SMCI stock was on its way to following Nvidia higher this year as it surged 350% in the first three months, Biggest lesson i've learnt in 2024 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
If you're new to investing or don't have much time, it's best to get advice from an expert. Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience, as an early investor in NVDA, AVGO, ANSS, and LRCX, i got burnt really bad while trying to make investment decisions on my own and that ended when i got introduced to a CFA
@@Olsontim21 Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
I think investors should always put their cash to work, especially In 2025, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks next year. Hope to make millions this 2025.
It's crucial to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. You should consider a market expert to guide you.
It's true that many people minimize the importance of advisers until their own feelings burn them out. A few summers ago, following a protracted divorce, I needed a significant boost to keep my business afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing.. I will write her an e-mail shortly.
The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings to about $1M over time?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?
I have a female advisor named Eleanor Bonnici Deskin. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
Hi Joseph! Thanks for taking the time to share your thoughts on SMCI ! I went in pretty heavy a couple weeks ago at $40... a great price at the time, but 2 weeks later, the EY resignation and all the talk of delisting etc, etc.... I did NOT panic sell! With so much talk of "The next Enron" its nice to hear your sane, rationale behind what's going on, Thanks again!!
Every week I'm adding to the underdog in my portfolio, making sure it stays at a solid 10%. Now, with $400k ready to roll, where should I park it to beat the market in 2024?
steer clear of those index funds, mutual funds, and individual stocks for now. I'm putting my money on those 5% fixed incomes as the safest play at the moment. Hold onto your cash until the market starts showing signs of bouncing back. Let's play it smart and wait for the right moment to strike!
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Just gotta give props to LINA DINEIKIENE, my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.
Excellent share, just inputted Lina Dineikiene on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.
Hi Joseph, I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had quarter of a million to create a strong portfolio, which stocks would you choose for better returns?
I think a good portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary advisor for expert advice.
Agreed, despite my rookie knowledge of investing, I have a financial advisor who did the trick in a bit more than 6 months after a lump sum capital of $500k, and I've so far made a fortune. I'm now buying real estates, gold and silver as advised by my FA.
Ive been around the market long enough to know that these ups and downs can still prove to be highly profitable, time and again Ive seen folks use these windows of opportunities to make millions and set up for retirement. I just dont know how they did it.
you'd definitely make a killing as long as risks are calculated and appropriate strategies are implemented, considering the shaky economy and volatile market, you're better off with an investment advisor
mind if I look up your advisor pleas? market crash is a sort of habit now and its undesirable for old timers like myself, I wish to do better with my portfolio, but lack the skillset despite being on-and-off the mkt for 3 yrs...
thanks for putting this out, just did a web search on Karen Lynne Chess, came across her consulting page no sweat, and I was able to schedule a call session with her, I find her valid.
After a headline-making stock market crash last week, if you didn't panic and simply did nothing then you'd be up more than 5% this week. If you are an Nvidia shareholder, you'd be up 11%. That is how the stock market works.
I think the next big thing will be A.l. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advisor until being burnt by their own emotions. I remember a couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across some of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Kenneth Barnett Durham is his name, He is regarded as a genius in his area and works for Empower Financial Services. By looking him up online, you can quickly verify his level of experience. he is well knowledgeable about financial markets.
Seeing a remark regarding my manager Kenneth Barnett Durham is quite energizing. It was just like this when I first met him a few weeks ago. Having started with just 4k about 2-3 weeks ago, I have already made it to 28 k. he is very remarkable!
One of the best analysis for SMCI's current situation! I'd suggest you bring up the balance sheet to show that the company will not go bankrupt therefore wipe out the share holders. Think of the worst case: 1. Delisted, the business is still there, it can be acquired, or new management can be brought in and start over. 2. Book cooked, shave off 20% of the revenue and it is still good business for the price. Lastly, the founder/CEO and his family owns large portion of the shares, they have all the incentives to revive the share price.
NVDA prints money, SMCI makes most of the paper. DCA, DCA , DCA! While I hold DELL and HPE, dell is up 2%. HPE 0.3%, obviously SMCI is still King of servers or otherwise the others would be soaring.
