Super Micro Computer Inc (SMCI) Options

LOL....Schindler's List with shorts??

Well rumors of great earnings. I thought "rumor" was more pleasant than "fraudulently reporting".
I bought this stock back in '23. It looked promising and overperformed greatly obviously. But so did Bernie Madoff.....until he didn't.
I hope all the "positive rumors" are accurate. This shows a FP/E of around 10 currently. I hope this "rumor" is correct.

Starting to like you a lot. You are a good person. But, maybe Schindler's List with the shorts.

<< This company has run wild due to rumor. >>

What rumor?

This company has run wild due to rumor.
How come, when a rumor makes a stock rise, its believable.
But when it falls back due to rumor it should be ignored?
Until all the financials are verified, this stock is overvalued.
It's basically Schrodinger's Cat.

It is going to be a race between countries and rivals, who has the best and the baddest Artificial intelligence data centers. With Elon and NVD*A at the helm and everyone else in the mix, these tech companies, such as, SMCI will virtually be unstoppable.

https://www.cnbc.com/2025/01/12/britain-wants-to-become-global-ai-leader-build-domestic-openai-rival.html

Very likely all filings will hit the wires at the same time on the dead line, including year end results. See here, this was issued February 2nd of 2024 for year end 2023.

https://www.otcmarkets.com/filing/html?id=17232043&guid=z20-kqt7kDw7h3h

https://finance.yahoo.com/news/trump-sparks-20-billion-data-173716171.html

That's a speculation, I know, I read that, it hasn't been confirmed or denied by either X, Elon nor HPE. Just like the rest of the speculation that surfaced, about Evercore. Unless HPE issues a press release that they got that contract, it is still speculation. They did however issue a press release a while back that they got the One Billion in contract, either this just rehashed again based on the old news or this is a new contract.

HP did just get a recent $1B contract with xAI, but it didn't give any specifics on the # of GPUs, racks, etc.

https://www.reuters.com/markets/deals/hpe-secures-1-bln-ai-server-deal-elon-musks-x-bloomberg-news-reports-2025-01-10/

For comparison, SMCI probably received between $2.5B to $3.5B for installing the 100,000 GPUs at xAI.

It looks like Elon is just "spreading the wealth" (so to speak) between SMCI, Dell, and HP. He gave the 1st award to SMCI, the 2nd to Dell, and now the 3rd to HP.

That job opening is for a "Senior Manager, SEC Reporting" (which isn't a CFO).

https://jobs.supermicro.com/job/San-Jose-Senior-Manager%2C-SEC-Reporting-Cali/1222769800/

The general market was bleeding huge on Friday, that was somewhat helped drop SMCI from the peak, but what also helped it drop further was an apparent rumor and it was not backed up HPE with the contract for ONE BILLION Dollars from X (Formerly known as Twitter), neither company commented on the rumors, but I also later found out that this contract was issued a while back, I think it was the news a while back was just rehashed to make people sell. SMCI was strong on bloody red day.

"Question, why wouldn’t HPE announce/press release a huge ($1,000,000,000) deal like they announced that € 250 million deal at Leibniz?

I have a hard time trusting the report considering the source and their history of fake news. Super Micro is already embedded in xAI Colossus. As well as building a facility in Memphis to support the expansion and that news was in December too. And SMCI’s orders from xAI was for $6,000,000,000."

It should get filled in two weeks the latest.

Agreed, this David Weigand person has been with Supermicro for a while now. I believe you hit it right at the nail, they just need to file the 10K and two 10Q's to get the ball moving and the inevitable CFO, Weigand was probably the director that just replaced on the 7th so he knows the company all too well. We just need the general market to cooperate in the coming days and weeks and the audit report to hit the wires.

I looked over the hiring side of the website yesterday, the position for CFO only has been listed on the site on January 9th of this year. Sure has taken them long time to list that position.

<< Is director of Finance the same thing as Chief Financial Officer? >>

No, they are separate positions. CFO is a higher position. The CFO reports directly to the CEO and a Finance Director reports to the CFO.

I don't think that the CFO position is that big of a deal. The current CFO, David Weigand, is still serving and will serve until they find a new CFO.

