ENRON, WorldCom, Lehman Brothers - Now Supermicro

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[Jennie-mmjddtn]

The large share increase was from a 10 for 1 stock split. You are correct that the 700 million was a restructuring of debt. This was actually a good thing. The part that is worrying that you missed is actually they lost some market share to foxcon

[EducatedCapy]

Next week, you will be more shocked when it hit 100 then 200.

[nicolas-vu-xh]

Great video! I really do have a quick question. For someone with less than $10, 000 to invest, How would you recommend we enter the market? I am looking study some traders and copy their strategy rather than investing myself and losing money emotionally. Whats your take on this approach?

[AnonymousReefer]

Skepticism is one thing. This is not that.

As an investor I’m curious what Super Micro’s legal department has to say about these defaming allegations.

Curious how quickly you will change your fear mongering stance and delete your 3 videos or otherwise issue a follow up video ending with... ”Not Financial Advice”.

Enron?! Ha!

[sharonh]

Thank you Kerrie for watching out for us. I am near retirement and can afford to be left holding the bag. I sold on Friday and glad I did

[MrBruce]

One last thing because this video is just so absurd. I can’t stop laughing honestly.
SMCI recently paid off a few hundred million in loans to BOFA and Cathay bank. This 700 mil essentially replaces it at much better terms of 2.25% when going rates are at 6% or more.
They have 2 Bil in cash after paying off those loans.
You mention that the investors get a 50% premium upon conversion. It’s the opposite. It’s going for $47 today and they get it at $62. Apparently they don’t think
It’s a bad deal😂.
I could go on and on.
You did not realize the dilution was from stock split…
What kind of analysis are we doing here ?
You are a nice man I see but I am not sure you should be talking stocks. It’s like seeing a truck driver attempt to fly a 747 jumbo jet.
It’s sad and laughable at the same time. I like you. But it sounds like you have sellers remorse and are in a melt down mode and taking absolute gibberish

[MrBruce]

It’s clear you are not a lawyer. I suggest you consult one.
Comprehension is not too good. It’s Micro not Macro.
It’s 2.25% and not 2.5. You have no idea as to the discussions that took place and are purely speculating.
Institutions bought at record levels… they are stupid and uninformed? No.
What a joke.
The conversion is at the choice of SMCI not the other way around. Also ask the lawyer about the anti dilution provision.
Finally, you are not suggesting that GS and Evercore who underwrote this deal and the investors that shelled out the extra 700
million are idiots right?
The financials must be good.
What Enron ?
I used to watch your videos but after these last 2, it’s clear the analysis skill is not too good. I guess you are going for the viewership counts by engaging in drama.

[nldrere]

SMCI Float Cap 23.98B The total number of shares available for public trading
Excludes restricted stock and closely-held shares (by insiders, major shareholders, and employees)
Shares 585.57M
Float 500.60M

[Infinite.Awareness]

All the respect to your job sir. Very aprecciated

[matthewhongkong]

$64.22 convertible price
Now as of 18 feb, the price is $58 after market

[fredsmith]

Plug Power (PLUG) borrows and then dilutes. I would not be surprised to see it go bk.

[feliks]

Is there cash increase after conversion..at much higher price
Value accretive

[jdl]

Sounds to me Like if I sell my shares before the price of the stock gets to $60 I should be okay!🎉🎉🎉

[JonHassellProphecy]

Theres never been a company that hasn't increased shares along with growth, in 2022 shares increased 4.4% in 2023 7.5% and as of June 2024 shares increased 14.7%. Meanwhile growth exceeded those share increases while debt remained at a minimum. In 2010 Tesla shares outstanding increased from 700 million to 1.4 billion in anticipation of their growth that hadn't started yet. Share increases are normal with growth, if there's deals for other shares thats the same as taking on debt, but a better way to do it as the coming growth will cover. Its not ENRON!

[misterbsw]

Seems like good logic.Thanks for the heads up. I'm holding Just a few shares and can't afford to lose even 1 cent since I am retired. I still pick up pennies on the side walk. You might think about taking a Xanax and calm down. Thanks again.

[Dweeble]

Kerry is on quite the tear about SuperMicro!😂😂😂

[johnruehl]

Do you still think SOUN is a sound bet?

[dbzgtful]

Do you still have the same stance on symbiotic?

[DonnyKeath]

Go on full short next week, why not? Go all in if you have that much certainty old man 😂😂

[ceasarwright]

538 thousand shares outstanding ? Cmon man are you serious ? LoL