Hindenburg is not a disinterested third party. Neither is the channel as the host is invested with money and to some degree, credibility. I would limit exposure with this in mind. A hold seems fine for now. Selling cover calls in the meantime. Cash flow impact could be irritating, in the near to mid term.
I’ve been hearing a lot about SMIC’s potential for a 10X return, especially with its role in China's push for semiconductor independence. They’ve received significant government support, so there’s definitely potential for growth if they can innovate fast enough
True, but SMIC’s rapid growth and expansion could also be hiding potential risks. With the U.S. imposing export restrictions on advanced technology, SMIC may struggle to keep up with global leaders in chip-making. Plus, the lack of transparency in state-owned or state-supported enterprises often raises red flags
Yes, but SMIC is doing everything it can to circumvent those restrictions and develop its own tech. It has a strategic advantage within China’s borders, with the government willing to inject massive funds. If they succeed, the returns could be exponential.
That’s a good point, but on the other hand, the regulatory environment is unpredictable. Just think of Alibaba’s situation. If SMIC faces any regulatory challenges or financial mismanagement scandals, it could wipe out investor gains almost overnight. China’s market is risky if you’re not on the ‘right side’ of government policies.
From a tech standpoint, SMIC is a long way from catching up with TSMC or Intel, but if they can improve yields on lower-end chips, they can capture a strong domestic market. The question is whether they’re managing all this growth transparently, or if they're at risk of overextending and potentially masking some financial weaknesses
Ultimately, investing in SMIC could mean betting on China’s ability to establish an independent semiconductor industry despite all these obstacles. It’s a high-risk, high-reward scenario. If they pull it off, early investors could see massive gains, but if there’s a scandal or a slowdown, the losses could be steep
Thank you Joseph. I am so impressed the deep dives you have done on SMCI that sort of clear some of my concerns on this stock. However, there’s still a risk that SMCI hasn’t found an accounting firm to help them file 10-k report. And I wonder why it’s so difficult to find an accounting firm to backup if there is nothing illegal with SMCI financial processing
It's more likely that they're hiding something major than not. I was so close to buying right before the drop. It's not worth it imo with other good stocks out there
My spouse and I are diversifying our investment portfolio by adding stocks and ETFs. We've allocated $220,000 to begin with, focusing on inflation-indexed bonds and companies with strong cash flows, but I'm also interested in short term earnings if any.
While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill of a market professional.
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q4 2024.
500 shares of MSCI and 2000 shares of MPW. Will double them if they dip more. Edit. Sold my SMCI over $25 and got a little loss as the delisting possibility is higher. Also Sold MPW with some profit then repurchased them again at $4:40
@swagic8452 Not yet. I Will use the 500 shares money as gambling money against the stock itself for the next few months, depending on if Nasdaq gives them an extension for filing. There is now a big possibility now that they get delisted.
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy
It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q4 2024.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor...mind sharing info of the professional guiding you please?
Sonia Nunes Demelo is the advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Observing the market’s fluctuations highlights how fast things can shift. In this environment, strategic and informed trading isn’t optional-it’s essential. Caution is just as important as ambition. This commitment to ongoing learning is truly motivating. I’ve focused heavily on active trading, which offers a safer approach to navigating market volatility. Through this strategy, I’ve grown my nest egg from $87k to $246k. I’m especially thankful for Sandy Barclay’s tactics and strategies, which have been instrumental in my success.
Profitable trading requires experience, a solid strategy,and preparation, which we lack, understand buy/sell ratios, identifying market leaders, and diversifying are key to reducing risk.
When it comes to investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, but there are smart ways to go about it.
Sandy goes deeper than just looking at surface-level trends. she explores technical, fundamental, and sentiment analysis, offering a comprehensive perspective on the market..
The beauty of her approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
I believe this company is too valuable to the ai trade and will be bought up if something does happen I’m tempted to buy now at 20 and wait 1/2 years I think it might be worth a small gamble
Bought SMCI @18 and sold Friday in the AH for 21.40 but still hold 20 calls that expire next week. If delisting is off the table I'll let them exercise. If delisting crash happens then I'll let them expire and buy much lower I'd expect but who knows.