The elephant in the room is the financials. They just need to file the annual 10-K. If they can get that done in the next few weeks, then the share price is going to take off.

Is director of Finance the same thing as Chief Financial
Officer?

If what is true?

Let me correct myself, their cash went up 5 folds compared to the year before that, which was 2.1 billion dollars in 2024 compared to 440 million dollars in 2023.

This is where you need to look, not yahoo finance. Their cash went up 5 folds compared to last year. 2.1 billion dollars compared to 440 million dollars, that's assuming they haven't altered those numbers.

https://www.otcmarkets.com/filing/html?id=17511383&guid=os0-ka6h1Qxmh3h


\

Thanks Webslinger for sharing that information. Yeah, it doesn't look like it could be the CFO, the salary could be low for that position.

Nothing to worry about.

Those figures came before they pre-paid the loans to both Cathay Bank and Bank of America.

Dell Technologies (DELL) has a total debt of $25.99 billion.

HP Inc. (HPQ) has a total debt of $9.67 billion.

Amazon (AMZN) has a total debt of $135.61 billion (as of December 4, 2024).

Microsoft (MSFT) has a total debt of $97.85 billion (as per the latest financial reports).

Alphabet (Google) (GOOG) has a total debt of $26.92 billion (according to the latest financial reports).

Super Micro Computer, Inc. $SMCI Total Debt (mrq) $2.17B Book Value Per Share (mrq) $9.32

Here is the posting on LinkedIn:

https://www.linkedin.com/jobs/view/director-finance-at-supermicro-4118797341/

Here is a link for the image:

https://jobs.supermicro.com/job/San-Jose-Director%2C-Finance-Cali/1248349500/

If this is true, we should hear about the CFO sometime next week.

I can't confirm this, went to their website to look, but couldn't not get into that page.

The idea that Dell could be shorting SMCI is not too far fetched, anything is possible in this arena. Main competitor. Did you know that Bill Gates lost over 2 billion dollars just lately shorting TSL*A. The idea that Ernst and Young was helping their short buddies is also not too far fetched. This is a very dirty business, timing is everything.

Relatively low volume today, I think the tradable float could get locked with another 60-70 million volume in one day alone, the rest will be history.

The big boys controlling this, not retail, when they are ready, it will blast through 40....50.... All we can do now is wait and buy the dip, they love this channel trading, get as much traders out of position as possible especially way out of the money calls. Highly likely things will happen when you least expect it. Filings very likely will be the last minute to seconds down to the wire February 25th.

This one has too many flippers, look at out other one NBI*S scoring at least a 7% bloody red day, this looked great in intraday but lost its momentum, besides the manipulation, there is much success getting the flippers out. I still expect something from management about the CFO next week.

Too many flippers waiting for the mega news.

It is the old chicken or the egg. Is the channel formed by the trading or the channel formed in response to the trading? In 25 years, I've never determined. It was enough to know it's reliable for trading

Here is keeping fingers crossed for CFO press release sometime next week.

It's done on purpose to kill the way out of the money calls.

Very interesting on a bloody day like today, both SMCI and NBI*S are in the positive almost running parallel percentage gains.

This stock is trading in a channel. It REALLY needs to get above $49. That channel is narrowing quickly

https://finance.yahoo.com/news/super-micro-begins-shipments-high-183746582.html

Yup. Massive move coming next week, of course tomorrow could be the start of the run to the 40's if the general market cooperates.

Excellent news!

https://finance.yahoo.com/news/super-micro-begins-shipments-high-183746582.html

Cash Loot is getting desperate now.

https://www.supermicro.com/en/pressreleases/supermicro-begins-volume-shipments-max-performance-servers-optimized-ai-hpc

Good news from SMCI today. Hopefully we will hit 35 tomorrow.

Great I sure like the way it trades!
Btw thanks.
SMCI

I expect, accountant PR next week, audit report will drag to the end. So I expect filings to hit the very last day. I don't believe one word about the Christmas time issues with finding an accountant. They have already done their interviews way before Christmas, I believe they are dragging this on to shake out the weak hands.

Pump and dump or dump and pump, I have added couple of 100s more.

Thanks. I agree nothing ever happens during the Christmas season. Im expecting they’ll pull it together.