Super Micro CEO Sees Market Gains Amid Huge Stock Rally
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- Опубликовано: 22 май 2024
- Super Micro shares whipsawed in volatile trading Friday, threatening to derail what had been set to be the server maker’s best week on record. Super Micro Founder, President and CEO Charles Liang joins Ed Ludlow and Caroline Hyde to discuss why he believes the company can gain more market share and are able to support up to $25B of revenue. He speaks on "Bloomberg Technology."
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I can't see a major difference between SMCI, Dell, HPE, and NetApp. I only see that SMCI's relationship with NVDA & AMD is better than their competitors.
SMCI builds AI specific servers, while others build general servers and PCs.
One major difference,SMCI has its own production line.
Peter lynch know what your buying this is research.
same. I also try to look for their AI server peformance benchmark comparison, but there is no expected result. SMCI has low profit margin% (only around 11%). I doubt SMCI has big revenue growth all because SMCI has far lower pricing than other server providers. To be honest, I work in IT industry, DELL and HPE are better server providers in terms of reputation.
@@onionking233 this is not true. When you look at the Nivida public announcement, Nivida has other AI server providers.
I made a big realized win here, thank you Mister Liang!
SMCI was trading at $30-$40 for many years. Good for SMCI
Many years = 1 year apparantly.
SMCI first broke $30 in november of 2020, and broke $40 in october of 2021
I owned them at $12😂😂😂😂
❤, a true humble leader, unlike the local braggers with littile roast here in CA😂😂
Taiwanese people are usually humble
Legend of Super Micro🤩 😅❤. I made some good money on this stock. Mr Liang thank you for a great company performance and business growth.
Charles, we love you❤
will smci jump next week?
@@wafflecat711 Yes, it will!!
7:47 he said it Supermicro is #1 !! And said especially in the USA!!!
Thank you for the accounting violations question
A graphics processing unit (GPU) is an electronic circuit that can perform mathematical calculations at high speed. Computing tasks such as graphics rendering, machine learning, and video editing require the application of similar mathematical operations on a large dataset. GPUs are popular chips for blockchain and other emerging applications. They are increasingly being utilized for artificial intelligence and machine learning. Supermicro has also introduced the highest density server in the industry, leveraging NVIDIA HGX H100 8-GPU systems in a 4U liquid-cooled system and utilizing Supermicro's latest liquid cooling solution.
SMCI WILL INCREASE AGAIN
I unloaded all my SMCI at 820s today, made a pretty good profit in couple weeks. Waiting for more pull back and jump in again.
what do you think is a fair price for it
it will attain 1000 again, just wait for NVDA earnings coming out
Same
@@yayaya763Same here
I think you sold near the bottom 😂
there are 5 or 6 firms making servers for NVDA -- what makes SMCI special or different ?
I think this video crashed the stock price from $1080 to $799 lol 😂
Maybe but it was morneprofit taking to consolidate the stock which is good
I got lucky and sold at market open.
Better to be lucky than to be right.
Lucky, some lost tens of thousands …
Lucky, I got up couple hours late and sold it @860!
I told my buddy a lot of stocks correct at milestones like 1K or multiples of 100 the day before the stock fell, then didn't take my own analysis seriously. $18 put options went to $3600+ that day. 🤦
Lucky? The stock climbed another $230 after you sold.
Read the tea leaves. Starting at 3:00 he gives a strong hint about Nvidia, he's hoping more chips will be available. : )
Yup you spotted that golden nugget of info hint he dropped during that conversation 😊. There more skin in the game the SMCI party ain't over yet.
WOW! Great catch!
I’m sorry, can you explain to me the chip issue? Thanks
Not enough chips. Nvidia is selling more than it can make. This is a GREAT problem to have.@@Johna197529a
Supermicro is like the CMG of AI servers. They're cheaper (than Dell/HPe = Sit down restaurants) but READILY available, and they work! They work closely with GPU vendors and bring products to market at lightning speed vs the staid/slow old vendors. Sure, the tradeoff is quality and support (greasy tasty CMG menu). AI = All about scaling the infrastructure to come out with the next LLM and there's an arms race out there. SMCIs rise is not at all surprising - its going the same route as CMG.