I'd say delisting is much less likely but not off the table. The should have until late January at least and will take that long to file reports so will be volatile til then
How come a Best stock become worst performing (Due to bad news) They need to prove themselves innocent or they will tank 15-20% today and then direct delisting no doubt. but I love SMCI hope this will go back up after hours today. Best wishes
Not worth the risk at this point, once an auditor resigns for cause I’m out! If the auditor who has access to the financial records and management more than anyone outside the company doesn’t feel comfortable relying on those statements or management then who and what can you believe? Better risk/reward options out there IMO.
I don't care what the news is or what the company does. Chart says oversold. Took a small position @ $20.90. Could be more downside next few days werks? Buy more on the way down and sell if it makes a run.
Nobody can become financially successful overnight. They put in background work but we tend to see the finished part. Fear is a dangerous component, hindering us from taking bold steps we need in other to reach our goals. you have to contend with inflation, recession, decisions from the Feds and all. I was able to increase my portfolio by $289k in months. You have to seek for help in the right places.
I think it's not always about fear, Sometimes realistic factors discourage people from reaching their goals in life. For instance, I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value
Review your portfolio with a professional and don't make the same mistakes again. Diversify, as in your stock portfolio, and hopefully consult a professional. The key to building wealth is long term. I learned 30 years ago that you have to keep emotions (rookie) out of your investment decisions at all cost. Now, i've made over 800k in profits from my 350k investment.
'Carol Vivian Constable, a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Bascially it went from this level in Nov 23 to 3 times that in Mar 24 and is now back to last year's level in Nov 24. Question 1 is... what is the real worth? Question 2 is... can you actually get the real worth if it's delisted?
Hi, I am holding smci (200 on 62$). Are we saying wait for earnings and decide or buy more to average the money or sell shares before tomorrow earning starts? Please suggest.
Personnaly my biggest problem here to not buy it at this price is that the financials are not trustable for the moment which can conduct to anywhere once they will be validated. I feel this is more of a gambling than investing but gambling sometimes is not bad too but I feel this way for this company.
Its a contract, the seller is still obligated if the buyer chooses to exercise. Why do you think the profit/loss charts always go to zero, because its a realistic possibility, albeit rare.
My understanding is they did file the 10k report. Although some said it wasn't done correctly. A lot of misleading misinformation is going on hurting its short-term price drastically. So many family members including his cousin Jenson in N VDA😂 they will tell media what they need. Then do something else behind closed doors.
I'm losing my shirt here. But if we get analytical, what's the chance of it going bankrupt? Sure, when the stock is under fire and shorts are piling up, everything gets difficult for the company. Suppliers doubt its ability to pay invoices, financial institutions won´t loan, customers take advantage of the situation by withholding payments, knowing the company is more likely to make discounts as it needs the money, and so forth. But, if the company survives (which i think is the likely outcome), you could be buying not at a huge discount, a kind of discount that makes you rich. Remember, when you get a good entry point it´s always because there are a lot of challenges
Well that all depends on what $1000 represents in terms of your overall portfolio. If you have $1M or more, then sure, no problem. But if you're working with a $10K account then it's a real gamble.
Well that all depends on what $1000 represents in terms of your overall portfolio. If you have $1M or more, then sure, no problem. But if you're working with a $10K account then it's a real gamble.
You are assuming SMCI will continue getting lots of AI businesses after delisting? That's wrong. After delisting, their customers will switch to Dell or other ODMs, SMCI's revenue will drop badly.
"potential 10x over the next years" is NOT worth the risk when you have stocks like Tesla who will almost be guaranteed a 10x or more with much, much less risk.
There are way too many red flags on this one and far too many coincidences. Anyone investing in this should have the base case of them being delisted, which will be a very painful process with only hope that they will be listed again but with an even worse track history. Hard pass here!
You also fail to account for what reputational damage will do to sales going forward. There are other alternatives. Dell and HPE. Would you do business with an accountant who was accused of fraud?
