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  3. SMCI

SMCI

Scheduled Pinned Locked Moved Investments and Portfolios
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  • A Online
    A Online
    Adam Kay
    Global Moderator
    wrote on last edited by
    #70

    The stock is trading up +15% real time

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    • E Offline
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      exIM
      wrote on last edited by
      #71

      I wonder how high it'll go now the dust is settling, its a long way to go to get back to the dizzy heights its seen only 6 months ago!

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      • A Online
        A Online
        Adam Kay
        Global Moderator
        wrote on last edited by Adam Kay
        #72

        That Ex, will be determined on operations. In order to meet the demand from Blackwell they need a lot of additional capital. In order to tap those facilities they need the 10-k filing and the 10-K. Feb/March? The business is capable of turning it around. If they do without further drama, the stock in time will follow.

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          Ducati996R
          wrote on last edited by
          #73

          The short seller should be on the hook for all their costs ….but I guess not

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          • 2 Offline
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            2BToo
            wrote on last edited by
            #74

            Is it me or does that not mean a BIG buy opportunity?

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            • ? Offline
              ? Offline
              A Former User
              wrote on last edited by
              #75

              Difficult call, how big are your balls?

              I have a few shares as you will be aware, my next selling point is still not reached...yet!

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              • ? A Former User

                Difficult call, how big are your balls?

                I have a few shares as you will be aware, my next selling point is still not reached...yet!

                2 Offline
                2 Offline
                2BToo
                wrote on last edited by
                #76

                @ferret50 said in SMCI:

                Difficult call, how big are your balls?

                >ChecksDownTheFrontOfTheChinos<

                They look to be pretty normal sized. But if the company has a good product and there are no signs of either misconduct or financial irregularities then it looks like a good bet to me. Their shares can command significantly more than they currently do, as we can see from 6 months ago.

                I'm very tempted to splash a bit more pocket money on them. An amount small enough for it not to hurt too much if it all goes tits up, but an amount large enough to make checking the share price interesting.

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                • 2 Offline
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                  2BToo
                  wrote on last edited by
                  #77

                  Just checked in the trading account. Looks like I'm up over 50% on the SMCI shares I bought 10 days ago. I definitely want more! 😊

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                  • ? Offline
                    ? Offline
                    A Former User
                    wrote on last edited by
                    #78

                    Well done!

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                    • A Online
                      A Online
                      Adam Kay
                      Global Moderator
                      wrote on last edited by
                      #79

                      The company has received a Nasdaq extension, as expected. Happy days.

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                      • R Offline
                        R Offline
                        Ronski
                        wrote on last edited by
                        #80

                        Good news, thanks for keeping us up to date.

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                        • A Online
                          A Online
                          Adam Kay
                          Global Moderator
                          wrote on last edited by
                          #81

                          Hi Ron,

                          Nice to see you back 🙂

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                          • R Offline
                            R Offline
                            Ronski
                            wrote on last edited by
                            #82

                            Thanks, I've been here all along, reading and upvoting quite a few of your posts.

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                            • 2 Offline
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                              2BToo
                              wrote on last edited by
                              #83

                              Well, SMCI seems to be up and down like a whore's drawers. Perhaps I should be happy that I've been prevented from investing any more money due to transfer problems ... 😣

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                              • A Online
                                A Online
                                Adam Kay
                                Global Moderator
                                wrote on last edited by
                                #84

                                It's not unexpected given the typical euphoria and likely short covering driving the price much higher in a very short period of time. It is worth noting that JPM, yesterday who have access to senior management across industries, issued a note to say that customers are SMCI are sticking with the company and any rumours that they are losing business is false. We have discussed this too. The company holds some very unique and patented products which are best of breed and as an example. Xai colossus expansion ($6B) being rumoured to have gone solely to Dell just didn't add up. And it too was false. A lot of negative news is coming out of Taiwan and being promulgated by 'rags'. Why? To give Taiwan facilities a boost (Quanta, Foxconn, Will Jaya).

                                This coupled with the fact that the company can not publish actual financial results until the 10-k/Q filings in February (25th?) next year so what you have is an information vacuum which vested interest will use to their advantage. Our opinion is at these levels the business is still not trading on fundamentals and we are very happy to be holding a modest position in our portfolios. There are of course issues to overcome, namely capital and Blackwell supply delays have probably helped them as they can get their house in order whilst they await large supply in Feb/March.

                                It is worth noting that Nvidia too have been flat over the past few weeks. However we are bullish on its prospects and the stock trading behaviour is nothing new.

                                Have a good evening all!

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                                  Coopersale
                                  wrote on last edited by
                                  #85

                                  Quite a rollercoaster at the moment!

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                                  • 2 Offline
                                    2 Offline
                                    2BToo
                                    wrote on last edited by
                                    #86

                                    Oh yes.

                                    (And for anyone who is following my travails with moving money to Schwab, they have cocked-up repeatedly and hence I've not been able to buy any more SMCI. So perhaps I should be grateful!)

                                    ? 1 Reply Last reply
                                    1
                                    • 2 2BToo

                                      Oh yes.

                                      (And for anyone who is following my travails with moving money to Schwab, they have cocked-up repeatedly and hence I've not been able to buy any more SMCI. So perhaps I should be grateful!)

                                      ? Offline
                                      ? Offline
                                      A Former User
                                      wrote on last edited by
                                      #87

                                      @2BToo

                                      If I were you, which I'm not thank goodness, I would be using an EU or GB based supplier.

                                      But I would also suggest that you sit on your hands for a bit longer, SMCI may drop back to $18 or lower, yet!

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                                      • ? A Former User

                                        @2BToo

                                        If I were you, which I'm not thank goodness, I would be using an EU or GB based supplier.

                                        But I would also suggest that you sit on your hands for a bit longer, SMCI may drop back to $18 or lower, yet!

                                        2 Offline
                                        2 Offline
                                        2BToo
                                        wrote on last edited by Adam Kay
                                        #88

                                        If I were you, which I'm not thank goodness, I would be using an EU or GB based supplier.

                                        But I would also suggest that you sit on your hands for a bit longer, SMCI may drop back to $18 or lower, yet!

                                        Cheeky! I'm pretty happy being me! 😊

                                        Thanks for the advice though. Do you have a EU/GB supplier who would give me access to the NASDAQ without charging silly fees at every turn?

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                                        • A Online
                                          A Online
                                          Adam Kay
                                          Global Moderator
                                          wrote on last edited by
                                          #89

                                          An example of ‘fake news’
                                          Screen Shot 2025-01-31 at 15.14.17.png

                                          Screen Shot 2025-01-31 at 15.13.01.png

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                                          The value of your investments can go down as well as up, and you may get back less than you invested.

                                          Cobens a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.

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