My business is within walking distance from super micro. I can get in my car and drive to nvidia in 10 minutes and amd is also near by. Super micro, nvidia, and amd have CEOs from Taiwanese descent. They all have a very close relationship. This is why I think Super micro will not be giving up ground easily. Charlie the Ceo of Super micro runs a very tight ship. No Super fancy corporate HQ. He will make max $$$ for shareholders.
When I researched , Are SMCI servers better than HPQ and Dell? your focus is on cost-efficiency and customization for specialized tasks: Go with Supermicro. • If your focus is on reliability, enterprise-level support, and features for large-scale deployment: Choose HPE. • If you want a balanced option that offers good performance, flexibility, and support at a competitive price: Select Dell. I think business is okay. I will add few shares.. BMO bought SMCI stocks even though they are in trouble by HR..
Man, $SMCI is basically an assembly company. Chinese companies can easily beat $SMCI if they can buy AI chips. Dell and HP will announce heavy investment on similar servers if they can get AI chips. The reason why $SMCI has the market share is because Charles can buy Nvidia Chips from Jenson Huang, others can't. Relationship is a moat too.
Selling cash sec puts is such a great way to build wealth, but you've got to have some money already, if your option expires in the money at 600$ you better have 60k in your account. I'm sure this isn't an issue for Adam, that's why it makes sense when they say :''making money when you already have money is far easier than making money when you're broke'' lol. Options are great, because you get paid simply to wait for something that most of the times might not happen (like the price drop under a certain level). Love it!
It's a contract manufacturer with no moat it will fall sharply once things are shaky while other AI stocks such as meta and nvidia etc .. are having moat .
Yes ,I thought the same thing and made the mistake of not buying the stock , but now looking at this video and analysis , looks like other contract manufacturers don’t have the same capability. I will wait for nvidia’s results though , as there is no way this stock is going if Nvidia doesn’t rocket 🚀 up after results
There’s no moat. Many years ago we buy their servers and priced very cheaply but no tech advancements or anything. Like a large scale Sim Lim Square assembly line. Hardware has no prospects and will be back in the IBM days .
Short squeeze drove it up, commodity company/business beyond this year. 48% growth rate going to fall to more sustained level in year 1-5. Fr to me around 400-500, to much hype now. They caught lightening in bottle this year. Like the analysis just can’t by into growth rate smells like 1999/2000. Ai is real but don’t think this is the place to place bets now. Would have been nice by 2 months ago.
Hi Adam. Great video. 😊 Can you have a look at US REITs? YTD the real estate sector is the worst performer sector in the S&P500 + they had a bad 2022 and 2023. Upcoming rates reduction could be an very good catalist. I know your opinion about the tax but if are hold in an tax advantage account maybe make sens to block divident yields higher then 5% for quality REITs as O, MAA, ADC or VICI. Thanks.
I believe Adam told several times, that he doesnt buy US REITS. Because foreigners cant avoid high taxes in REITS. ( Actually, It is suggestable to get a Roth IRA, if you live legally in the US to buy REITs and make the highest gains ).
Not a big fan. Seems like a old company that is well positioned, but will have challenges with aggressive competition. 'Super Micro Computer' sounds like a bad 1980's sci-fi movie. Personally I just look at this as a missed opportunity but thats ok. Congrats to those that got in before the takeoff or rode it most the way up.
Funniest part is how after you made this video many RUclips stock wannabes made the same video saying it’s still cheap…but no one talked about this before
15:50 SMCI is the ony low margin hardware infra co in that list. Others are software, chip design, social media , search companies which are high margin
@Adam Khoo Why are you using 7% CoE as the discount rate in your DCF? Seems low, the beta of this company must be quite high given the volatility of the semiconductor industry
Hi Adam - Love your content. I was trying to purchase 2 courses, however the discounted price is not appearing on check out. Is there a promotion code to get the discount price stated on the website. I reached out to support but did not hear back.
Thanks for your insightful videos which are always helpful, it would be great if you can do similar informative video on $CELH ( Celsius Holdings) which is also growing very fast rate.
According to current SMCI stock forecast, the value of Super Micro Computer shares will drop by -32.48% and reach $ 542.41 per share by February 22, 2024.