There is no way I would trust this management team. As an investor, this is very important. I would stay away from this stock until the dust settles. Sell now. You can always buy back in later after we see what happens
Once SMCI is delisted, it will be the SECOND time it was delisted ... this is a shady company that is selling a lot of product ... unfortunately the shady part is related to the data that drives the stock price, so I'm NOT BUYING a stock price based on fake data.
Anyone else concerned about SMCI being delisted? Or going bankrupt? I can handle volatility but not losing my entire investment Very tough decision to buy or not.
Books are bad because of Russian sales that can't be counted......around a $400 million void....I believe company would rather delist than admit to a criminal act
Ernst & Young resigning as auditor for the company is a sign that SMCI's financial information cannot be trusted. Any valuation (or proposed future valuation) based on numbers provided by the company is irrelevant. It is time to walk away from this investment and sell your shares IMO. (Note - I do not hold a position in SMCI.)
They are a serial offender. The long delays mean that there is real trouble. You failed to include operational issues, poor after sales report, high rates of component failure . The stock is now at 18.
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🤑 Join me on the Blossom app and see all the stocks in my portfolio! mystockmarketbasics.com/blossomsocial
SMCI stock was on its way to following Nvidia higher this year as it surged 350% in the first three months, Biggest lesson i've learnt in 2024 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
If you're new to investing or don't have much time, it's best to get advice from an expert. Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience, as an early investor in NVDA, AVGO, ANSS, and LRCX, i got burnt really bad while trying to make investment decisions on my own and that ended when i got introduced to a CFA
@@Olsontim21 Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
'Annette Christine Conte' is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
I think investors should always put their cash to work, especially In 2025, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks next year. Hope to make millions this 2025.
It's crucial to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. You should consider a market expert to guide you.
It's true that many people minimize the importance of advisers until their own feelings burn them out. A few summers ago, following a protracted divorce, I needed a significant boost to keep my business afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
Great gains there! mind sharing details of your advisor please?
Sophia Maurine Lanting can't divulge much. Most likely, the internet should have her basic info, you can research if you like.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing.. I will write her an e-mail shortly.
The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings to about $1M over time?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?
I have a female advisor named Eleanor Bonnici Deskin. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
Hi Joseph! Thanks for taking the time to share your thoughts on SMCI ! I went in pretty heavy a couple weeks ago at $40... a great price at the time, but 2 weeks later, the EY resignation and all the talk of delisting etc, etc.... I did NOT panic sell! With so much talk of "The next Enron" its nice to hear your sane, rationale behind what's going on, Thanks again!!
Every week I'm adding to the underdog in my portfolio, making sure it stays at a solid 10%. Now, with $400k ready to roll, where should I park it to beat the market in 2024?
steer clear of those index funds, mutual funds, and individual stocks for now. I'm putting my money on those 5% fixed incomes as the safest play at the moment. Hold onto your cash until the market starts showing signs of bouncing back. Let's play it smart and wait for the right moment to strike!
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Looking to connect with your licensed financial advisor ASAP since your portfolio's taking a hit?
Just gotta give props to LINA DINEIKIENE, my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.
Excellent share, just inputted Lina Dineikiene on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.
Hi Joseph, I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had quarter of a million to create a strong portfolio, which stocks would you choose for better returns?
I think a good portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary advisor for expert advice.
Agreed, despite my rookie knowledge of investing, I have a financial advisor who did the trick in a bit more than 6 months after a lump sum capital of $500k, and I've so far made a fortune. I'm now buying real estates, gold and silver as advised by my FA.
I could really use the expertise of this advsors
Her name is ‘Marissa Lynn Babula’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Scammers, be gone!
Ive been around the market long enough to know that these ups and downs can still prove to be highly profitable, time and again Ive seen folks use these windows of opportunities to make millions and set up for retirement. I just dont know how they did it.
you'd definitely make a killing as long as risks are calculated and appropriate strategies are implemented, considering the shaky economy and volatile market, you're better off with an investment advisor
mind if I look up your advisor pleas? market crash is a sort of habit now and its undesirable for old timers like myself, I wish to do better with my portfolio, but lack the skillset despite being on-and-off the mkt for 3 yrs...
thanks for putting this out, just did a web search on Karen Lynne Chess, came across her consulting page no sweat, and I was able to schedule a call session with her, I find her valid.
