Super Micro Computer (SMCI) Up 766%. Is it Still Cheap?

Super Micro Computer (SMCI) has gained over 776% over the last 12 months, outperforming other AI stocks like NVDA and PLTR.

Is SMCI an overpriced bubble stock ready to burst or it is a high quality company that is still selling at an attractive price? Find out how I plan to buy this stock (SMCI) at a 50% discount!

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Stock Investing & Trading insights by Adam Khoo will show you profitable trading and investment opportunities in today's stock markets.

These are essential strategies for stock traders and investors who want to improve their investment and trading performance.

Adam Khoo is a professional stock investor and options trader and the best-selling author of 16 books including 'Winning the Game of Stocks" and "Profit from the Panic". Thousands of students have profited from his sharp investment insights into the world of stock market investing and trading.
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[randomsh-t]

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.

[kendrickcan]

I took your advice and sold a Put option at $600. $2k in the pocket in 2 days.

[fitforlife]

Could not help but shorted Thursday. Closed on Friday made 100% gain on my calls and 150% on puts. The biggest gain for 2023 and 2024 so far!. I definitely will not buy next week. FOMO climate top forming on Friday open…..patiently wait for my chance. If I miss it so be it.

[ildefonsovilar]

wow! finaly a real investor made a video about SMCI . Bough the stock at the beginning of December; up over 200%

[gainer]

The Tech sector keeps leading the charge in 2024. AI and EV included. SMCI...Over 700 % yr....SOUN..Up 70 % week... SoundHound..FSR .. Fisker. 90 % Dip year. Global investors loading up for Long-term Gains. Thumbs up video/ comment. Thanks

[rangetrader]

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.

[ibcrypto]

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.

[yilindai]

First hourly oversold bounce around 750_720 range for a quick day trade next Tuesday, if it opens lower ofc😊

[quanlenhuoc]

The moat of SMCI is quite vague, it just a solely data center or hardware company. NVIDA could set up a lot of data center like this but SMCI have to solely buy the GPUs chip from NVIDA!
Furthermore, the financial indicator could be cooked easily for small companies like this.

[rajap]

Adam,
you have always advocated buying the top 1% of companies, this might fit that category right, what made you overlook that decision

[WarriorChampion]

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 .

[jackcats]

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.

[nathanjones]

The drop was only profit taking and healthy for the stock..It went up 18% the day before the drop

[productsandreviews]

The stock has fallen a lot now. What’s your analysis on this now ?

[dsmith]

Buy buy buy, it’s great to catch a falling knife!

[hsinhuang]

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 ?

[giselleloh]

Wow ive been hoping for Adam to talk about the SMCI stock & he finally made this video!!!

[SG-tzjj]

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 .

[lt]

I feel as I should kick myself too for not having the same insight! Watching your video opened my eyes and mind for a better future outlook! Great analysis! All the best! Thank you !

[erickbueza]

19:30 Thanks Adam, I have put SMCI in my watchlist. My indicator says it might still go down.