Excellent analogy
This is a hit piece!😤
Does anyone find this guy not answering the interviewer’s questions at all?
Dude ...he has options due to be exercised by him when the stock hits 1100. And ur asking if hes fairly valued
Where did you see that?
whoops just missed it
SMCI DOWN 20% IN A SINGLE DAY
Using Supermicro application-optimized servers with NVIDIA GPUs makes it easier to fine-tune pre-trained models and for AI inference solutions to be deployed at the edge where the data is generated, improving response times and decision-making.Edge computing revolutionizes businesses by offering significant cost efficiency and bandwidth optimization advantages. By processing and filtering data at the edge, only the most relevant and valuable information is transmitted to the cloud or data center, reducing bandwidth requirements and associated costs.
Please do your research; this should not be considered financial advice.
Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market in 2024?
there is no safe option but check msft, it is slow but good
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
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Super Micro's large size and scale in providing full rack solutions and AI systems for accelerated platforms for data centers is a huge competitive advantage. It has the first-mover advantage of partnering closely with the AI, GPU market leader and innovator, Nvidia.
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She bangs! She bangs!
SMCI is the pioneer of GPU servers with customisation abilities, which is needed for AI. That sets them apart from Intel & HPE
For God's sake, they don't build GPU. They just assemble server. Their product can be copied. Moat is narrow
@@hnguyen6832no one says they build GPUs. And if they "just" assemble, with narrow moat, why not u go do it too? "Just" assemble. Just "copy". Simple as u cleverly said.
@@hnguyen6832 They have had a longstanding 30-yeear relationship with AI chip makers like NVDA and AMD. If some random guy asked your girlfriend or wife for a back massage what are the odds that random guy gets one without a relationship? Nearly zero. That's the moat.
Mr. Liang, you are so knowledgeable in AI and computers. 30 years in America and still speak with a heavy accent. I know you have a lot to say, and I doubt I could speak Mandarin without an American accent. Your presentation would be more effective by pronouncing a few words more clearly, such as "general revenue, product, deliver, plug and play, enable, system level". No disrespect, but you are already 90% there. I am not an English coach, or language instructor, just a good listener and friend. You know that old saying "you can't teach an old dog new tricks" maybe you can break that mold, like so many new inventions you have already brought to the US market. Be well.
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SMCI doesn’t lack of chips. Mr. Liang is too humble. Actually SMCI is too strong in market driving which is much much stronger than the power of chip supply. Too outstanding should be the correct description for SMCI.
Why didn't SMCI's CFO raise some capital during this rally is what I want to know
Good call. It happened.
@@RajDeelishI'd raise $10B at these levels if I could and park them in treasuries
this guy is a billionaire now
SMCI CEO owns enough stock to be a Billionaire many times over.
He is really not answering questions at all.
Too bad, it has been DUMP by TOO MUCH PUMP> the substantial book value just yesterday
Probably should check his current stock price trend.
Low Float,only 30 million ? shares,can go up fast
“I can’t say perfect in accounting concern.” I smell a rat.
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This can pull back to 600s and take off to 800+ again if NVIDIA shows demand
That's a stupid comment. THERE IS DEMAND!
Would you buy more Nvidia stock or Super Micro stock?
both but more NVDA
Dude was looking up at his monitor knowing he is losing billions as the stock is tanking while he speaks. Ouch
National security threat?
lol
The integration of AI and Blockchain is essential for businesses as it improves efficiency, transparency, and security. AI enables intelligent automation, while Blockchain guarantees a tamper-proof and decentralized transaction record, promoting trust and innovation. Blockchain technology offers a promising solution to address the limitations of traditional data centers. By leveraging blockchain, data centers can enhance scalability, security, and data integrity while reducing costs and environmental impact.
so you think smci is a good buy here ?