SPAMMMMM
Scammers, BE GONE!
After a headline-making stock market crash last week, if you didn't panic and simply did nothing then you'd be up more than 5% this week. If you are an Nvidia shareholder, you'd be up 11%. That is how the stock market works.
I think the next big thing will be A.l. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations.
Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advisor until being burnt by their own emotions. I remember a couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across some of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Kenneth Barnett Durham is his name, He is regarded as a genius in his area and works for Empower Financial Services. By looking him up online, you can quickly verify his level of experience. he is well knowledgeable about financial markets.
Seeing a remark regarding my manager Kenneth Barnett Durham is quite energizing. It was just like this when I first met him a few weeks ago. Having started with just 4k about 2-3 weeks ago, I have already made it to 28 k. he is very remarkable!
One of the best analysis for SMCI's current situation! I'd suggest you bring up the balance sheet to show that the company will not go bankrupt therefore wipe out the share holders. Think of the worst case: 1. Delisted, the business is still there, it can be acquired, or new management can be brought in and start over. 2. Book cooked, shave off 20% of the revenue and it is still good business for the price. Lastly, the founder/CEO and his family owns large portion of the shares, they have all the incentives to revive the share price.
NVDA prints money, SMCI makes most of the paper. DCA, DCA , DCA! While I hold DELL and HPE, dell is up 2%. HPE 0.3%, obviously SMCI is still King of servers or otherwise the others would be soaring.
Thank you for this update on SMCI. I have a few K. I think I will hold and buy more on more of a dip 😊 🕉 . Still a little worried.;-(
If your worried your to emotionally involved which is not a good sign.
Hindenburg is not a disinterested third party. Neither is the channel as the host is invested with money and to some degree, credibility. I would limit exposure with this in mind. A hold seems fine for now. Selling cover calls in the meantime. Cash flow impact could be irritating, in the near to mid term.
Wow, you've done some serious research on this company 👏
I agree there's more pain before any gains.
I’ve been hearing a lot about SMIC’s potential for a 10X return, especially with its role in China's push for semiconductor independence. They’ve received significant government support, so there’s definitely potential for growth if they can innovate fast enough
True, but SMIC’s rapid growth and expansion could also be hiding potential risks. With the U.S. imposing export restrictions on advanced technology, SMIC may struggle to keep up with global leaders in chip-making. Plus, the lack of transparency in state-owned or state-supported enterprises often raises red flags
Yes, but SMIC is doing everything it can to circumvent those restrictions and develop its own tech. It has a strategic advantage within China’s borders, with the government willing to inject massive funds. If they succeed, the returns could be exponential.
That’s a good point, but on the other hand, the regulatory environment is unpredictable. Just think of Alibaba’s situation. If SMIC faces any regulatory challenges or financial mismanagement scandals, it could wipe out investor gains almost overnight. China’s market is risky if you’re not on the ‘right side’ of government policies.
From a tech standpoint, SMIC is a long way from catching up with TSMC or Intel, but if they can improve yields on lower-end chips, they can capture a strong domestic market. The question is whether they’re managing all this growth transparently, or if they're at risk of overextending and potentially masking some financial weaknesses
Ultimately, investing in SMIC could mean betting on China’s ability to establish an independent semiconductor industry despite all these obstacles. It’s a high-risk, high-reward scenario. If they pull it off, early investors could see massive gains, but if there’s a scandal or a slowdown, the losses could be steep
Thank you Joseph. I am so impressed the deep dives you have done on SMCI that sort of clear some of my concerns on this stock. However, there’s still a risk that SMCI hasn’t found an accounting firm to help them file 10-k report. And I wonder why it’s so difficult to find an accounting firm to backup if there is nothing illegal with SMCI financial processing
It's more likely that they're hiding something major than not. I was so close to buying right before the drop. It's not worth it imo with other good stocks out there
It's not that they are hiding something. It's more like they do not have receipts for all the financial transactions, because it's a family business.
Appreciate the research 👍🏼. Aggressive short sellers are tricky to navigate around.
