@@WORLDCITIZEN2004 You want to buy a company ran by a CEO doing the kinds of things SMCI is doing? I can't understand the mindset...this isn't a everybody is fearful so be greedy situation - it's basically a fraudulent business seemingly. I mean go ahead and fund him & his brother's ponzi scheme if you want but I'd say stay far away!!!
Former 25 year Dell field sales engineer here. I sold gear to data centers aka servers/storage and networking. When I was there, we never feared SuperMicro because even though they kicked our butt getting new technology out faster, most fortune 500 companies needed consistency and product roadmaps that were locked down. Dell is ready for Blackwell. They have backlog and that will result in good earnings. Plus, with all the WFRs they are stream lining their business internally. Only time will tell of course on the stock price.
great info. we used Dell servers in the huge transportation company i worked for. the service was fantastic. we as local techs, never really had to deal with servers after we migrated to dell.
I feel it's exactly what you said somewhat quickly in passing regarding blackwell with respect to NVDA where revenue estimates will consolidate to a tighter range once we see the Q4 earnings of Blackwell. I feel the large variance in estimates is because we haven't seen a full quarter with blackwell sales to account for yet but everyone knows that is coming soon and like you said Q3 won't give a full picture but Q4 will...then probably revisions will happen again and tighten up all those spreads...it's what I think.
Could watch your videos for hours, thx man 😊 would be interesting to see analysis on some other stocks like pltr, adobe, now, intu, maybe some cybersecurity stocks
"CEO Charles Liang issued a letter to customers and partners in which he called the Hindenburg Research report “misleading.” He also said that the delayed filing with the Securities and Exchange Commission won’t have “any material changes in our fourth quarter or fiscal year 2024 financial results.” -well here you go.... its all settled now !!!! 🤣😂
I think the move will be spinning out the foundry business into its own company. That means the Government can still supply the grants, but the company stands on its own. Possibly Intel keeps a small stake, but it'd be better if they completely separate the two as competitors to Intel will always be hesitant to work with them on the foundry side.
@@EquityEmpireResearch Looking at it from the foundry side. It would seem to me, spinning them off would make an unprofitable division even more unprofitable. Only supported by government funds. Disaster in the making in my view. On a different note, your pod cast was absolutely brilliant. I have subscribed and will read frequently.
Hello Colin. Greetings from Taormina, Sicily. Always enjoyed your videos. ❤ Recommended your channels to a young couple from Berlin. 😂 Traveling is almost over. Back to CA soon.
US govt is short sighted with jsut $8 billion for intel, how do you think the Samsung, Hynix, TMSC became the top foundry, it all their govt supports & subsidies because the their govt want them to be no#1. Every single govt in Southeast Asia is in spending huge sum to try to attract investment in foundry. US companies like to split, dice, layoff, reverse SPAC to enrich management and shareholders that is why there is no Motorola or Lucent to make 5G equipments. Well china is no#1 in 5G thanks to govt support, now they more likely beat everyone in 6G with govt support.
Colin! You are simply the best, thumbs up for you again. You clearly point out that these idiots on RUclips do not know what they are talking about, I could not have said it better. I compare you to Peter Lynch. Anyone new to this channel should subscribe and always give a thumbs up and most of all pay attention. Thank you for your excellent advice!
SMCI once traded nearly 1200 for the share & had negatice revenue? 🤣 Seems like they are embezzling money. Why should they even be valued at $150? At this point they are uninvestable. NVDA trades for $120? They produce $30 bn + actual quarterly revenue???? Wtf is happening right now in the world 😂
LOL... $150 trash that you mentioned might become true. After the stock splitting 10 to 1, it will gain the value down the line and eventually, it will become $150... Good call on price aside from calling it trash 🙂
Thanks for watching! My TEL is broken down into 3 sections.十1(332), then 233, finally 3293. I'm available for a 1-1 convo. I'll be expecting your chat🔔📈
I also wanted to come back to say your SMCI segment felt like watching a segment of suits or mad men how you broke it down so precisely. Maybe you should study for the bar on top of the series 65! And we gotta have a moment of silence for our friend who said he put what was it 700k of his mother or grandmother's inheritance all in to SMCI or something you reposted before...yikes yikes yikes.
Intel's problem is they have massive expansion without the proven technology to compete with TSMC. For foundry customers only pay top dollar for the higher nodes with decent yields. Owned Intel years ago and finally sold out due to numerous delays in their technology roadmap. I lost confidence in their management.
Thanks for watching! My TEL is broken down into 3 sections.十1(332), then 233, finally 3293. I'm available for a 1-1 convo. I'll be expecting your chat🔔📈
When they say sell, buy, when they say buy, sell. Fear when others are greedy be greedy when others are fearful. But the accounting fraud, if it's true, is bothering me.
