Super Micro (SMCI STOCK): Short Report! Compelling Valuation?

Super Micro (SMCI stock) is down ~50% in the last few months. In the last few days a short report came out suggesting significant self dealing and further downside potential. In this video I review some of the key claims from the short-report and my thoughts on the stock.

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At the time of this video publication, Daniel owned shares of Fairfax Financial (FRFHF).

[unrivaled]

Super Micro's stock has dropped around 50%, and now there's a short report on top of that! Even with the dip, SMCI is still a tough call for me—I see easier opportunities elsewhere. For more compelling ideas, visit www.unrivaledinvesting.com.

[gford]

I remember the Fairfax report and how you broke it down. It was a real eyeopener - the using of negative report to valid investment thesis

[MrAnarchocapitalist]

I 100% agree with the prediction of somewhere between 800% up and 98% down in five years. That's my prediction for every stock, not just SMCI.

[johnmcquaid]

I agree that I like to review short analysis especially when that is backed with their investments.
Sometimes I have blinders on & can’t see certain risks.

[ואליו]

What do you think about real estate stocks like OPEN RDFN MPW? Another thing, if you could please make more videos on stocks with a high upside. The stock price is very low. I'm really looking for such growth companies, even if it's for a period of up to a year, two years at the most. Thank you for all the valuable and useful content you produce 🙏🏻🙏🏻🙏🏻

[helloken]

Thanks for sharing your thoughts and information!

[ArtificialIntelligencee]

What should I do????, I bought at 930 😢, what do you think? What will be price for next? Then I will do the dca 😢😢😢😢

[youyou-dvfr]

I don’t know if you can trust any of their recent earning reports. I can’t invest in companies that you have no total trust in the management teams.

[sdh]

Comments from NVDA and TSLA discussed at about 5:45 make it sound like Dell is worth looking at in the space.

[tuanho]

New CFO starting 2021 : David Weigand
Old CFO case 2020 : Howard Hideshima

[larryl]

Nvda ceo did mention smci in the latest cc.

[namanjain]

To be very fair was evaluating this company and have made 4x my money and exited at around 1000-800 dollar range.

Just exited everything at 800 range and never looked back as according to my analysis just like nivida the main gains are of ai hype and stock pump up is something not counted though after many months just saw this stock after report and was shock to see it go nearly half.

[Gode]

Heard that their Auditor EY resigned. If true (?) the flag is not yellow

[pengs]

I own both Dell & SMCI, all underwater

[yasharyildirim]

never trust a liar, it a small or big.. they will repeat again...

[chadhamilton]

This isn’t too hard. It’s a ripoff. The companies they’re funneling money to, 99% of the business is to SMCI. Invest in Dell instead.

[davidfrisby]

Hey Daniel, any promo codes for new members joining the annual premium membership?

[ct]

If the CEO may does not make money that's because his wife and brothers are making it and saving it for him.

[sebastianbns]

EY resigned as an auditor 😂 lets add that on top of the already mention red flags.

[Xyzi]

I think this may turn out be amc / game stop kinda