My spouse and I are diversifying our investment portfolio by adding stocks and ETFs. We've allocated $220,000 to begin with, focusing on inflation-indexed bonds and companies with strong cash flows, but I'm also interested in short term earnings if any.
While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill of a market professional.
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q4 2024.
Glad to have stumbled on this, Mind if I ask you to recommend this particular coach you using their service ?
Her name is. 'Stacy Lynn Staples’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing, I just liquidated some of my funds to invest in the stock market, I will need every help I can get
Extremely good analysis, as usual. SMCI is probably a great investment but I would just hold, not buy yet.
Thanks for easing my mind on this stock. I began buying SLOWLY, just in case there problems in the future.
Bought 426 shares 21.76$ let's see
Nice! I got in at 21.74
500 shares of MSCI and 2000 shares of MPW. Will double them if they dip more.
Edit. Sold my SMCI over $25 and got a little loss as the delisting possibility is higher. Also Sold MPW with some profit then repurchased them again at $4:40
that means you doubled on SMCI. $23.29 today.
@swagic8452
Not yet. I Will use the 500 shares money as gambling money against the stock itself for the next few months, depending on if Nasdaq gives them an extension for filing. There is now a big possibility now that they get delisted.
I don’t know what they are hiding but it surely doesnt look good from the outside.
SMCI will soon be a king again!
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy
It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q4 2024.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor...mind sharing info of the professional guiding you please?
Sonia Nunes Demelo is the advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Hi Joseph, your video content is very insightful and you have done the due diligence. Can you make a follow-up video on this stock?
Very detailed and objective. Quality content
Observing the market’s fluctuations highlights how fast things can shift. In this environment, strategic and informed trading isn’t optional-it’s essential. Caution is just as important as ambition. This commitment to ongoing learning is truly motivating. I’ve focused heavily on active trading, which offers a safer approach to navigating market volatility. Through this strategy, I’ve grown my nest egg from $87k to $246k. I’m especially thankful for Sandy Barclay’s tactics and strategies, which have been instrumental in my success.
Sandy Barclays program is widely available online..
Profitable trading requires experience, a solid strategy,and preparation, which we lack, understand buy/sell ratios, identifying market leaders, and diversifying are key to reducing risk.
When it comes to investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, but there are smart ways to go about it.
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Thank you.
Hindenburg made a report about IEP and it is still in caos!
Does a delisted stock still appear on the pink sheets?
I sold all my 249 shares my price 89 and sold for 26 that was a pain but I learned my lesson with banks and amc
I can feel you… I waited but seems to be wrong decision
I feel you. My average share price is 64 . Was thinking about buying more to lower the average price but am dumping the whole thing
I believe this company is too valuable to the ai trade and will be bought up if something does happen I’m tempted to buy now at 20 and wait 1/2 years I think it might be worth a small gamble
Great episode 👍👍
What happens to your call options if it gets delisted?
Hows this going today? You still think it will recover? Not so sure...
Bought SMCI @18 and sold Friday in the AH for 21.40 but still hold 20 calls that expire next week. If delisting is off the table I'll let them exercise. If delisting crash happens then I'll let them expire and buy much lower I'd expect but who knows.
I'd say delisting is much less likely but not off the table. The should have until late January at least and will take that long to file reports so will be volatile til then
Damn you have nerves of steel daring to buy into this.
Blossom just surpassed $1B in portfolios :)
How come a Best stock become worst performing (Due to bad news) They need to prove themselves innocent or they will tank 15-20% today and then direct delisting no doubt. but I love SMCI hope this will go back up after hours today. Best wishes
So what happens if you buy the big drop just pre-delisting? Will the company get listed again after a while? 👀
Not worth the risk at this point, once an auditor resigns for cause I’m out! If the auditor who has access to the financial records and management more than anyone outside the company doesn’t feel comfortable relying on those statements or management then who and what can you believe? Better risk/reward options out there IMO.
I don't care what the news is or what the company does. Chart says oversold. Took a small position @ $20.90. Could be more downside next few days werks? Buy more on the way down and sell if it makes a run.
This is very insightful Joe! Thank you
Great topic. Ridiculously unprofessional company. Wouldn’t put anything beyond a bar tab into it.
