings)
Posted on 2/16/24 at 9:37 am to slackster
quote:
Collapse might be on - down more than 100 points from intraday highs
This feels like Friday profit taking, it is still up 100 points from Monday. NVDA earnings next week is going to be what really matters probably, as you have correctly stated.
Posted on 2/16/24 at 10:03 am to DarthRebel
This is the end of the ai bubble and the start of the crash
I hope we get trump back
I hope we get trump back
Posted on 2/16/24 at 10:28 am to castorinho
quote:
don't doubt any of that. I'm talking about the timing (next week's earnings)
I’m not touching what has become a meme stock for the most part. If that’s what you meant as being on the sidelines/timing a short, I’m guilty as charged.
Posted on 2/16/24 at 10:34 am to el Gaucho
quote:
I hope we get trump back
Well Putin wants Biden, so we are getting Biden. It has been established Russia controls our elections
quote:
This is the end of the ai bubble and the start of the crash
Posted on 2/20/24 at 4:27 pm to DarthRebel
After a brutal end of last week, little fellow took another one to the chin this morning and fought back.
I am rolling with just 23 shares now. Bring on tomorrow.
I am rolling with just 23 shares now. Bring on tomorrow.
quote:
Super Micro Computer (SMCI) stock is in the red ahead of Tuesday's market close. Rosenblatt Securities Analyst Hans Mosemann has raised the price target on Super Micro shares to $1,300 while maintaining its Buy rating.
Yahoo Finance Live examines Super Micro Computer's stock movements ahead of Nvidia's (NVDA) fourth-quarter earnings expected out tomorrow, Wednesday, February 21.
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