Thanks for watching! My TEL is broken down into 3 sections.十1(332), then 233, finally 3293. I'm available for a 1-1 convo. I'll be expecting your chat🔔📈
Whenever I'm in this situation I pick a max loss I'm willing to accept - I put my stop there and let it ride. SMCI still is a good business but they have a lot of work to do.
I wouldn't sell it unless you need money and are scared you might lose everything. SMCI has excellent products and is cheaper compared to competitors. When everyone was shutting down or not investing in Liquid cooling, Supermicro was investing in it. Now, Blackwell and AI solutions would most likely require LC, and Supermicro is ahead of its competitors from that point of view. Their Building Block solutions make it easier to integrate. Hindenburg is a short seller, and of course, they are going to come up with the article to invalidate SMCI so they can make money. Personally, I am still bullish on SMCI stock.
P.S. Sorry to see your post being hijacked by promoters of yet another "guru". Such is life, but your good work will be appreciated by those who value such endeavour.
Very informative but rather repetative - too much jumping around the same screenshots. Could be condensed into 20 minutes. Overall, a commendable, no-nonsence content but delivery can be more polished. Thank you for your effort. I just subscribed.
Got any good news? 1) NVDA is doing great…. Shorts wanted greater. The Blackwell delay was a nothing burger, already fixed with a new mask. 2) SMCI is getting pressed a second time for sloppy financials. Hope Hindenburg comes up empty handed. 3) Intc their big hope is becoming a decent US based foundry… splitting off the good parts, doesn’t leave very much left… Estimates have meaning… Stock splits have value… Even though they don’t technically have any value over time…. 😃 Did SMCI’s CFO jump ship yet?
So basically you think you called it when SMCI was 450$ and you said it’s 150$ trash! Not sure who are you fooling, you missed a 145% rally all the way to 1200$.And I think you will miss a second rally again as usual
Thanks for watching! My TEL is broken down into 3 sections.十1(332), then 233, finally 3293. I'm available for a 1-1 convo. I'll be expecting your chat🔔📈
You are God saver for small investor like me ..guidance and well put facts and analysis really make me think what's good and bad company and investment. Otherwise repeatedly get caught by main stream wall street mapia. God bless you
Thanks for watching! My TEL is broken down into 3 sections.十1(332), then 233, finally 3293. I'm available for a 1-1 convo. I'll be expecting your chat📉🔔
Your analysis on the company is good, your naivety on how a country is run is off the charts though. You seriously think a country only runs from the president and the vp? You can't be that dim.
@@EquityEmpireResearch not what you said. You said the country isn't being run. It's called delegation. Departments and states. You're not a dumb guy. Come on.
![I.N "HALLUCINATION" | [Stray Kids : SKZ-PLAYER]](http://i.ytimg.com/vi/n5B5q1Hwt_U/mqdefault.jpg)
Colin with another strong video! SMCI got put in a body bag!
@@WORLDCITIZEN2004 You want to buy a company ran by a CEO doing the kinds of things SMCI is doing? I can't understand the mindset...this isn't a everybody is fearful so be greedy situation - it's basically a fraudulent business seemingly. I mean go ahead and fund him & his brother's ponzi scheme if you want but I'd say stay far away!!!
Appreciate you on warning us about SMCI long time ago!
I did buy some at 410 this week which I sold at 440 the same day as it’s not worth the gamble.
Colin, all I can say is Thank You. Thank You. Thank You. Fantastic information!
Thanks for watching!
Former 25 year Dell field sales engineer here. I sold gear to data centers aka servers/storage and networking. When I was there, we never feared SuperMicro because even though they kicked our butt getting new technology out faster, most fortune 500 companies needed consistency and product roadmaps that were locked down. Dell is ready for Blackwell. They have backlog and that will result in good earnings. Plus, with all the WFRs they are stream lining their business internally. Only time will tell of course on the stock price.
great info. we used Dell servers in the huge transportation company i worked for. the service was fantastic. we as local techs, never really had to deal with servers after we migrated to dell.
Good info, thank you.
That’s why I never missed your videos… very informative & support with data… ❤❤❤
I appreciate that
I feel it's exactly what you said somewhat quickly in passing regarding blackwell with respect to NVDA where revenue estimates will consolidate to a tighter range once we see the Q4 earnings of Blackwell. I feel the large variance in estimates is because we haven't seen a full quarter with blackwell sales to account for yet but everyone knows that is coming soon and like you said Q3 won't give a full picture but Q4 will...then probably revisions will happen again and tighten up all those spreads...it's what I think.
Great information as always
Thank you Colin ❤
Colin, have you got a short position in SMCI by any chance?
No, I’ve never had a position in SMCI.
We love what your doing thank you for the video!!!!!!
I love when he is getting emotional!
Very strong video indeed. Was AMD aware of this all when they planned their acquisition? Looks like a very strong move now.