Nvidia also are going to deprioritize in supplying to SMCI so that’s gonna hirt
POWERFUL
Nobody can become financially successful overnight. They put in background work but we tend to see the finished part. Fear is a dangerous component, hindering us from taking bold steps we need in other to reach our goals. you have to contend with inflation, recession, decisions from the Feds and all. I was able to increase my portfolio by $289k in months. You have to seek for help in the right places.
I think it's not always about fear, Sometimes realistic factors discourage people from reaching their goals in life. For instance, I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value
Review your portfolio with a professional and don't make the same mistakes again. Diversify, as in your stock portfolio, and hopefully consult a professional. The key to building wealth is long term. I learned 30 years ago that you have to keep emotions (rookie) out of your investment decisions at all cost. Now, i've made over 800k in profits from my 350k investment.
That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this coach?
'Carol Vivian Constable, a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
I believe SMCI will overcome this problem and move back up. The company is doing well
I also am holding and have been selling ITM puts for the win
I was looking for information on SMCI having done any stock buyback only one site mentions it did 2+bn worth this year - any way to verify that?
Joe, thank u for all your hard work. How about a video on spyd vs schd? Thank u
Big opportunity but clear risk if it gets delisted, that's my biggest concern
Any chance for a surprise on Nov 25th?
Smci is a once in a lifetime opportunity. The revenue growth, and product is VERY real! Short term pain long term gains
Hope your right! 33 holding here!
You hope!
OUCH!!
😂
I like this
There's too much shady dealings with SMCI and I have read people who use their products say they aren't a leading edge company. So I am staying away.
There major/significant questions about financial issues and reporting
For this time they are done, for a while
Bascially it went from this level in Nov 23 to 3 times that in Mar 24 and is now back to last year's level in Nov 24. Question 1 is... what is the real worth? Question 2 is... can you actually get the real worth if it's delisted?
Don't catch a falling knife..
This one will be bought out before it fully recovers.
MOON SHOT LFG. THANK YOU FOR THIS REPORT!
Why the risk
Sell half and buy palantir, palo , nvda, mu
Hi, I am holding smci (200 on 62$). Are we saying wait for earnings and decide or buy more to average the money or sell shares before tomorrow earning starts? Please suggest.
Ouch
Buy after earnings
I bought more shares today averging down!
@gopi7030 and what did you do? I waited and pre market is sinking. The earning call got only situation worse… disaster
Personnaly my biggest problem here to not buy it at this price is that the financials are not trustable for the moment which can conduct to anywhere once they will be validated. I feel this is more of a gambling than investing but gambling sometimes is not bad too but I feel this way for this company.
you can shave off 20% what they reported and the numbers still looks good.
what happens to option thats expiring in Dec if it gets delisted
Its a contract, the seller is still obligated if the buyer chooses to exercise. Why do you think the profit/loss charts always go to zero, because its a realistic possibility, albeit rare.
You lose all of your money
Dont listen this dude i lost money with MPW, TRIO PETROLEUM, Now with 😢SMCI
what if all these valuation are fake like ENRON.. i doubt but just thinking the worst
so worst case scenario, wait til the delisting happened, or is disconfirmed and then buy and hope the company will eventually go back up?
Where’s the best place to watch for the accurate news to make a good decision on them?
By the time you see any conclusive news, the price will already have moved (either down another 20% or more, or up 30%).
By the time you see any conclusive news, the price will already have moved (either down another 20% or more, or up 30%).
By the time you see any conclusive news, the price will already have moved (either down another 20% or more, or up 30%).
My understanding is they did file the 10k report. Although some said it wasn't done correctly. A lot of misleading misinformation is going on hurting its short-term price drastically. So many family members including his cousin Jenson in N VDA😂 they will tell media what they need. Then do something else behind closed doors.
What happens if a big company acquires the company before it recovers?
I'm losing my shirt here.
But if we get analytical, what's the chance of it going bankrupt?
Sure, when the stock is under fire and shorts are piling up, everything gets difficult for the company. Suppliers doubt its ability to pay invoices, financial institutions won´t loan, customers take advantage of the situation by withholding payments, knowing the company is more likely to make discounts as it needs the money, and so forth.