Take a look at the management of this company before you invest. It is more of hype than a real technology leader or manufacturer. Just curious why don't you sell Put Ratio spread instead of cash secured put if you want to own the shares at your desired stock price? With Put ratio spread you get better price then cash secured put also with put ratio spread you make money when stock goes down as well as fix upside profit no matters how high the stock goes up
I think maybe dell/hpe should be better picks if they catch the Ai hype. They should be already building servers. I think comparing a one trick pony to Google is laughable. I think you should not be comparing apples to oranges
Not only overvalued, tsla has no price power (dropped the price last year) to attract customers, compared to economic Moat companies like Aapl or Msft that can increase the price and customer still buy as they are trapped in companies eco system. Consumer buying also requires finance which is affected by inflation and interest rates. At least those were mentioned in his previous videos
SMCI will fall below $680 and then a small rally back before dropping slightly below $600 which will be the resistance level. Normally a stock drops to it's base MA which is the 50MA. To shake off the "suckers", hedge funds will push the price close to the 90MA and then buy back in.
![SMCI Up [+500%] in One Year. Why?](http://i.ytimg.com/vi/aH_k_BlNPSM/mqdefault.jpg)
My business is within walking distance from super micro. I can get in my car and drive to nvidia in 10 minutes and amd is also near by. Super micro, nvidia, and amd have CEOs from Taiwanese descent. They all have a very close relationship. This is why I think Super micro will not be giving up ground easily. Charlie the Ceo of Super micro runs a very tight ship. No Super fancy corporate HQ. He will make max $$$ for shareholders.
Thx for info
I took your advice and sold a Put option at $600. $2k in the pocket in 2 days.
wow! finaly a real investor made a video about SMCI . Bough the stock at the beginning of December; up over 200%
Couldn't believe 5 months later, SMCI is $490. Down from $1200. Wonder what go wrong, if still good to get in or fundamental has change ?
Hindenburg Research has weighed in on this matter. 🤣🤣🤣🤣🤣🤣
When I researched , Are SMCI servers better than HPQ and Dell? your focus is on cost-efficiency and customization for specialized tasks: Go with Supermicro.
• If your focus is on reliability, enterprise-level support, and features for large-scale deployment: Choose HPE.
• If you want a balanced option that offers good performance, flexibility, and support at a competitive price: Select Dell. I think business is okay. I will add few shares.. BMO bought SMCI stocks even though they are in trouble by HR..
It's going to 200 soon
hi adam, today do you still see the same of the current price of SMCI? thank you.
Ask Hindenburg Research what they think about SMCI 🤣🤣🤣🤣🤣🤣
Man, $SMCI is basically an assembly company. Chinese companies can easily beat $SMCI if they can buy AI chips. Dell and HP will announce heavy investment on similar servers if they can get AI chips. The reason why $SMCI has the market share is because Charles can buy Nvidia Chips from Jenson Huang, others can't. Relationship is a moat too.
No one will buy servers from a chinese company due to security reasons. You never know what info the company is taking from you.
ruclips.net/video/ZTDnl7Uti1E/видео.htmlsi=CT0dtbMEkOVyXWN7 careful
I ran into an electrical contractor in SoCal recently. Quite knowledgable on Grid demands. Said: "Biggest consumer of Grid power is A.I. Data Centers.
Wow ive been hoping for Adam to talk about the SMCI stock & he finally made this video!!!
I was hoping for ISRG, INTU and IDXX
You're welcome brother.
Too late already. Train has left.
I think SMCI is still ok but Dell and HPE are also gearing up to expand into SMCI area. Google it
5 mths later, its $523 today. 7th Aug.
Great buy price
@@WanderMindChronicles Hindenburg Research disagrees.
SMCI I had bought on the price @ 442
Selling cash sec puts is such a great way to build wealth, but you've got to have some money already, if your option expires in the money at 600$ you better have 60k in your account. I'm sure this isn't an issue for Adam, that's why it makes sense when they say :''making money when you already have money is far easier than making money when you're broke'' lol. Options are great, because you get paid simply to wait for something that most of the times might not happen (like the price drop under a certain level). Love it!
First hourly oversold bounce around 750_720 range for a quick day trade next Tuesday, if it opens lower ofc😊
Adam,
you have always advocated buying the top 1% of companies, this might fit that category right, what made you overlook that decision
He said narrow moat
Please make a video on the SMCI Hindenburg report. Is SMCI still a buy, or is it a risk?
I have big position 😢😢😢😢😢
Hellpppppp
It's a contract manufacturer with no moat it will fall sharply once things are shaky while other AI stocks such as meta and nvidia etc .. are having moat .
Moat moat moat, keep buying only FAANG then.