Thank you for your videos!
Thank you
When you are making website?
Coming soon, won't be anything too special at first, but should be ready soon.
So is NVDA Donna hit 108 before it goes up?
Could watch your videos for hours, thx man 😊 would be interesting to see analysis on some other stocks like pltr, adobe, now, intu, maybe some cybersecurity stocks
Bought smci at 330 and sold at 1000
Now you can buy at $400 again
Nice video breakdown. Thx
"CEO Charles Liang issued a letter to customers and partners in which he called the Hindenburg Research report “misleading.” He also said that the delayed filing with the Securities and Exchange Commission won’t have “any material changes in our fourth quarter or fiscal year 2024 financial results.” -well here you go.... its all settled now !!!! 🤣😂
THX
Whats INTC going to do with regard to all the government money, if they’re closing down foundries?
I think the move will be spinning out the foundry business into its own company. That means the Government can still supply the grants, but the company stands on its own. Possibly Intel keeps a small stake, but it'd be better if they completely separate the two as competitors to Intel will always be hesitant to work with them on the foundry side.
@@EquityEmpireResearch Looking at it from the foundry side. It would seem to me, spinning them off would make an unprofitable division even more unprofitable. Only supported by government funds. Disaster in the making in my view. On a different note, your pod cast was absolutely brilliant. I have subscribed and will read frequently.
Just discovered your channel, i like what I'm hearing! I just bought intel last week, should i just sell it all and donate it to charity haha.
This info is already known though about SMCI, why would it crash now?
Delaying the 10k means that all info is not known. Restating a 10k is the definition of unknown.
Hello Colin. Greetings from Taormina, Sicily. Always enjoyed your videos. ❤ Recommended your channels to a young couple from Berlin. 😂 Traveling is almost over. Back to CA soon.
Love it! Enjoy Sicily, getting cooler here in CA.
US govt is short sighted with jsut $8 billion for intel, how do you think the Samsung, Hynix, TMSC became the top foundry, it all their govt supports & subsidies because the their govt want them to be no#1. Every single govt in Southeast Asia is in spending huge sum to try to attract investment in foundry. US companies like to split, dice, layoff, reverse SPAC to enrich management and shareholders that is why there is no Motorola or Lucent to make 5G equipments. Well china is no#1 in 5G thanks to govt support, now they more likely beat everyone in 6G with govt support.
great video
Have you got the ticker for the dog manure company? Looking to diversify.
POOP :)
@@EquityEmpireResearch 😂
Colin! You are simply the best, thumbs up for you again. You clearly point out that these idiots on RUclips do not know what they are talking about, I could not have said it better. I compare you to Peter Lynch. Anyone new to this channel should subscribe and always give a thumbs up and most of all pay attention. Thank you for your excellent advice!
Thank you!!!!
SMCI once traded nearly 1200 for the share & had negatice revenue? 🤣
Seems like they are embezzling money. Why should they even be valued at $150? At this point they are uninvestable.
NVDA trades for $120? They produce $30 bn + actual quarterly revenue????
Wtf is happening right now in the world 😂
LOL... $150 trash that you mentioned might become true. After the stock splitting 10 to 1, it will gain the value down the line and eventually, it will become $150... Good call on price aside from calling it trash 🙂
Thanks for watching!
My TEL is
broken down into 3 sections.十1(332), then 233, finally 3293. I'm available for a
1-1 convo. I'll be expecting your chat🔔📈
I also wanted to come back to say your SMCI segment felt like watching a segment of suits or mad men how you broke it down so precisely. Maybe you should study for the bar on top of the series 65! And we gotta have a moment of silence for our friend who said he put what was it 700k of his mother or grandmother's inheritance all in to SMCI or something you reposted before...yikes yikes yikes.
Intel's problem is they have massive expansion without the proven technology to compete with TSMC. For foundry customers only pay top dollar for the higher nodes with decent yields. Owned Intel years ago and finally sold out due to numerous delays in their technology roadmap. I lost confidence in their management.
The U.S. needs intel to succeed in building its own chips for military and governmental strategic purposes.
Thanks for watching!
My TEL is
broken down into 3 sections.十1(332), then 233, finally 3293. I'm available for a
1-1 convo. I'll be expecting your chat🔔📈
The longer these videos are the better
🎉
SMCI on sale baby stock up😂
When they say sell, buy, when they say buy, sell. Fear when others are greedy be greedy when others are fearful. But the accounting fraud, if it's true, is bothering me.
Thanks for watching!
My TEL is
broken down into 3 sections.十1(332), then 233, finally 3293. I'm available for a
1-1 convo. I'll be expecting your chat🔔📈
My first time listen
Thank you!
now we know why Elon said something to the effect 'you need AI servers, Dell is your go to company'
The CEO should be responsible with financial reports to the investors. Cooking the books like WorldCom? Jail time?