But, if the company survives (which i think is the likely outcome), you could be buying not at a huge discount, a kind of discount that makes you rich.
Remember, when you get a good entry point it´s always because there are a lot of challenges
You know we waiting on your next upload 🤣
Updating Monday. Delisting is actually best scenario here. Look at what it did 2019 to 2023
I have no SMCI shares. Should I buy let say $500-$1000 worth of smci shares?
Buy after earnings it will tank
@ thank you so much. I was thinking of buying now, but that helps.
Well that all depends on what $1000 represents in terms of your overall portfolio. If you have $1M or more, then sure, no problem. But if you're working with a $10K account then it's a real gamble.
Well that all depends on what $1000 represents in terms of your overall portfolio. If you have $1M or more, then sure, no problem. But if you're working with a $10K account then it's a real gamble.
You are assuming SMCI will continue getting lots of AI businesses after delisting? That's wrong. After delisting, their customers will switch to Dell or other ODMs, SMCI's revenue will drop badly.
"potential 10x over the next years" is NOT worth the risk when you have stocks like Tesla who will almost be guaranteed a 10x or more with much, much less risk.
$23.27 after hours……ouch……
Why risk anything on this fraud company when there are so many amazing other companies that can keep up with basic reporting standards. Huge next
Exactly. It’s greedy and foolish.
There are way too many red flags on this one and far too many coincidences. Anyone investing in this should have the base case of them being delisted, which will be a very painful process with only hope that they will be listed again but with an even worse track history. Hard pass here!
I’m curious to know what the motivations are for the very few people on RUclips recommending holding onto SMCI.
@@johnmajkowski7200
People get emotional and that's it!
A lot of companies like this.. they didn’t get caught yet.. same rule applies buy dips buy low sell high.. what trade isn’t risky
Bought 200 smci shares at $18.50 if it goes to zero I'm OK with that, it's less than 5% of my portfolio
You also fail to account for what reputational damage will do to sales going forward. There are other alternatives. Dell and HPE. Would you do business with an accountant who was accused of fraud?
For the Hooli Box 2
There is no way I would trust this management team. As an investor, this is very important. I would stay away from this stock until the dust settles. Sell now. You can always buy back in later after we see what happens
It’s like holding onto EHang or Goku
Started doing puts on this let’s see how it goes lol
Can not believe that there’s still hope for SMCI 🤭
U dnt have any trust in the company?
Wouldn't be the first big corporate surviving high criminal scandals.
Once SMCI is delisted, it will be the SECOND time it was delisted ... this is a shady company that is selling a lot of product ... unfortunately the shady part is related to the data that drives the stock price, so I'm NOT BUYING a stock price based on fake data.
@@AccentBwoy fuhkc no
WHY SMCI DOWN A LOT ? .THANKS
OTC has no options my friend
Fuuuuck shares are ~18$ per share rn, and this video was 10 days ago. Need an update
The thing is, can you really trust what they are reporting...hmm
Anyone else concerned about SMCI being delisted? Or going bankrupt? I can handle volatility but not losing my entire investment Very tough decision to buy or not.
Sold out at a big loss, too much risk
Will consider at $15. Maybe.
I wouldn’t buy it for 5
Books are bad because of Russian sales that can't be counted......around a $400 million void....I believe company would rather delist than admit to a criminal act
What about those China sales?
Ernst & Young resigning as auditor for the company is a sign that SMCI's financial information cannot be trusted. Any valuation (or proposed future valuation) based on numbers provided by the company is irrelevant. It is time to walk away from this investment and sell your shares IMO. (Note - I do not hold a position in SMCI.)
Agreed. I don't understand anybody wanting to ignore an auditor not only walking out on management, but also walking out on the audit committee.
Is it ironic SMCi is reporting things on election day?
They are a serial offender. The long delays mean that there is real trouble. You failed to include operational issues, poor after sales report, high rates of component failure . The stock is now at 18.
No videos on mpw? You’re leaving us hanging Joseph…
👍🏼
Thernos Elizabeth Holmes or Enron comes to mind
With all due respect. Most of your stocks suck