Yes ,I thought the same thing and made the mistake of not buying the stock , but now looking at this video and analysis , looks like other contract manufacturers don’t have the same capability. I will wait for nvidia’s results though , as there is no way this stock is going if Nvidia doesn’t rocket 🚀 up after results
What is Moat?
As long as show a little weakness, people will go crazy short this things. This thing will drop like a rock.
@@Thenobelfaninvesting in software (NVDA) better than investing in hardware (SMCI)
SMCI profit margins are slim, they need to turnover massive numbers. I’m not touching this overhyped stock.
There’s no moat. Many years ago we buy their servers and priced very cheaply but no tech advancements or anything. Like a large scale Sim Lim Square assembly line. Hardware has no prospects and will be back in the IBM days .
The stock has fallen a lot now. What’s your analysis on this now ?
Excellent analysis - Adam , keeping a watch in Smci - wasn’t sure of their moat
Short squeeze drove it up, commodity company/business beyond this year. 48% growth rate going to fall to more sustained level in year 1-5. Fr to me around 400-500, to much hype now. They caught lightening in bottle this year. Like the analysis just can’t by into growth rate smells like 1999/2000. Ai is real but don’t think this is the place to place bets now. Would have been nice by 2 months ago.
I just saw James Lavish ( The informationist ) web page explaining this was a Gamma squeeze.
I did research on SMcI for ne year ago but did not buy! Kicking myself!
Buy buy buy, it’s great to catch a falling knife!
The drop was only profit taking and healthy for the stock..It went up 18% the day before the drop
I missed Smci at 600 , sucks , kept thinking , should I buy or should I not , bought something else to diversify
Thank you so much for the info, Adam. 👍
SMCI will be 1200 soon
SMCI=SPY
In Adam We Trust
If it is already on WSB, it is already fomo'ed and done
19:30 Thanks Adam, I have put SMCI in my watchlist. My indicator says it might still go down.
Your sound is pretty low Adam. I guess need to amplify it :) Thanks a lot for sharing SMCI this great company !
AI Server:
Dell > HPE > Huawei > SuperMicro > Lenovo > GIGABYTE > Asus >= Wistron / Wiwynn (ODM)
Hi Adam. Great video. 😊
Can you have a look at US REITs? YTD the real estate sector is the worst performer sector in the S&P500 + they had a bad 2022 and 2023. Upcoming rates reduction could be an very good catalist. I know your opinion about the tax but if are hold in an tax advantage account maybe make sens to block divident yields higher then 5% for quality REITs as O, MAA, ADC or VICI. Thanks.
I believe Adam told several times, that he doesnt buy US REITS. Because foreigners cant avoid high taxes in REITS. ( Actually, It is suggestable to get a Roth IRA, if you live legally in the US to buy REITs and make the highest gains ).
Why are you looking at the weekly options? The monthly March expiration 600 put only has a $1 bid ask spread while the 3/22 put has a $3.5 spread
Not a big fan. Seems like a old company that is well positioned, but will have challenges with aggressive competition. 'Super Micro Computer' sounds like a bad 1980's sci-fi movie. Personally I just look at this as a missed opportunity but thats ok. Congrats to those that got in before the takeoff or rode it most the way up.
Hello Adam Khoo, your audio have been lower in the last videos in comparison with others videos
I scream, you scream, everybody screams for ICE CREAM!😂 great analogy, I think the best analysis of smci. Thank you!
Love your work! Thank you. X
Your my favorite RUclipsr! 😊
Thank you Adam!
Funniest part is how after you made this video many RUclips stock wannabes made the same video saying it’s still cheap…but no one talked about this before
15:50 SMCI is the ony low margin hardware infra co in that list. Others are software, chip design, social media , search companies which are high margin
unlike what adam said, the market just breathe in breathe in breathe in and never breathe out
The fact that the market opens on a Tuesday is huge. The market very often reverses on Tuesday, which means (-)(-) = + SMCI is going up boys
I accidentally bought before it dropped, so I hope youre right
Do you think SMCI will continue to go up or maybe hit the 1000 mark where it was Friday morning before it tanked?
You are too good at this
Very smart. Getting paid to buy a stock you actually want....wow
Darn, my computer I can't quite hear it, and no subtitles.
Unreal… i would have killed to put 50k on this in the beginning:(
Adam, can you do valuations with these companies please. If it interest you. SYMBOTIC(SYM), NANO X imaging(NNOX), ARM, RXRX
yeah, I had this before the run I'm so sad I sold it.