Damn. Should we sell whatever SMCI we bought? I’ll take a big loss if I sell it now. 😢
I bought the dip. I can't see it trading this cheap with stock split October 1st 10 for 1
Whenever I'm in this situation I pick a max loss I'm willing to accept - I put my stop there and let it ride. SMCI still is a good business but they have a lot of work to do.
I wouldn't sell it unless you need money and are scared you might lose everything.
SMCI has excellent products and is cheaper compared to competitors. When everyone was shutting down or not investing in Liquid cooling, Supermicro was investing in it. Now, Blackwell and AI solutions would most likely require LC, and Supermicro is ahead of its competitors from that point of view. Their Building Block solutions make it easier to integrate. Hindenburg is a short seller, and of course, they are going to come up with the article to invalidate SMCI so they can make money. Personally, I am still bullish on SMCI stock.
P.S. Sorry to see your post being hijacked by promoters of yet another "guru". Such is life, but your good work will be appreciated by those who value such endeavour.
Very informative but rather repetative - too much jumping around the same screenshots. Could be condensed into 20 minutes.
Overall, a commendable, no-nonsence content but delivery can be more polished.
Thank you for your effort. I just subscribed.
It went way up 🆙 now it’s coming wayyyy back downnnnn
thank you awesome video! enjoy football day :-)
PUT 400 SMCI 1WEEK
Got any good news?
1) NVDA is doing great…. Shorts wanted greater. The Blackwell delay was a nothing burger, already fixed with a new mask.
2) SMCI is getting pressed a second time for sloppy financials. Hope Hindenburg comes up empty handed.
3) Intc their big hope is becoming a decent US based foundry… splitting off the good parts, doesn’t leave very much left…
Estimates have meaning…
Stock splits have value…
Even though they don’t technically have any value over time….
😃
Did SMCI’s CFO jump ship yet?
So basically you think you called it when SMCI was 450$ and you said it’s 150$ trash! Not sure who are you fooling, you missed a 145% rally all the way to 1200$.And I think you will miss a second rally again as usual
It was $800. And $150 might be generous.
Good luck with that.
Ich bin neugierig, wer hier Recht behält 😊
nvdia ceo made smci benefit
Thanks for watching!
My TEL is
broken down into 3 sections.十1(332), then 233, finally 3293. I'm available for a
1-1 convo. I'll be expecting your chat🔔📈
$SMCI coming $800 soon, Wall Street is not about Fundamentals and Rules, It`s about which kitty will Roar Empty Stomch ???
Possibly in the short run, but long term the fundamentals play out.
Nvidia is a cyclical business and at some point the huge chip spending will go down again. I think it will be at the end of next year.
wow you got a chip on your shoulder. might get some art up on the walls it will improve your mood
It's just business, never personal.
70 - 75 for NVDA the chart says it all. Then back to 130 Q1-2025 after the election and Trump trashes Kamala the HO HO.
You are God saver for small investor like me ..guidance and well put facts and analysis really make me think what's good and bad company and investment. Otherwise repeatedly get caught by main stream wall street mapia. God bless you
Great to hear, thank you!
I lost a lot with smci, is there any illegal practice with financial report? Or any lawsuit ?
There will likely be many lawsuits, attorneys live for this type of high profile mess ups.
wow !! you always bring it dude.... excellent content. I hope Elon hires you when he goes in and trims out government waste...
Hall Frank Jones Robert Taylor George
Thanks for watching!
My TEL is
broken down into 3 sections.十1(332), then 233, finally 3293. I'm available for a
1-1 convo. I'll be expecting your chat📉🔔
IT'S NOT THAT GIGANTIC NEWS LOL
Wish know this earlier. Crook CEO and crook family! Should there be any lawsuit on this crook behavior?
There will likely be numerous shareholder lawsuits, I'd be surprised if attorneys weren't soliciting shareholders already.
I thought the reason smci isnt filing its 10k on time was specifically to go through their financials as a result of the Hindenburg report
Sounds like they need more time to either cook the books more or uncook them a bit so they dont go to jail.
Your analysis on the company is good, your naivety on how a country is run is off the charts though.
You seriously think a country only runs from the president and the vp?
You can't be that dim.
Leadership matters.
@@EquityEmpireResearch not what you said. You said the country isn't being run.
It's called delegation. Departments and states.
You're not a dumb guy. Come on.
DELL !! A great operator with excellent transparency and fiscal strength.
and no profit before covid...
dell is better too much than this shix
Gona short smci to 150 trash 😂
@@WORLDCITIZEN2004 cooking the books the payn 3rd party companies hmmm
@@JK-vb6ju The guy is living in another planet don't mind him lol.
@@JK-vb6ju The company already came out to say why they need more time for filing the 10K, They said no change for the earning.
I think SMCI will go back to $50...
piggy😂