Will SMCI Still Be Delisted! & Take Nvidia Down?

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Super Microcomputers failed to report their SMCI Stock earnings on time delaying their Q2 earnings and SMCI Stock is now in danger of being delisted. This is a big problem! But..there is a 2nd problem Super Micro Computers is a big customer of Nvidia and Nvidia Stock is a big customer of theirs. These companies are really intertwined and its going to have an affect on Nvidia and NVDA stock. Let’s go look analyze the impact on these two companies.

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I've owned NVDA for over 8 years. It's been up and down, but I believe in Jensen Huang and will stick with NVDA until Jensen says otherwise. I know that sounds crazy, but when the financial statements/Jensen, (same to me) tell me to sell, I will. I'm sure I won't sell at the top, but that's OK.

sarawilliam
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Investments are the roots of financial security; the deeper they grow, the stronger your future will be."

HenryLucaskl
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Tesla hired SMCI to build their data center. Musk is no fool and this gives SMCI a lot of credibility.

pavelfreedom
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I'm buying SMCI hand over first. In a month's time, we'll all be laughing at the suggestion that such a company might be delisted. Remember, accounting firms themselves do shady things, so they're no police. Don't believe the media unless SPECIFIC accusations are made, not mere suggestions and innuendos

editorjohn
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How long ago did u make this? I thought they announced yesterday new auditor and plan?

Bigredbulldog
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To people who are really long term investors, these news mean 0 to Nvidia.

DrumsDiogo
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This guy wanted to be Buffett. He ended up with a mic on his ear in his basement.

ssing
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Delisted doesn’t necessarily mean out of business. It means delisted. I’m not so sure that would be a major deal for NVDA

I know you noted it doesn’t mean cease to exist

InvestingWithAdamK
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36$ to 385$! What is the point of a fair value analysis if the range is so large!!

mazi
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He is talking about old news!! The stock is killing it now!

Isaacaguilar
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Great analysis, Paul. But if you assume 30 percent growth plus and 20 percent plus net revenue growth, the P/E multiple will stay above 30 or 40 for the duration.

EdStirling-cq
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SMCI is way too big. Even if they get delisted, they will eventually be relisted again just like in 2018-2019. They have to get their accounting in order, and when they do...the stock will soar. This is a huge arbitrage as the stock is way undervalued.

letsgotospace
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This guy is always wrong. Don't follow him

ron
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I bought SMCI this morning. 🎉 They should be worth at least 60/share

CZRRVZO
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I'll stick with NVDA. Been holding since 2022. Actually, 90% of my investment holdings in equities are in the Mag 7 companies. Hasn't hurt me yet.

brutebiz
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Reminds me of Lukin Coffee and TTCF... Similar type of Strategy. Delayed reporting and Accounting Fraud.... They all should be charged for "FINANCIAL MANSLAUGHTER, " as Sage Paul once said.

rignde
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I don't think the price is the question, the question is will it go up.

supertrash
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If I’ve said it once, I’ll say it again, Nvidia needs to buy them.

abidingdude
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So do u reckon its a food time to sell all or at least half of Nvidia stocks ? And then see what happens?

DigitalSamTV
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Pretty bold condemning statement on SMCI calling it a crooked company. But I think your right. They're cooking the books for sure.

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