Not enough people talking about SMCI water cooling technology... Adds quite a bit to their moat
I did not invest at 80$ was waiting for it to go to 60$ before buying. That was quite a mistake…
Hi Adam
What happens with SMCI???
Are we dead??
Is this account thing real???
Please help
instead of talking about this stock . what are someother stocks have this kind of potential right now? anyone?
Right!
Nope. Correction coming.
@Adam Khoo Why are you using 7% CoE as the discount rate in your DCF? Seems low, the beta of this company must be quite high given the volatility of the semiconductor industry
Thanks Adam, can you also make a video over ARM stock?
Hi Adam
I would like to start trading. Which platform is good for me to start us stock trading?
Hope I can get an answer from you
Thanks
Any thought on AAOI supply cable to Data Center?
Hi Adam - Love your content. I was trying to purchase 2 courses, however the discounted price is not appearing on check out. Is there a promotion code to get the discount price stated on the website. I reached out to support but did not hear back.
Thanks for your insightful videos which are always helpful, it would be great if you can do similar informative video on $CELH ( Celsius Holdings) which is also growing very fast rate.
What do you think of bitcoin and the ETF Mr. Khoo..?
The smci operating margin is much lower than META. So there is no reason for this high valuation
I see no moat for this company its still have room to grow because the high Market demand but that's it
UK , Japan in recession is worrying for stock market now?
Sora will disrupt adobe?
According to current SMCI stock forecast, the value of Super Micro Computer shares will drop by -32.48% and reach $ 542.41 per share by February 22, 2024.
Well, that didn't work out so good for your portfolio.
"AI racks". 😂😂😂😂😂. I got a bunch for sale if you want some.
Take a look at the management of this company before you invest. It is more of hype than a real technology leader or manufacturer. Just curious why don't you sell Put Ratio spread instead of cash secured put if you want to own the shares at your desired stock price?
With Put ratio spread you get better price then cash secured put also with put ratio spread you make money when stock goes down as well as fix upside profit no matters how high the stock goes up
Totally agreed
all hype now
Good luck
Can please do some recent macro analysis vid?
Why don't you sell put option on this @adam?
First, love your work, Adam!
When I shared this in Feb 2 discord, no one was interested and price was around 500 $ :)))
I think maybe dell/hpe should be better picks if they catch the Ai hype. They should be already building servers. I think comparing a one trick pony to Google is laughable. I think you should not be comparing apples to oranges
Please increase audio sound... very low...
"everyone wants ice cream!"
Volume is too low.
WAITING FOR SEA LTD ANALYSIS....... PENDING SINCE LONG
....who's loading up on BMR ???
stock price goes up, this company suddenly becomes a good company. everybody buy $SMCI shares and sell puts
now Adam you know Honda doesn't break down LOL
Buy 100 shares at 577 each will be 57.7k , are you sure?😅
Adam, can you talk about MELI , thanks
I'm pretty sure he owns MELI
That was not a wave, that was a tsunami
Does anyone know why Adam doesn’t hold Tesla ?
Manufactoring company. High risk of something happening like boeing.
Not only overvalued, tsla has no price power (dropped the price last year) to attract customers, compared to economic Moat companies like Aapl or Msft that can increase the price and customer still buy as they are trapped in companies eco system. Consumer buying also requires finance which is affected by inflation and interest rates. At least those were mentioned in his previous videos
Because of Elon ,Once Warren Buffet said invest in a company that even idiot can run ,Elon lousy man tweeting eveyr second .
he hates Tesla
He’s afraid he will get electrocuted if he touches it
Dell /HPE are slow moving companies but they have the technology to build thr AI servers. There is no rocket science here
Yeah Adobe under threat 😢
Adobe is one of the stronghest companies in the world. I would not panic too much. Of course monitoring their Moat is a very wise thing to do.
Sifu, I am the first one !
20:25
If you are seeing this , it’s too late already 😂😂😂
🎉❤
Ibm must be a competitor?
This literally dumped at intrinsic value
lol it was never cheap or a good stock lol it’s racks
Yoo
So what
Sounds like a fake stock that a pump and dump would use 😅😊
Doesn’t agree with you on this one! Not going to buy SMCI $
lol WAY over priced
SMCI will fall below $680 and then a small rally back before dropping slightly below $600 which will be the resistance level.
Normally a stock drops to it's base MA which is the 50MA. To shake off the "suckers", hedge funds will push the price close to the 90MA and then buy back in.
Gotta trigger those stop losses
Did you hear the news????????????