I will hold the stock for the long term. Nvidia's earnings announcement is coming out next week. You can use the following tools to form your own opinion about performance and fundamental metrics:
- Macrotrends
- Market Chameleon Screener
- Barchart All-Time High
- Alpha Spread
Please do your own research; this should not be considered financial advice.
ok, unfortunately I bought yesterday before the dip but I thinking of buying more. what else do you have in your portfolio related to Ai ? palantier?@@user-oc6wv4gj1j
That's my quant guy. he doesn't speak english. Only AI english generated with servers as a fake wallpaper - Big Short 2027
It's crashing now lol
Iam Nolan Lazo mansos top global broker Philippines iam holding Microsoft corporation common stock MSFT Nazdaq
Simply overpriced for a sound business. I am out
rally is only explained by chinese traders and fund managers divesting from Chinese stocks to the us and rotating between markets, and the correction will be hard on USD as soon as yields go down
This guy doesn’t exactly scream confidence and compliance lol
And smooth talking CEOs like Enron and Worldcom did? I’d like sell you a bridge.
Bro looks like he runs a backhouse casino
Your girl looks like she works the backhouse casino. Happy Ending Hanna. 😅😂
this guy gives me "rural chinese villager who came to the big city for the first time" vibes
He came, he scammed big city folk
That actually is his real story.
Can you wear a leather jacket next time pls
Terrible interviewée
oh wow i didnt know it was a chinese company!
Clearly you didn't watch the full interview
Charles is a Taiwanese American just like Jensen Huang, he is not chinese。His company is American company!
@@hsuanting naw he has chinese accent so he grew up there and migrated what a cpl decades ago
@@calmdown.8213 Taiwanese and Chinese people both speak Mandarin so their accents are quite similar.
Taiwanese is not Chinese
Not busting balls but to have that heavy of an accent after living in good 'ole USA 30 plus years is kinda funny. SMCI will take a run at a double top. Lots of upcoming institutional presentations next month. This is the first shakeout to get rid of weak hands. Blackrock and Vanguard.......Who knows what they will do..........
You sound like an ignorant American! Actually, most people establish their accents while in their teen years and will have a hard time changing their accent in later years. Unless one grows up with English native speakers around, it is quite hard to acquire the standard accent. This CEO clearly is not your typical North American CEO, but grew up in Taiwan and has the entrepreneur spirit, just like an American. This is a company in business for 30 plus years, so don't judge their capabilities based on the CEO's accent alone. I didn't hear anyone discussing about Elon Musk's accent or other Indian CEO's accent at all, so why would you discredit a company based on the CEO's accent!
I am SOOOOOOOO FREAKING EXCITED! I just put $10,000 into this thing -- looking at the current chart, i should be able to retire by the end of the year! DEFINITELY ny next June. Just extending the chart shows a value of $5,000,000 to $10,000,000 -- and beyond!!! This should be #2 market cap in the world, after NVDA #1 -- NVDA market cap of $10T (like Cramer guarantees)...this will be a close second around $9.5T...heck, it may even pass NVDA! GH FINALLY! My ship has come in!!! Nothing more to do now ut wait and plan -- already looking at houses in the islands. Maybe a private jet. Easiest money EVER!!! WOOPHOOOOOOO! LOVE AI! LOVE IT -- CHANGED THE WORLD AND MY LIFE!!! HECK, I'll probably hold.... market cap of $25T seems easy in 5'ish years! 😎👍🚀
The bitterness of this sarcasm conjures up images of a small man jerking off alone in his one bedroom apartment.
Oh come on! This is just a pump like GME, this company cannot live up to any of the hype. Nothing this guy says here is convincing otherwise.
$14 billion in revenue be years end
Gamestop was a money losing business. The writing was on the wall.
This FOB always says the same fucking script... has no idea whats going on...
Some country would stay poor forever because their intelligence to understand new thing lol
this company is a scam lol
This conpany sounds like a Scam
Its a big company lol
what an ignorant fool, SMCI has been around for decades and its insanely profitable firm with this AI boom... enough said.
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Zero chance this is legit and 100% chance this guy is in jail within 3 years
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