Super Micro Computer - Is This The Best Investment In AI? | FAST Graphs

The Best Investment In AI?

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to be highlighting what he considers to be the best investment in AI. Chuck has done a lot of research on Super Micro Computer. Just to be clear, Chuck is not saying it’s the best company in AI, but he is suggesting it is the best investment in AI based on valuation and growth potential.

Time Codes:
0:00 – Introduction by Chuck Carnevale
0:53 – Evaluating Super Micro Computer (SMCI) through the lens of FAST Graphs.

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Disclaimer: FAST Graphs is a tool designed to reveal and present information related to financial data and investment metrics. It is not intended to provide specific advice or recommendations. Instead, it offers a comprehensive view of relevant data, empowering users to make informed decisions based on their own analysis. It's your first step to a more comprehensive research and due diligence process. In short, it is a tool to think with. The opinions in this video are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks mentioned.

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[FASTgraphs]

Now that we have an auditor we now must wait to see what the audit shows when they eventually file their financials. Although it does look promising now the way the stock is acting, I am still in a wait-and-see what the numbers look like. Regards, Chuck

[wensunkeh]

Chuck, thanks again, I have some shares of SMCI and currently is at loss. However I do intend to stay with the company. After listening to your view, my confidence are definitely increased. I may selectively pick up more shares at a lesser cost than the current share price. Thank you very much, Mr Valuations!

[MichaelDao-qt]

Chuck, my first time seeing your FastGraph and your thorough analysis and research. Thank you for spending the time to share your analysis. Very educational and informative.

[costerhouse]

Thanks for your presentation - I am in at 33.00 32.90 and 32.80 if it gets back to there. Exit at 60 would be just right.

[Menorahsingh]

Thank you for the in-depth analysis and sharing the powerpoint of your research.

[KingNDogg]

I’m in IT and have known about SMCI but fail to see how they are an AI company other than they assemble infrastructure for the data center, but the data center space is crowded, HPE, Cisco, Dell, Intel, PureStorage, and on and on. Intel also sells server infrastructure devices as well. SMCI is aligned with NVDA but so are they all. I believe AI will demand a different type of infrastructure due to the power, cooling and performance requirements. The data Centers are reengineering all of their sites to accommodate the demand. Now that SMCI has been in the media they’re getting more market awareness so there could be a boost but all that has to happen is a little innovation of any of the companies to create efficient infrastructure and they will dominate the infrastructure space especially as the price of power is increasing.

[Blast-Radius]

Great information Chuck but change your Power Point from SCMI to SMCI.

[crumdub]

Excellent commentary as always Chuck, Thank you

[buddhabeats]

Always good. Is there any possibilty to show us some international stocks like Nestle, Unilever, Münchner Rück and so on. Thanks for your work.

[Sam-uerv]

Down a lot from ATH maybe another 10%/15% be a bargain

5% of my portfolio long term investment..

Cheers mate.

[arashsatterman]

Hi Chuck! I really liked your video :) Can I ask you, what is the tool you are using?

[karinmottola]

Recommend waiting until SMCI files its annual 10-K for the fiscal year ended June 30. The financial statement is late.

[Pingaring]

Thx a lot for this stream, Chuck. It encourages me to stay invested, currently also at a loss.

[mlwilliams]

What happens with SMCI will be an interesting one to follow. LOVE FAST Graphs, but graphable data is only a subset of representations of reality that doesn't incorporate potential bad data (e.g. fudged numbers, the numbers behind the numbers, etc) and significant data points like delayed 10-Ks.

Chuck, not sure if you guys have this in the works, but some sort of AI capability that's able to incorporate the data that should be reliable, the potential bad data, and the numbers behind the numbers due to significant events (e.g. strategic business model changes, delayed 10-Ks, CEO potential/actual change, influence, potentially/actually being added to / removed from index, etc) would be invaluable.

[xJoeKing]

This reminds me of a saying my grandmother once taught me.

"Valuation matters, and it matters a decent amount."

[adamgesztelyi]

superb example of why only looking at numbers (and not the wide-scale accounting fraud that is going on with SMCI) is not giving you the whys. You would believe the market is wrong, but in fact you are wrong and the market already knows :)

[okam]

Thx Chuck, I'll add some Nvidia and some SCMI!

[chrishanson]

Expect good earnings next week but obviously can be overshadowed by accounting or other misdeeds. I'm still going to play a combo around the announcement on the potential of a cloud lifting.

[johnt]

Chuck, thanks for the video. What does M-score or other analysis say on financial manipulation?

[DarkKingArthur]

Great info - Thanks again. Just an FYI - you might want to check the slides - they say SCMI and you kept reading it that way - this might confuse some people. Just sayin'